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In what cases is it appropriate to obtain a W-9 or Payee Certification when processing a disbursement voucher?


The following table outlines the cases for which it is appropriate to obtain a W-9 form for a payee:

Payee Ownership Type Payment Reason
Individual or
Partnership or
Sole Proprietor or
Health Care Provider or
Legal Corporation
Compensation for Services
Prizes and Awards
Payment to Research Participant
Medical, Health Care, or Insurance Payments
Royalties
Rents
Travel
Travel with an Honorarium
Medical Corporation Payment to Research Participant
Compensation for Services
Medical, Health Care, or Insurance Payments
Corporation Medical, Health Care or Insurance Payments

The payee certification form is required with the use of the payment reason "Compensation for Services" in cases where an invoice has not been submitted for payment, and there is no contract between the payee and the university.



Document Information:
File Name: kb-248
Date: 1/25/99
User: cohenou


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