US Individual Registration Guide

Penn State partners with PaymentWorks to onboard new suppliers.

This guide provides examples of registration questions.

Completing the Application

If you need to exit the application, you may hit 'Save and Exit' at the bottom of the page.

Once you are ready to complete the application, you may resume where you left off.  

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Screenshot of welcome in PaymentWorks application.
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Tax Information

Business type, name, and classification

Select that you are registering as an Individual.

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Screenshot of US individual tax information in PaymentWorks application

What if I have tax-related questions?

All tax-related questions should be directed to either the supplier's tax professional or to [email protected].

Select SNN to enter your name as you report your taxes.

Enter your social security number. 

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Screenshot of SSN information in PaymentWorks application

W-9

Select Yes, and PaymentWorks will generate an electronic W-9 for your record.

Only select No if you prefer to upload an existing W-9. 

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Screenshot of W9 tax information in PaymentWorks application

What should I do if I am having trouble loading the form?

Contact the Help Center.

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Personal Information

Enter your name as you would like it printed on checks even if you prefer ACH direct deposit payment.

Provide a valid phone number and email.  

PaymentWorks will call this number to validate banking information. It is best to use a number at which you can be easily accessed. 

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Screenshot of personal information in PaymentWorks application.

Primary Address

Provide your legal, physical address as listed on your W-9.

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Screenshot of primary address in PaymentWorks application.

Remittance Address

Provide an address to receive payment and 1099 tax forms if the location differs from your primary address—for example, a PO box.

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Screenshot of remittance address in PaymentWorks application.
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Additional Information

Supplier Category

Select US Individual.

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Screenshot of Supplier Category in PaymentWorks application

Supplier Category

Select an option. 

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Screenshot of additional information in PaymentWorks application.

Additional Questions

Read the question and provide the most appropriate response(s).

If none of them apply, you must select "None of these statements are true".

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Screenshot of 1099 Tax Information for Indiviuals in PaymentWorks application

University Payroll System

Read the questions and provide the most appropriate response. 

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Screenshot of university payroll system in PaymentWorks application

NAICS Codes

Enter N/A.

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Screenshot of NAICS Codes in the PaymentWorks application.

Cage Codes

Enter N/A.

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Screenshot of cage codes in PaymentWorks application.

SAM.gov Site

Select No.

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Screenshot of sam.gov in PaymentWorks application.

Purchase Order Information

Select No.

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Screenshot of purchase order information in PaymentWorks application

Conflict of Interest

Read the questions and provide the most appropriate response. 

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Screenshot of conflict of interest in PaymentWorks application.
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Screenshot of conflict of interest in PaymentWorks application.

Comment Box

Use the comment box to explain any Conflict of Interest questions you answered with "Yes" or any other information on the form you feel needs clarification. 

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Screenshot of additional information in PaymentWorks application.

Payment Information

Select ACH if you want to receive a US Bank direct deposit.

Image Bank Location

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Screenshot of bank location fields in PaymentWorks application.
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Banking Information

Bank Validation File

Provide bank account information for ACH payment.

This must be a beneficiary bank and not an intermediary.

The applicant's name must appear as the name on the bank account.

A bank validation document must be provided. 

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Screenshot of bank validation in PaymentWorks application.

Bank Authorization

Read the statement and check the box if you agree for Penn State to deposit money into your account. 

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Screenshot of bank authorization in PaymentWorks application.

Bank Address

Provide the address for your financial institution.

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Screenshot of bank address in PaymentWorks application.

What's Next?

Once an application is submitted:

  1. PaymentWorks reviews the application. You may receive a phone call to verify bank details.
  2. The application flows into the Penn State Supplier Administration Team's queue for review. 
  3. An automatic email confirms the approval once the application is reviewed and approved. 

Review generally takes multiple business days, but timing varies depending on the accuracy of the submitted information and current application volume. 

Support

Search the help center, submit a ticket, or connect with the supplier admin team.

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