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.
Tax Information
Business type, name, and classification
Select that you are registering as an Individual.
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.
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.
What should I do if I am having trouble loading the form?
Contact the Help Center.
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.
Primary Address
Provide your legal, physical address as listed on your W-9.
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.
Additional Information
Supplier Category
Select US Individual.
Supplier Category
Select an option.
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".
University Payroll System
Read the questions and provide the most appropriate response.
NAICS Codes
Enter N/A.
Cage Codes
Enter N/A.
SAM.gov Site
Select No.
Purchase Order Information
Select No.
Conflict of Interest
Read the questions and provide the most appropriate response.
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.
Payment Information
Select ACH if you want to receive a US Bank direct deposit.
Image Bank Location
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.
Bank Authorization
Read the statement and check the box if you agree for Penn State to deposit money into your account.
Bank Address
Provide the address for your financial institution.
What's Next?
Once an application is submitted:
- PaymentWorks reviews the application. You may receive a phone call to verify bank details.
- The application flows into the Penn State Supplier Administration Team's queue for review.
- 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.
