Research Participant 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.  

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, Sole Proprietorship, or Single-member LLC.

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].

Social Security Number

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

Enter your social security number. 

Screenshot of SSN information in PaymentWorks application


Select Yes, and PaymentWorks will generate an electronic W-9 for your record. Review the backup withholding message.

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

Screenshot of tax information backup withholding 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. 

Screenshot of personal information in PaymentWorks application.

Primary Address

Provide your legal, physical address.

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.

Screenshot of remittance address in PaymentWorks application.
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Additional Information

Supplier Category

Select US Individual.

Screenshot of Supplier Category in PaymentWorks application

Research Participant

Select Research Participant Choice.

Screenshot of research participant choice in PaymentWorks application

1099 Form

For 1099 reasons, please disclose if you will receive a payment for any of the following options.

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

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

Screenshot of 1099 Tax Information for Indiviuals in PaymentWorks application

University Payroll System

Read the question and provide the most appropriate response.

Screenshot of additional information questions in PaymentWorks application

Bank Location

Select your bank location. 

Screenshot of bank location fields in PaymentWorks application.
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Banking Information

Bank Details

US bank accounts can be paid via Wire, Direct Deposit (ACH), or check. Select Wire if the remittance address is located outside of the United States.

Enter your banking details for electronic payment. 

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

A bank validation document must be provided. 

Screenshot of bank validation 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. 


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

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