Forms

As required by U.S. tax law and IRS regulations, Duke University and Duke University Health System have an obligation to determine if any payments made to a foreign vendor require tax reporting or withholding. Generally, a foreign vendor is subject to U.S. tax on its U.S. sourced income. Completing this questionnaire will help to determine whether payments made to this vendor constitute U.S. sourced income, and are therefore subject to U.S. tax withholding and reporting.

This form is used to determine if an individual performing services for the University qualifies (per the IRS) as an Independent Contractor or must be paid as a Duke employee. Completed form must be attached to an Accounts Payable Check Request when requesting payment for individual services, or it must be attached to a Purchase Requisition when you are requesting a Purchase Order.

An OSA must be completed when engaging individuals or companies to perform certain outside services. It is a contract between Duke and the contractor.

While it is not standard practice to waive the institutional insurance requirements, Corporate Risk Management may do so when circumstances dictate. To submit a request to waive one or more of these coverage's, please complete and submit the Insurance Exception form along with the required documentation.

The Duke University Research Support Services Agreement (RSSA) should be utilized to procure outside services on sponsored codes (20x-28x, A03, and 30x-38x). This agreement should be utilized only when a determination is made that the entity is a vendor under the definition in OMB Circular A-133. Use this version for domestic services costing between $10,001 to $100,000.

The Duke University Research Support Services Agreement (RSSA) should be utilized to procure outside services on sponsored codes (20x-28x, A03, and 30x-38x). This agreement should be utilized only when a determination is made that the entity is a vendor under the definition in OMB Circular A-133. Use this version for domestic services costing greater than $100,000.

The Duke University Research Support Services Agreement (RSSA) should be utilized to procure outside services on sponsored codes (20x-28x, A03, and 30x-38x). This agreement should be utilized only when a determination is made that the entity is a vendor under the definition in OMB Circular A-133. Use this version for international services costing between $10,001 to $100,000.

The Duke University Research Support Services Agreement (RSSA) should be utilized to procure outside services on sponsored codes (20x-28x, A03, and 30x-38x). This agreement should be utilized only when a determination is made that the entity is a vendor under the definition in OMB Circular A-133. Use this version for international services costing greater than $100,000.

To be accompanied by a Research Support Services Agreement (RSSA).  This Rider is recommended, if necessary to describe the services to be provided in the RSSA, for all Domestic and International RSSA documents.

To be accompanied by Research Support Services Agreement (RSSA) if necessary. Use only if the entity is foreign.

Select the Package below based on whether the vendor is a Domestic or Foreign entity.

The Domestic Vendor Registration Package includes a letter from Corporate Accounts Payable, W-9, and the Vendor Information Form.

The Foreign Vendor Registration Package includes a letter from Corporate Accounts Payable, the Checklist for Payments to Foreign Vendors (Entities and Individuals), and the most frequently used W-8 Forms.