University at Albany, State University of New York
Contact UAlbany Directories Calendars & Schedules Visitors Site Index Search
Admissions Academics Research IT Services Libraries Athletics
Institutional Services
Purchasing Homepage
Research Funded Homepage
Research Funded Purchasing
Animal Purchases
Apparel Purchases
Business Enterprise
Campus Stores
Executive Orders
Export Controls
Form W-9
Information for Vendors
Online Ordering
Online Ordering Registration
Preferred Source Vendor
Product Recalls/Alerts
Purchase Requisition (Research Funded)
Purchasing Basics
Research Procurement Slide Show
Vendor Terms & Conditions

Research Funded Purchasing & Contracts
Institutional Services |Purchasing and Contracts |Staff |Research Funded Purchasing | Form W-9

Form W-9

It is the responsibility of the Office of Purchasing and Contracts to collect from each vendor from which the Research Foundation does business with a Form W-9.

Prior to execution of a contract or prior to the issuance of a purchase order, the Purchasing Agent will require a valid, current W-9 to be on file in the Office of Purchasing and Contracts. The Research Foundation requires a new Form W-9 on a yearly basis.

Sole proprietors who are not U.S. citizens and businesses organized/incorporated outside of the United States are required to complete and submit to the University one of the below listed IRS Form W-8s.

  • IRS Form W-8BEN: Beneficial owner solely claiming foreign status or treaty benefits.
  • IRS Form W-8ECI: A person claiming that income is effectively connected with the conduct of a trade or business in the United States.
  • IRS Form W-8ECI or IRS Form W-8IMY: A foreign partnership, a foreign simple trust, or a foreign grantor trust.
  • IRS Form W-8ECI or IRS Form W-8EXP: A foreign government, international organization, foreign central bank of issue, foreign tax exempt organization, foreign private foundation, or government of a U.S. possession that received effectively connected income or that is claiming the applicability of IRS section(s) 115(2), 501(c), 892, 895, or 1443 (b).
  • IRS Form W-8IMY: A person acting as an intermediary

Once executed, the Form W-9 and if required, the Form W-8, can be e-mailed to, faxed to 518-437-4571, or mailed to The University at Albany, Office of Purchasing and Contracts, 1400 Washington Avenue, MSC 302, Albany, NY 12222.