New Vendor Set-up

Description: To request vendor to be set-up or update in the Common Financial System (CFS).

The Vendor Data Record form contains confidential Level 1 data. Upon completion and electronic signature, the form will automatically be submitted securely to CSUF for review. Note that forms containing Level 1 data should be transmitted in a secure manner and sending them by another method (i.e. email) could compromise the security of the data.

Step 1:

Provide vendor with link to the Payee/Vendor Data Record form 204 . The link to the form is located in the Accounts Payable Website forms page . Submit a SmartSheet request to add the vendor.
Step 2:

Vendor completes the form through Adobe Sign. Once they electronically sign, Accounts Payable will receive the form directly.

The vendor will be asked to provide a valid tax ID (either an EIN or SSN). If they prefer to receive electronic (ACH) payments, a link to the ACH Direct Deposit form for Vendors is available on the form or through the Accounts Payable website forms page . A copy of a voided check or bank statement must be uploaded with the ACH Direct Deposit form .
STEP 3:

Accounts Payable will review the Payee/Vendor Data Record form 204 submission and begin vendor on-boarding process. The vendor will receive confirmation when onboarding is complete.

New Vendor Set-up

Step 1:

Provide vendor with link to the Payee/Vendor Data Record form 204 . The link to the form is located in the Accounts Payable Website forms page . Submit a SmartSheet request to add the vendor.

Step 2:

Vendor completes the form through Adobe Sign. Once they electronically sign, Accounts Payable will receive the form directly.

STEP 3:

Accounts Payable will review the Payee/Vendor Data Record form 204 submission and begin vendor on-boarding process. The vendor will receive confirmation when onboarding is complete.

Contact Us

Web Accessibility