These forms contain Personally Identifiable Information (PII) when filled out. Do not store the filled-out forms on your computer. Do not email or transmit via the internet.
Please return the completed forms to your Berkeley Lab Procurement contact via fax or traditional mail. Store the completed forms in a safe place or destroy, if possible.
If you do not have access to a FAX machine, click here for instructions.
W-9 Forms (Domestic Only):
An IRS W9 form will not be accepted in lieu of one of the below Berkeley Lab W-9 Substitute forms.
- Berkeley Lab Substitute W-9 Form (US Domestic) (Reach out to your Procurement contact to obtain this form)
- Berkeley Lab W-9 Form Supplemental Instructions
Non-PO Suppliers (for Payment Requests) and Honorarium recipients, please complete the IRS W-9 Form:
W-8BEN Forms:
- Berkeley Lab W-8BEN (Foreign Individual) – (Reach out to your Procurement contact to obtain this form)
- Berkeley Lab W-8BEN Instructions
- IRS W-8BEN-E (Foreign Company)
- IRS W-8BEN-E Instructions
California Requirements/Forms:
- State of California Income Tax Withholding Requirement
- Non-resident Withholding Allocation Worksheet (Form 587)
- Withholding Exemption Certificate (Form 590)
Electronic Payment Forms:
Berkeley Lab is moving away from paper checks. Except as otherwise agreed to, all domestic vendors/suppliers will be required to sign up for Direct Deposit/ACH so you can receive your invoice payments directly into your bank account. Please complete the ACH/Direct Deposit Request Form and FAX to the number provided on the form.
If you do not have access to a FAX machine, click here for instructions.
Berkeley Lab does not charge for the direct deposit/wire, however, some banks do. Please check with your financial institution before completing the form.
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- ACH / Direct Deposit Request Form (Domestic Vendors Only) – (Reach out to your Procurement contact to obtain this form)
- Authorization Agreement for Payment by Wire Transfer (Foreign Vendors Only) – (Reach out to your Procurement contact to obtain this form)
IMPORTANT NOTICE
The Federal Acquisition Regulation (FAR) Council issued a final rule stating that any indemnification clause that is included in an End User License Agreement (EULA), Terms of Service (TOS) or similar agreement that contains an open-ended indemnity requirement is unenforceable against the Government and any Government authorized end users, such as The Regents of the University of California through LBNL (UC/LBNL), because such agreements violate the Anti-Deficiency Act (ADA). Accordingly, UC/LBNL must flow down clause FAR 52.232-39 in all pertinent purchases of this nature, even those that have a zero dollar value.]
This rule also applies to situations involving the acceptance of terms such as through an “I agree” click box or other comparable mechanism (e.g., “click-wrap” or “browse-wrap” agreements) and neither the Government nor any Government authorized end user, including UC/LBNL, shall be deemed to have agreed to such an indemnification clause by virtue of it appearing in the EULA, TOS, or similar legal instrument or agreement. Any such indemnification clauses included in these agreements shall be deemed to be stricken from the EULA, TOS, or similar legal instrument or agreement.
Please Note:
Berkeley Lab cannot provide tax assistance to suppliers. Please consult your tax advisor if you need assistance in completing the required forms.
All Domestic vendors are subject to IRS TIN Matching.
