Template

Vendor information form template

Onboard a vendor with insurance, W-9, and trade information.

When to use this template

Onboard a vendor with insurance, W-9, and trade information.

Key fields

  • Vendor legal name
  • W-9 EIN
  • Insurance certificate
  • Trade(s)
  • Rates

Who typically uses it

Property managers adding vendors.

How to fill it in

Collect legal name and entity, tax identification for year-end reporting, the certificate of insurance with your required limits and additional-insured wording, licence details for the trades that need them, trades covered, rates, and after-hours availability. Record the insurance expiry so renewal is requested before it lapses.

Common mistakes

Filing the certificate without reading the limits, missing the additional-insured endorsement, and having no expiry tracking — which means the lapse is discovered after a claim. Licensing and insurance requirements vary by trade and jurisdiction; confirm what you must require.

State-specific notes

State-specific rules apply — always confirm the notice period, required disclosures, and format your state requires. See our landlord-law pages for state-by-state notes.

FAQ

Frequently asked

Is this template legally valid everywhere?

Templates are general starting points. State-specific rules apply and should be confirmed with a licensed professional in your jurisdiction.

Can I use this in Ayillo?

Yes. Ayillo generates the equivalent document from your property, lease, or resident record with the correct state-specific defaults.

Related resources

Keep exploring

Run this workflow in Ayillo

$49/month includes 5 units, then per-unit pricing that drops as you grow. Optional modules are billed separately and must be added deliberately.

Create this in Ayillo

30 days free. A card in your own name is required to start — we place a refundable $1 authorization to confirm it, and release it right away. Cancel any month.