Vendor Form Request Email Template

To get paid faster, request vendor forms and onboarding documents proactively. Use this template to ask AP or procurement for everything you need to become a registered vendor.

When to use / when to send

Checklist / what to include

• Subject: Request for vendor onboarding forms
• Reference your company and service provided
• Request all forms (W-9, banking, insurance, etc.)
• Ask about any additional AP requirements (PO, remittance)
• Preferred reply method (email, portal, etc.)

How to use

Copy/paste template

Follow-up plan + common mistakes

• If they reply, send completed forms within 24 hours
• If there are portal issues, request alternate submission methods
• Don’t wait to be told forms are missing—ask up front
• Don’t assume requirements are always the same—verify for each client

FAQ

Related templates

• Vendor setup missing info email
• AP invoice processing status update template
• Accounts payable follow-up email
• Invoice reminder email for bank details change
• Invoice reminder email for approval hold