Change of Supplier Name or Tax Identification Number (TIN)

Change of Supplier Name must be submitted to update the supplier record with the new name in OAKS FIN.

Change of Tax Identification Number is generally done when businesses need to change the Tax Identification Number (TIN) when there has been a change in ownership or structure (due to the purchase of a business, a merger, acquisition, etc.). The Supplier Operations team will use the completed form to obsolete the supplier record with the previous TIN in OAKS FIN and create a new supplier record with the new TIN.

• Completing the "Change of Supplier Name or Tax Identification Number (TIN)" is encouraged, but a signed supplier letter with all information is acceptable.

• The "Change of Supplier Name or Tax Identification Number (TIN)" must be accompanied by a completed Federal W-9 or Federal W-8.

Review Form

Verify the "Change of Supplier Name or Tax Identification Number (TIN)" is complete.

• Section 1 - New Supplier Name and Tax Identification must be completed and must match the Supplier Information Form (OBM-5657) and Federal W-9. The DBA name also must be listed if applicable. The supplier name will be updated on the Identifying Information tab in the Supplier Module.
• Section 2 - New Remit To Address
• Section 3 - Previous Supplier Name and Tax Identification must be completed and must match the name listed on the Identifying Information tab in the Supplier Module. The DBA name also must be listed and match the name listed on the Identifying Information tab in the Supplier Module.
• Section 4 - Status of Previous Tax Identification Number must be completed.
• If "Yes" is selected, an explanation must be provided in Section 3.
• Section 5 - Reason For the Tax Identification Number Change and Additional Comments must be completed.
• Comment must indicate that they are providing different services if they are keeping their previous Tax ID active.
• Section 6 - Required Attachments