Consultant Form & W9

Consultant Form.xlsW9 form.xls

Using a Consultant Form & W-9

In order to pay a guest speaker, outside consultant, or anyone who is NOT an employee of St. Catherine University, you must fill out and submit to ORSP a Consultant Form and W-9*. Note that both the Consultant Form and the W-9 require the signature of the consultant. ORSP will approve the payment and submit the form to the business office. The consultant should expect to receive payment in approximately two weeks.

* International consultants must fill out different tax paperwork - contact ORSP for assistance.

How to fill out a Consultant Form

PART A: You must enter

  • the consultant's full name
  • a detailed explanation of the services performed. Be sure to note the name of your grant/program in your explanation.
  • the fee requested
  • the date(s) (and hours if applicable) of service
  • your name, phone number and mailbox in the "requested by" field.
  • the grant Banner number (Fund, Org, Account, Project).

PART B: The consultant must provide
  • name
  • address
  • social security number
  • signature

PART C: ORSP will approve the payment then submit the form to the Business Office.

Sample Consultant Form





How to fill out a W-9

The consultant must complete All three Parts of the W-9 as relevant.

Make sure the consultant signs and dates the form.

Sample W-9 (for an individual)