Sourcing
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A risk register that rates each supplier on likelihood and impact and records the actions to take.
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Supplier onboarding form
A new supplier form that collects company, bank, insurance and compliance details in one go.
A supplier onboarding form collects the information you need before adding a supplier to your systems and paying them. Getting it right first time avoids payment delays and reduces the risk of fraud through false bank details.
This form covers company registration, VAT, bank details, insurance, key contacts and compliance confirmations, including policies on health and safety, data protection and Modern Slavery.
Free to download. Available as Word and PDF.
Supplier onboarding form
What's included
- Company name, registration and VAT number
- Addresses and key contacts
- Bank details with verification steps
- Insurance cover details
- Compliance and policy confirmations
- Declarations and signature
- Internal approval section
How to use this template
- Send the form to the supplier once you have decided to use them.
- Check the company registration and VAT number against public records.
- Verify bank details by phoning a known contact, not a number on the form.
- Review insurance and compliance answers and request evidence where needed.
- Approve the supplier internally before raising the first purchase order.
Frequently asked questions
Always confirm new or changed bank details by phone using a number you already hold for the supplier, never one given in the same email or form.
It depends on the work. Public liability, employer's liability and professional indemnity are common requirements. Set the levels that match your risk.
Keep it proportionate. You can use a shorter version for low-value, low-risk suppliers.
Need help putting this into practice?
Every engagement is managed by our founder, starting with objectives agreed with you. Book an introductory call to see how our supplier audit and due diligence work could help.
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