Eastpointe Financial Documents
Instructions for completing a W-9 Form and Electronic Funds Transfer (EFT) Form
All vendors in good standing with Eastpointe are required to have a completed W-9 form on file.
Instructions for completion of the W-9 form:
At the top of the form, fill in the name, entity type and address of the individual or company seeking to do business with Eastpointe.
Part I – the Taxpayer Identification Number is either the Social Security Number or Employer Tax Identification number.
Part II – taxpayer signs and dates
The completed form can be submitted to the Eastpointe Accounts Payable department electronically at .
Additional instructions are included under Part II on the W-9 form.
Eastpointe’s preferred method of disbursing payments is via EFT. We encourage all vendors to utilize this form of payment as funds are transferred from our bank account to yours more quickly and securely. You will receive email notification when funds have been released to your account.
Instructions for completion of the EFT form:
Eastpointe’s EFT form is used to start direct deposits, change to a different account, or stop payments released to an account.
Indicate the requested action at the top by checking the appropriate box for “Start”, “Change” or “Stop”.
On the left side of the document, fill in the name of the vendor requesting the action.
Name and title of the Billing Contact for the requesting vendor. His/her signature and email address (this is the person in the vendor organization who will receive email notification of EFT payments released to the vendor bank account).
The Finance Officer’s name, phone, street address (no PO Boxes, please) and email address are also required.
Top right portion of the form is for “Starting” or “Changing” bank account information
The vendor’s bank name, address, 9-digit routing number, account number, and type of account (checking or savings) are required fields for completion.
The box in the lower right corner should be used only when a vendor wishes to indicate bank information that is to be closed in our system.
When the form has been completed in its entirety, the vendor attaches a voided check or official bank letter verifying the routing and account numbers to be used. Eastpointe does not accept deposit slips or counter checks without pre-printed routing and account numbers as verification of the vendor’s account.
The completed EFT form can also be submitted electronically to .