Vendor Packet Invoice and Payment Processing Instructions 1 Introduction The Management Trust manages the administrative and financial operations of the community association that contracted your services and is responsible for processing all invoices and payments for the community association. The Management Trust is committed to promptly paying you for your services provided to the community association and in order to do so we have provided the following invoice and payment processing instructions. Please note, no invoices will be processed or paid until The Management Trust Vendor Packet is completed and accepted. 2 Required Documents · IRS Form W-9 The Management Trust requires a completed IRS Form W-9 to be on file for all our vendors. Please submit a completed W-9 if this is the first time you are providing services to one of our community associations. The vendor packet includes a copy of the W-9 form. · Certificate of Insurance The Management Trust requires an up to date Certificate of Insurance to be on file for all vendors providing services to the association. This certificate should name The Management Trust and the Association as Additional Insured. Please ensure that you have submitted an up to date Certificate of Insurance to avoid payment processing delays. Proof of Workers Compensation is required to be on file and up to date. · Contractor’s License The Management Trust requires to have a copy of the vendors Contractors License that may be providing services to the associations. 3 Invoice Information Requirements · Please ensure your invoices meet the following criteria: o Full Association Name o Include invoice number o Include invoice date o Include total amount for services being invoiced o Invoices should NOT be handwritten o Statements will not be processed for payment o Full name and address of your company should be noted on the invoice 4 Invoice Submission Procedures · Invoices may be submitted by ONE of two methods: Select Region Arizona Central Coast Colorado Nevada Northern California Oregon Palm Desert Southern California Texas Washington 1. E-mailed as an attachment to: Invoices sent by email should be in a PDF format only 2. Mailed to: 5 Contact Information · If you have any questions or concerns regarding our invoice and payment processing procedures, please contact our Accounts Payable Department at 888-383-8128. 6 Vendor Forms · Please complete the form below, if a paper copy is required, please click here. Return completed form to the following: o Electronic submittal (complete information below) o VendorPackets@managementtrust.com