Vendor Onboarding Process Guide

Form Submission 

Steps to Enroll with Ritz FMS as a New Vendor

To begin providing services to a participant in the Self Determination Program the following is required to complete: Ritz FMS enrollment forms, upload a business license, provide bank account details, and complete a W9. Please take a moment to review the information below to ensure you have what is needed for the next step. The enrollment form can be accessed at the end of this page by clicking 'Next.' 

If you are an existing vendor with Ritz FMS, please scroll down to the end of this page and select 'Next.'

1. Upload a valid and current business license; incorrect or irrelevant documents will require re-submission. 

2. If your city or state does not issue business licenses, you must provide alternative documentation that demonstrates you are operating a business (e.g., state registration, EIN confirmation letter, or a professional license). 

3. Double-check your bank account and routing numbers to avoid processing delays or penalties. 

4. Select your business entity type carefully, as it will affect your tax classification. 

5. If the address on your business license does not match the address listed on your Vendor Form or W-9, you must either explain the discrepancy or resubmit consistent forms. 

Examples of Acceptable Proof of Business Operation: 

• City/County/State-issued Business License 

• State Certificate of Formation or Registration 

• EIN Confirmation Letter from the IRS

• IRS Professional License (must correspond to the service offered) 

Signature Request 

After submission, the vendor will receive a SignNow document for electronic signature. 

Document Verification 

Ritz FMS will: 

• Verify that all required fields are correctly completed. 

• Review the business license or equivalent legal documentation based on the vendor’s business type. 

Required Documentation by Entity Type (Just one documentation for each vendor) 

Additional Examples of Acceptable Documentation by Entity Type for Business License Requirement (Only one is required per vendor):

🔹 Nonprofit Organization 

• IRS 501(c)(3) Determination Letter – Confirms tax-exempt status 

• State Business License – Required in many states 

• Charitable Solicitation Registration – If fundraising 

• Articles of Incorporation – Filed with the state 

🔹 LLC (Limited Liability Company) 

• State Business License 

• Operating Agreement – Often needed for legal and financial purposes 

• Articles of Organization – Filed with the state 

🔹 Corporation (C-Corp or S-Corp) 

• State Business License 

• Articles of Incorporation 

• Corporate Bylaws 

• S-Corp Election Form (Form 2553) – If applicable 

🔹 Sole Proprietorship 

• Business License – Typically from the city or county 

🔹 General Partnership 

• Business License 

• Partnership Agreement – Strongly recommended