This form contains 111 fields organized into 30 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Applicant/Vendor Basic Information
Applicant or Vendor Name Text
Enter the full legal name of the applicant, vendor, entity, agency, facility, or organization exactly as reported to the IRS.
Vendor Number and Service Code Text
Enter the vendor number and service code assigned to this vendor, using any letters, hyphens, or formatting exactly as issued (leave blank if not applicable).
Business Address Text
Enter the complete business mailing address for the applicant/vendor, including street address, city, state, and ZIP code.
Telephone Number (with area code) Text
Enter the primary telephone number for the business or contact, including the area code and any extension if applicable.
Name Registered with California Secretary of State Text
If applicable, enter the legal name under which the business is registered with the California Secretary of State; otherwise leave blank.
National Provider Identifier (NPI) Text
Enter the entity's National Provider Identifier (NPI) number if available; leave blank if not applicable.
Applicant/Vendor SSN/DOB/EIN Information
Social Security Number (SSN) Text
Enter the applicant or vendor's Social Security Number as reported to the IRS, if applicable.
Date of Birth (DOB) Date
Enter the applicant or vendor individual's date of birth.
Federal Employer Identification Number (EIN) Text
Enter the applicant or vendor's Federal Employer Identification Number (EIN), if applicable.
Entity Type - Corporation and Incorporation Details
Corporate Number Text
Enter the corporation's assigned corporate or entity number as issued by the Secretary of State or other registering authority. Fill only if 'Corporation' is 'Yes'.
State of Incorporation Text
Enter the U.S. state (name or two‑letter postal abbreviation) where the corporation was legally incorporated. Fill only if 'Corporation' is 'Yes'.
Corporation Radiobutton
Check this box if the applicant/vendor is incorporated as a corporation; if checked, provide the corporate number and the state of incorporation in the adjacent fields.
Entity Type - Governmental
Governmental Radiobutton
Check this box if the applicant/vendor is a governmental entity (a federal, state, county, city, or other public/government agency or organization).
Entity Type - Limited Liability Company (LLC) and State of Formation
Limited Liability Company (LLC) — State of formation Radiobutton
Check this box if the applicant/vendor is organized as a Limited Liability Company (LLC); if checked, also enter the LLC's state of formation on the adjacent blank line.
State of formation (LLC) Text
Enter the U.S. state or other jurisdiction where the Limited Liability Company was legally formed or registered (as shown on formation/Secretary of State records). Fill only if 'Limited Liability Company (LLC) — State of formation' is 'Yes'.
Entity Type - Nonprofit Classification (Check One) and Other Specify
Nonprofit - Check One Radiobutton
Check this box if the applicant/vendor is a nonprofit organization (then choose one of the nonprofit classification options).
Unincorporated Association Radiobutton
Check this box if the nonprofit is an unincorporated association.
Religious/Charitable Radiobutton
Check this box if the nonprofit is a religious or charitable organization.
Corporation Radiobutton
Check this box if the nonprofit is organized as a corporation.
Other (specify) Radiobutton
Check this box if the nonprofit classification is not listed and specify the type on the provided line.
Other Nonprofit Classification (Specify) Text
Enter the specific nonprofit classification or description when you have selected 'Other' for the nonprofit type; provide a short, clear label identifying the organization's type. Fill only if 'Other (specify)' is 'Yes'.
Entity Type - Parent or Consumer
Parent or Consumer for Vouchers, Participant-Directed Services, or Purchase Reimbursements Radiobutton
Check this box if the applicant is a parent or consumer who will receive vouchers, participant-directed services, or purchase reimbursements (complete Part 1 and Part 3 as instructed and then proceed to the Applicant/Vendor Signature).
Entity Type - Partnership Selection
General Partnership Radiobutton
Check this box if the applicant/vendor is organized as a general partnership (all partners share management and liability).
Limited Partnership Radiobutton
Check this box if the applicant/vendor is organized as a limited partnership (has both general and limited partners).
Limited Liability Partnership Radiobutton
Check this box if the applicant/vendor is organized as a limited liability partnership (partners have limited personal liability).
Entity Type - Sole Proprietor (Unincorporated)
Sole Proprietor (Unincorporated) Radiobutton
Check this box if the applicant/vendor is an individual operating as a sole proprietor (unincorporated).
General
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Applicant/Vendor Name Text
Enter the full name of the applicant, vendor, or authorized representative.
Applicant/Vendor Title Text
Enter the professional or organizational title of the applicant, vendor, or authorized representative.
Signature Date Date
Enter the date the form is signed.
Part 2A Ownership/Managing Interests - First Person
First Person Name Text
Enter the individual's full legal name (first, middle, last) for the first person with ownership or managing interest.
First Person Title/Role Text
Enter the individual's job title or role and relationship to the organization (for example: owner, partner, manager, CEO) for the first person.
First Person Address Text
Enter the individual's full mailing address for the first person, including street, city, state, and ZIP code.
First Person SSN Text
Enter the individual's Social Security Number (SSN) for the first person named above.
First Person DOB Date
Enter the individual's date of birth for the first person named above.
Part 2A Ownership/Managing Interests - Second Person
Second Person - Name Text
Enter the full legal name (first, middle, last) of the second person with ownership or managing interest.
Second Person - Title/Position Text
Enter the job title or position (for example Owner, CEO, Manager) held by the second person listed.
Second Person - Address Text
Enter the second person's full mailing address including street, city, state, and ZIP code.
Second Person - SSN Text
Enter the second person's Social Security Number as issued by the Social Security Administration (include hyphens if available).
Second Person - Date of Birth Date
Provide the second person's date of birth.
Part 2A Ownership/Managing Interests - Third Person
Third Person - Name Text
Enter the full legal name of the third person with ownership, indirect ownership, or a managing interest in the applicant/vendor.
Third Person - Title Text
Enter the person's title or position (for example, President, Owner, Manager) associated with the applicant/vendor.
Third Person - Address Text
Enter the person's complete mailing address including street, city, state, and ZIP code.
Third Person - SSN Number
Enter the person's Social Security Number.
Third Person - DOB Date
Enter the person's date of birth.
Part 2B Related Persons - First Relationship Entry
First Relationship - Name Text
Enter the full name of the related person (as listed in Part 2A or Part 4A) who is spouse, parent, child, or sibling of the applicant/vendor. Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
First Relationship - Relationship Text
Enter the relationship of this person to the applicant/vendor (for example: spouse, parent, child, sibling). Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
First Relationship - Address Text
Enter the street address (and city/state/ZIP as needed) for the related person named in this entry. Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
Part 2B Related Persons - Second Relationship Entry
Second Related Person - Name Text
Enter the full name of the related person listed for the second relationship entry as it appears on legal or official records. Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
Second Related Person - Relationship Text
Briefly describe how this person is related to the applicant/vendor (for example: spouse, parent, child, sibling, or other — specify). Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
Second Related Person - Address Text
Provide the related person’s full mailing address (street address, city, state, and ZIP) for the second relationship entry. Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
Part 2B Related Persons - Third Relationship Entry
3rd Related Person Name Text
Enter the full name of the related person (the third entry) who is listed as a spouse, parent, child, or sibling of an individual named in Part 2A or Part 4A. Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
3rd Related Person Relationship Text
Enter the relationship of this person to the applicant or to the person named in Part 2A/Part 4A (for example: spouse, parent, child, or sibling). Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
3rd Related Person Address Text
Enter the mailing address (street, city, state, and ZIP) for this related person. Fill only if 'First Person Name', 'Second Person - Name', 'Third Person - Name', 'Part 4A First Entry - Subcontractor Name', 'Second Subcontractor - Name', 'Third Subcontractor Name' any fields are filled (and the listed persons are related).
Part 2C Other Applicant/Vendor with Shared Ownership - Fifth Entry
Part 2C — Fifth Other Applicant/Vendor Name Text
Enter the full legal name of the other applicant or vendor that shares ownership or control for the fifth listed entry.
Part 2C — Fifth Other Applicant/Vendor Address Text
Enter the full mailing address (street address, city, state, and ZIP) for the fifth listed applicant or vendor.
Part 2C — Fifth Vendor Number and Service Code Text
Enter the vendor number and corresponding service code for the fifth listed applicant or vendor.
Part 2C — Fifth SSN, NPI and/or EIN Text
Enter the SSN, NPI and/or EIN associated with the fifth listed applicant or vendor (include the relevant identifier(s)).
Part 2C Other Applicant/Vendor with Shared Ownership - First Entry
Part 2C First Entry - Other Applicant/Vendor Name Text
Enter the full legal name of the other applicant or vendor who has shared ownership or a controlling interest.
Part 2C First Entry - Address Text
Enter the mailing or business address for that applicant/vendor (street address, city, state and ZIP).
Part 2C First Entry - Vendor Number and Service Code Text
Provide the vendor number and the related service code for that applicant/vendor, if applicable (separate multiple values with a comma or space).
Part 2C First Entry - SSN, NPI and/or EIN Number
Provide the SSN, NPI, or EIN associated with this applicant or vendor.
Part 2C Other Applicant/Vendor with Shared Ownership - Fourth Entry
Fourth Entry - Name Text
Enter the full legal name of the other applicant or vendor with shared ownership (individual or organization).
Fourth Entry - Address Text
Enter the full mailing address for that applicant/vendor, including street address, city, state, and ZIP code.
Fourth Entry - Vendor Number and Service Code Text
Enter the vendor number and service code assigned to this applicant/vendor (include both values if applicable, separated by a comma or space).
Fourth Entry - SSN, NPI and/or EIN Text
Enter the applicable identifier(s) for this applicant/vendor (Social Security Number, NPI, and/or EIN) as a continuous string of digits without dashes.
Part 2C Other Applicant/Vendor with Shared Ownership - Second Entry
Second Entry - Other Applicant/Vendor Name Text
Enter the full legal name of the other applicant or vendor who has shared ownership or control.
Second Entry - Address Text
Enter the full mailing address (street, city, state and ZIP) for that other applicant or vendor.
Second Entry - Vendor Number and Service Code Text
Enter the vendor number and the related service code assigned to that applicant or vendor.
Second Entry - SSN, NPI and/or EIN Text
Enter the Social Security Number, National Provider Identifier (NPI), and/or Employer Identification Number (EIN) for that applicant or vendor, as applicable.
Part 2C Other Applicant/Vendor with Shared Ownership - Third Entry
Part 2C - Third Applicant/Vendor Name Text
Enter the full legal name of the other applicant or vendor that has a shared ownership or control interest (include business name if applicable).
Part 2C - Third Address Text
Enter the complete mailing address for this applicant/vendor, including street address, city, state, and ZIP code.
Part 2C - Third Vendor Number and Service Code Text
Enter the vendor number and service code assigned to this applicant/vendor, if available; otherwise enter N/A.
Part 2C - Third SSN, NPI and/or EIN Text
Enter the applicable identifier(s) for this applicant/vendor (SSN, NPI, and/or EIN) associated with the ownership or controlling interest.
Part 3 Excluded Individuals/Entities - First Entry
First Excluded Individual — Name Text
Enter the full legal name of the first excluded individual or entity (person or organization) being listed.
First Excluded Individual — Title Text
Enter the job title or role (for example, owner, director, agent, officer, or managing employee) of the first excluded individual or entity.
First Excluded Individual — Address Text
Enter the complete street address (street, city, state, and ZIP) for the first excluded individual or entity.
Part 3 Excluded Individuals/Entities - Second Entry
Part 3 — Second Entry: Name Text
Enter the full name of the excluded individual or entity for the second entry in Part 3.
Part 3 — Second Entry: Title Text
Enter the job title, role, or position held by the excluded individual or the representative of the excluded entity for the second entry.
Part 3 — Second Entry: Address Text
Enter the full mailing address (street, city, state, and ZIP) of the excluded individual or entity for the second entry.
Part 3 Excluded Individuals/Entities - Third Entry
Third Entry - Excluded Individual/Entity Name Text
Enter the full name of the excluded individual or entity (as the applicant, vendor, owner, agent, director, officer, or managing employee) for this third entry.
Third Entry - Title Text
Enter the job title, role, or position held by the excluded individual or the capacity in which the excluded entity is listed for this third entry.
Third Entry - Address Text
Enter the full mailing address (street, city, state, and ZIP) for the excluded individual or entity for this third entry.
Part 4A Subcontractor Ownership/Control Interest - First Entry
Part 4A First Entry - Subcontractor Name Text
Enter the full legal name of the subcontractor or individual with an ownership or control interest.
Part 4A First Entry - Title Text
Enter the job title or position of the named subcontractor or individual (for example, Owner, CEO, Partner).
Part 4A First Entry - Address Text
Enter the subcontractor's full mailing or business address including street, city, state, and ZIP code.
Part 4A First Entry - Ownership Percentage Number
Enter the percent of ownership or control interest the subcontractor holds in the applicant or vendor.
Part 4A First Entry - SSN, NPI and/or EIN Text
Enter the subcontractor's Social Security Number, National Provider Identifier (NPI), and/or Employer Identification Number (EIN) as applicable.
Part 4A Subcontractor Ownership/Control Interest - Second Entry
Second Subcontractor - Name Text
Enter the full legal name of the subcontractor or entity with ownership or control interest for the second entry.
Second Subcontractor - Title Text
Enter the subcontractor's job title or role (for example, Owner, CEO, Manager) for the second entry.
Second Subcontractor - Address Text
Enter the subcontractor's full mailing address (street address, city, state, and ZIP) for the second entry.
Second Subcontractor - Ownership Percentage Number
Enter the percentage of ownership or control interest that this subcontractor holds in the applicant/vendor.
Second Subcontractor - SSN, NPI and/or EIN Text
Enter the subcontractor's identifying number(s), such as Social Security Number, National Provider Identifier (NPI), and/or Employer Identification Number (EIN).
Part 4A Subcontractor Ownership/Control Interest - Third Entry
Third Subcontractor Name Text
Enter the full legal name of the third subcontractor (individual or entity) in which the applicant/vendor has an ownership or control interest.
Third Subcontractor Title Text
Enter the title or position of the individual named for the third subcontractor, or the primary contact role for the entity.
Third Subcontractor Address Text
Enter the full mailing address (street, city, state, and ZIP) for the third subcontractor or entity.
Third Subcontractor Ownership Percentage Number
Enter the percentage of ownership or control interest the applicant/vendor has in this third subcontractor.
Third Subcontractor SSN, NPI and/or EIN Text
Enter the subcontractor's SSN, NPI, and/or EIN as applicable for the third subcontractor; include all applicable identifiers.
Part 4B Subcontractor/Wholly Owned Supplier Transactions - First Entry
Part 4B First Entry - Subcontractor Name Text
Enter the full legal name of the subcontractor or wholly owned supplier involved in the transaction for this first entry.
Part 4B First Entry - Title Text
Enter the job title or position of the named individual at the subcontractor or supplier (e.g., Owner, CEO, Manager).
Part 4B First Entry - Address Text
Enter the subcontractor's full address (street, city, state and ZIP code) for this first entry.
Part 4B First Entry - SSN, NPI, and/or EIN Text
Provide the subcontractor's and/or individual's identifying numbers (SSN, NPI and/or EIN) applicable to this first entry; include all that apply.
Part 4B Subcontractor/Wholly Owned Supplier Transactions - Second Entry
Second Subcontractor/Wholly Owned Supplier Name Text
Enter the full legal name of the subcontractor or wholly owned supplier for the second entry.
Second Subcontractor/Wholly Owned Supplier Title Text
Enter the job title or role of the subcontractor or supplier (for example, President, Director) for the second entry.
Second Subcontractor/Wholly Owned Supplier Address Text
Enter the complete mailing address of the subcontractor or supplier for the second entry, including street, city, state, and ZIP code.
Second Subcontractor/Wholly Owned Supplier SSN, NPI and/or EIN Text
Enter the SSN, NPI, and/or EIN of the subcontractor or supplier as applicable for the second entry.
Part 4B Subcontractor/Wholly Owned Supplier Transactions - Third Entry
Third Subcontractor/Supplier Name Text
Enter the full legal name of the subcontractor or wholly owned supplier involved in the transaction (individual or business).
Third Subcontractor/Supplier Title Text
Enter the job title or role of the named individual at the subcontractor or supplier (e.g., Owner, CEO, Manager).
Third Subcontractor/Supplier Address Text
Enter the subcontractor's or supplier's mailing address, including street, city, state, and ZIP code.
Third Subcontractor/Supplier SSN, NPI and/or EIN Text
Enter the subcontractor's or supplier's SSN, NPI and/or EIN as applicable for identification of the entity or individual.