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Independent Contractor Information Form Template

Streamline Your Contractor Onboarding with This Efficient Template

Managing independent contractors can be challenging when it comes to collecting essential information. This template helps you gather all necessary details-including contact info, tax IDs, and payment terms-efficiently and professionally. With clear fields and a user-friendly design, you can streamline your onboarding process, ensure compliance with tax regulations, and easily maintain records for future reference. Plus, this WCAG-aligned form is designed to make it accessible for everyone. Dive in and simplify your contractor management today.

Use this Template (FREE) Live Preview
Full legal name
Business name (if applicable)
Website or portfolio URL
Email address
Phone number
Mailing address (street, city, state/province, postal code, country)
Briefly describe the services you provide
Earliest start date
Typical weekly availability (hours per week)
Primary time zone
Primary skill areas
Please Specify:
Preferred payment method
ACH/Bank transfer
Wire transfer
PayPal
Payoneer
Wise (formerly TransferWise)
Check
Other
Please Specify:
Preferred currency
Rate type
Hourly
Daily
Weekly
Monthly retainer
Fixed fee per project
Per deliverable
Other
Please Specify:
Standard rate (specify amount and currency, e.g., 65 USD/hour)
Invoice frequency
Weekly
Biweekly
Monthly
Per milestone
Per project
Other
Please Specify:
Business/tax classification
Please Specify:
Which tax form will you provide?
W-9 (US person)
W-8BEN (non-US individual)
W-8BEN-E (non-US entity)
Not sure/Other
Are you legally authorized to provide services in your country of residence?
Yes
No
Relevant licenses or certifications (if any)
Do you carry professional liability insurance?
Yes
No
Professional reference name
Professional reference email
I acknowledge that I am engaged as an independent contractor and not as an employee.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I certify that the information provided in this form is true and correct to the best of my knowledge.
True
False
Signature
Date signed
I consent to receive electronic communications related to this engagement.
Yes
No
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paper art illustration depicting an independent contractor information form template for FormCreatorAI

When to use this form

Use this template when you hire freelancers, 1099 vendors, or project-based specialists and need their details in one place. It is ideal before work begins, when adding a new payee, granting system or site access, or building a vetted contractor list. You will capture identity, contact, skills, tax and payment info, and compliance items like insurance. Pair it with the Tax information form to speed up payouts and with the Confidential information form to set clear data-handling rules. HR, finance, and operations teams benefit from fewer emails, faster onboarding, and fewer payment delays. The result is a complete profile you can reuse for future scopes and keep audit-ready.

Must Ask Independent Contractor Information Questions

  1. What is your legal name or business name (and DBA), email, phone, and mailing address?

    This lets you verify identity, match records, and reach the right person fast. Clear contact data prevents payment and access delays.

  2. What is your tax classification (individual, sole proprietor, LLC, or corporation) and taxpayer identification number (TIN)?

    Accurate tax status helps set you up correctly for reporting and payments. If you are an individual, the Individual tax return information form can help collect key details once.

  3. Do you carry current insurance coverage (type, limits, provider, and expiration date)?

    Insurance proof protects both sides and may be required for site work. It enables risk and procurement to approve you without back-and-forth.

  4. What services will you provide, and what are your rates, billing cycle, and payment method?

    Defining scope and pricing up front prevents scope creep and disputes. It also lets finance confirm budget and set the right payment process.

  5. Who is the billing contact, and what are your availability and project start date?

    Having the right approver and a clear timeline keeps work on schedule and invoices paid on time. It also helps coordinators plan access, equipment, or onboarding steps.

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