UC Legal - Office of the General Counsel

The following items are needed when setting up a new firm for billing:

1. W9 - Must be signed by hand or by DocuSign
2. Supplier Set-up Form (pdf)
   1. Must be signed by hand or by DocuSign (not typed in)
   2. Should include both business and payment addresses
3. UCOP Supplier EFT form (pdf) (if supplier wants to be paid by direct deposit)
   1. Must be signed by hand or by DocuSign (not typed in)
4. EFT backup information, which will be one of the following:
   1. Voided blank check (preferred method of backup)
   2. Letter from supplier’s bank
   3. Sample supplier invoice which has banking information embedded in it
5. Send the completed forms with required documentations to one of the following:
   1. Via email to this secure site: UCOP_Su.6vtx3ka8sukiffwr@u.box.com or
   2. Via USPS to UCOP, 1111 Franklin, ATTN BRC-CAAP, Oakland, CA 94607
6. Please email legalbilling@ucop.edu once step 5 is completed.

In addition, we’ll send your information to CounselLink, so they can set an account up for your firm. You will receive an email from attorneyimplementation@lexisnexis.com when that’s completed.