Operations & Finance

Classification Checklist A Form (completed by the requisitioner)

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This form is to be completed by the Requisitioner.
The information you provide below will assist the Institution in determining whether the individual performing the services will be classified for tax purposes as an employee of WHOI or as an independent contractor. Complete Sections I, II, and III. Then select the "Printable Form" button to get a page which is your Classification Checklist A Form. Print the form, sign it, and send it to Procurement at MS#1 along with the purchase requisition.

I. Contact Information

II. Multiple Relationships with the Institution

Yes No
Yes No
Yes No
III. Classification Specifics

A. Nature of Work
The individual will perform services for an Institution employee under an arrangement whereby the WHOI employee serves in a supervisory capacity (i.e. the individual will be working under the direction of a WHOI employee).
The individual will serve in an advisory or consulting capacity with an Institution employee (i.e. the individual will be working with a WHOI employee in a "collaboration between equals" type arrangement).
C. Level of Direction
Yes No
Yes No
Yes No


Last updated: October 25, 2013