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PAYEE DATA RECORD (REV 12010) Required in lieu of IRS W9 Form and State of California Form 204 when conducting business with California State University, Chico California State University, Chico Accounts
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How to fill out payee data record rev2:

01
Begin by gathering all the necessary information. You will need the payee's name, address, contact details, tax identification number, and any other relevant details.
02
Start by filling out the top section of the form. This usually includes fields for the date, your company's name, address, and contact information. Make sure to enter accurate information.
03
Move on to the payee information section. Fill in the payee's name, address, and contact details. Double-check for any spelling mistakes or typos.
04
Enter the payee's tax identification number (TIN). This is a crucial step to ensure compliance with tax regulations. Verify the TIN provided by the payee to avoid any errors.
05
If applicable, fill out any additional details required, such as the payee's bank account information or any special instructions or notes.
06
Review the completed form for accuracy and completeness. Ensure that all the necessary fields are filled out and that the information provided is correct.
07
Sign and date the form at the bottom to certify the accuracy of the provided information.

Who needs payee data record rev2?

01
Any organization or individual that needs to keep track of payments made to payees. This includes businesses, non-profit organizations, government agencies, and individuals who hire independent contractors or issue payments to vendors or suppliers.
02
Employers who need to report payments made to their employees for tax and legal purposes.
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Government authorities or agencies that require payee data records as part of their regulatory or audit requirements.
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Financial institutions that need to verify the identity and payment information of their customers or clients.
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Individuals or businesses who want to maintain accurate financial records and track their expenses for budgeting and accounting purposes.
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