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PAYEE DATA RECORD (in lieu of IRS W9)ATTACHMENT 61 InstructionsRequired in lieu of IRS W9 form when receiving payments from the Judicial Council of California (JCC) on behalf of the Superior Courts
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To fill out the payee data record, follow these steps: 1. Start by gathering all the necessary information about the payee, such as their full name, address, and contact details.
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Next, identify the purpose of the payee data record. Determine whether it is for employment, banking, or any other specific reason.
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Once you have the required information and purpose, begin filling out the record form. Provide accurate details in each section, ensuring there are no errors or omissions.
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Common fields to include in the payee data record are name, address, phone number, email, social security number, tax identification number, bank details, and any other relevant information.
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Verify all the entered information for accuracy and completeness before submitting the payee data record.
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Finally, save a copy of the filled-out record for your records and share it with the relevant organization or authority as instructed.

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Payee data records are required by various individuals and organizations. Some common entities that might request payee data records include employers, banks, financial institutions, government agencies, and tax authorities.
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Employers typically need payee data records to maintain employee records, process payroll, and comply with tax regulations.
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Government agencies and tax authorities may request payee data records to verify income, tax liability, and eligibility for benefits or tax deductions.
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It is essential to understand the specific requirements of the entity requesting the payee data record to ensure compliance and timely submission.
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Payee data record is embedded in the Payee Information Statement (PIS) form.
Any individual or entity who makes payments to another party is required to file payee data record.
The payee data record can be filled out online or in paper form, providing all necessary information about the payee and payments made.
The purpose of payee data record is to report payments made to a payee and to ensure compliance with tax regulations.
Information such as payee's name, address, tax identification number, and details of payments made must be reported on the payee data record.
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