Get Payee Data Record

The Payee Data Record is essential for individuals and entities receiving payments from the State of California. Completing this form accurately ensures timely processing of payments and compliance with tax regulations.

Follow the steps to fill out the Payee Data Record correctly.

1. Click ‘Get Form’ button to obtain the Payee Data Record and access it in your preferred online editor.
2. Enter the payee’s legal business name in the designated field. If you are a sole proprietor, provide your full name as it appears on your Social Security Number.
3. Fill in the mailing address where you wish to receive correspondence. This should not be a payment address or lockbox information.
4. Provide the business address, including city, state, and zip code, if different from the mailing address.
5. Select the appropriate box for your payee entity type, ensuring that only one box is checked. Options include corporation, partnership, individual, or estate/trust.
6. Input the Federal Employer Identification Number (FEIN) or Social Security Number (SSN) as required. Ensure the taxpayer identification number is accurate to avoid payment processing delays.
7. Specify your residency status by checking the appropriate box: California resident or California nonresident. Provide any required supporting documents if applicable.
8. Complete the certification statement by providing the name, title, signature, and date. This step confirms the accuracy of the information provided.
9. Finally, save your changes, and choose to download, print, or share the completed Payee Data Record as needed.

Begin filling out your Payee Data Record online today to ensure timely payment processing.