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Welcome to the tutorial on the new check request template. To begin, open the template in Excel. The first column is for the payee's name. Next is the delivery method: leave the default checkbox if it should be sent to the address on the invoice, or check the box for an individual recipient and provide their name or a different mailing address. If the request is for services, check if a W-9 is needed; typically, a W-9 isn't required, but Michelle Johnson will inform you if it is. Enter the name of the person filling out the form and the completion date. Lastly, input the relevant department; note that this doesn't align with new zones as departments are specific to each zone being addressed.