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This tutorial covers the new check request template in Excel. To begin, open the template. The first column requires the name of the payee. Next, indicate the delivery method: if returning to the invoice address, keep the default checkbox selected; if sending to an individual, check the box and provide the person's name or a different mailing address. For services, ensure to check for a W-9 requirement, as typically it's not needed; Michelle Johnson will assist with this. Following this, enter the name of the person completing the form and the date. Finally, input the department, noting that departments do not align with the new zones, as there are individual departments within each zone.