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In this tutorial on the new check request template in Excel, users are guided to open the template. The first column requires the name of the payee. Next, users must specify the delivery method: to return to the invoice address, check the default box; to send to an individual, check the corresponding box and provide the name or alternate address. It's important to note if services were provided, as a W-9 may be needed; Michelle Johnson will clarify if this is necessary. Users will also enter the name of the person completing the form, the date, and the department, with a reminder that department designations do not follow the new zones but correspond to specific individual departments.