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In this tutorial on the new check request template, users are guided to open the template in Excel. The first entry specifies the payee, followed by the delivery method. If the check should be returned to the invoice address, the default checkbox remains selected; otherwise, users need to check the alternative option and input the individual's name or new address. For services, a W-9 form is typically required, but Michelle Johnson will inform users if it is necessary. Next, users should enter the name of the form completer and the completion date, followed by selecting the appropriate department, noting that these do not adhere to new zones as departments vary within each zone.