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  1. Click ‘Get Form’ to open the Payee Data Record in our editor.
  2. Begin by entering the payee's legal name as it appears on the federal income tax return in Section 2. Ensure accuracy to avoid processing delays.
  3. Fill in the mailing address, including city, state, and zip code. This is where all correspondence will be sent.
  4. Select the appropriate payee entity type from the options provided. Only check one box that accurately represents your business structure.
  5. Enter your Taxpayer Identification Number (TIN) in Section 3. If you are an individual or sole proprietor, provide your Social Security Number (SSN).
  6. Indicate whether you have received prior payments from the Superior Courts of California within the last calendar year by selecting 'Yes' or 'No' in Section 4.
  7. In Section 5, certify that all information is correct by signing and dating the form. Include your contact details for any follow-up.

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