Skip to content
Breadcrumbs

TexPayment Resource

Note: To navigate this guide on a mobile device you must use the Table of Contents.

Forms – Payee Setup & Maintenance
Payee Change Request (PCR)

When payees need to update their information in TINS, the paying agency may provide the payee with the Payee Change Request form (74-157), referred to as a PCR, or the agency’s internal form. The Comptroller’s office will not accept a PCR directly from the payee. See Alternative Methods – Payee Forms.

A payee’s request for updates may include changes to:

  • Payee name
  • Ownership type
  • Mailing address
  • Telephone number

When providing a change request form to payees, either the Comptroller’s form or agency’s internal form, the agency:

  • Must provide its agency contact information and return address, email and/or fax number where the completed form is to be sent
  • Is responsible for assisting their payees with questions in completing the form
  • Must understand the requirements for each field in order to assist its payees in determining the appropriate information needed to update its information in TINS

PCR Exceptions

Agencies do not have to ability to perform some actions in TINS and may need to submit a PCR to Payment Services. The latest version of the Comptroller’s PCR form must be used; Payment Services will not accept an agency’s internal form.

Submit a PCR to request:

  • Address overrides – The payee’s address is not recognized by the TINS address validation software. See Address Validation Tips.
  • Number changes or merges
    • The original payee setup was entered incorrectly and needs to be changed to the correct identification number.
    • The payee was set up with both a correct and incorrect TIN, and a merge of the two TINs is needed. See Recommended Payee Documentation for recommended documentation from the payees as proof of their identification number.
  • Mail code security level 2 – If the agency determines a payee’s mail code information is confidential, request that only your agency can view and make changes to the mail code.
  • Inactivate or reactivate a mail code
    • Agencies cannot inactivate a mail code and must submit a PCR to Payment Services.
    • See ACR 60094 to determine if an inactivated mail code can be reactivated by the agency, or if a PCR must be submitted to Payment Services.
  • Set a Hold Bypass indicator on a mail code for an IRS tax levy or federal bankruptcy order. See ACR 31166.