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Payee Setup and Maintenance
- Introduction to Payee Setup and Maintenance
- Payee Inquiry Screens
- Master and Mail Code Setups and Changes
- SSN / ITIN / EIN Validation Rules
- Address Validation Tips
- Setup Special Circumstances
- Payee Maintenance Reports
- Inactivation and Purge Processes
Note: To navigate this guide on a mobile device you must use the Table of Contents.
Setup Special Circumstances
Some situations call for additional steps to properly set up information for the payee.