Precise Pay New Business Conversion Checklist

 

1.      __________   Copy of Company Check and Beginning Check Number.

2.      __________   Federal ID Number from IRS (or Completed Form SS-4).

3.      __________   State ID Number from EDD (or Completed Form DE 1).

4.       __________   Verification of Federal Depositor Status or Signed Authorization.

 

5.      __________   Client Contact Information.

 

6.      __________   Signed Authorization on Service Agreements.

 

7.      __________   Employee Information (See Employee Data Sheet).

(Employee #, Name, Address, SS#, Filing Status, Hire Date, Wage Pay Per Period, Dept. #, etc.).

 

OPTIONAL INFORMATION

 

1.      __________   Employee Direct Deposit Authorization Forms.

2.      __________   Department Numbers and Descriptions.

3.      __________   List of Pay Types for Employees.

4.      __________   Deductions, Benefits or Adjustments.

5.      __________   Third Party Payment Information.

6.      __________   Any Additional Reports Requested.

7.      __________   Authorization Form for Laser Check Signature.

8.      __________   Camera Ready Art for Logo on Checks.

 

 

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