Last Updated: September 26, 2017 1:05:44 PM PDT
Find out how to request for a new payee to be set up for MyPayments.
A payee record must exist prior to creating a MyPayments payment document for the payee. If you can can not locate the payee you are searching for, a payee record may still need to be set up. A new payee can be requested through MyPayments' New Payee Request process.
MyPayments includes a payee set-up request form, links to any additional required forms that need to be included, and provides a way to upload the forms along with the request form submittal. Standard turnaround time for the payee set-up to be completed is up to two working days. Disbursements will send a confirmation that the payee record has been created, along with a payee ID and address code.
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You can access the payee set-up request form from either the Payee Information screen when creating a payment document, or from the Search for a document or payee screen. To access the form, click on the link to Request a new payee.
Complete the Payee Usage Questions to determine whether additional forms are required to be included with the set-up request.
- If the payment is subject to reportable income, and the payee is a U.S. person, a W-9 form will be required.
- If the payment is subject to reportable income, and the payee is not a U.S. person, a Glacier Record Request form will be required.
Upload completed forms using the form upload fields.
Complete the Payee Information. The following fields are required:
- Payee Name
- Payee Tax ID, or Reason Why Payee Tax ID is Not Available
- Reason for Payment
- Payee Address
- Payee City
- Payee State
- Payee Zip
When the New Payee Request form is completed, click the yellow Submit a New Payee Request button.
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