STD_Form_204_-_205_Business_Docusign_Link.docx

STD 204 - The Payee Data Record

· Per SAM 8422.190[footnoteRef:1], the STD 204 is required for Non-Government payees prior to entering into a transaction that may lead to payment from any State of California Government agency. [1: ]

· The State of California uses the STD 204 in lieu of IRS form W-9. While the STD 204 looks and collects similar information as the W-9, VMG will not accept the W-9 in place of the STD 204.

· The purpose of the form is to collect information with the intent of reporting the payments to any potential 1099 accurately. This includes:

· Tax Identification Number (TIN)

· Mailing Address for 1099

· Business entity type

· California Residency Status

· The supplier must provide a valid address to receive potential 1099 information returns on this form.

STD 205 – The Payee Data Record Supplement

· This form is optional

· The supplier may use this form to provide information that is not presented on the STD 204. This includes:

· Addresses not used to report 1099 payments

· Alternate Payment addresses

· Addresses of additional locations for the supplier

· Organizational Contacts for the supplier

· The STD 205 is not required for supplier to receive payment from a State of California agency.

· The STD 205 must be accompanied by a valid STD 204 when submitted by the supplier. (i.e. the STD 205 will not be accepted without a STD 204 that provides the relevant 1099 information for the supplier)

· The certifier (signee) of the STD 205 must match to certifier of the STD 204.

STD Form 204 Payee Data Form – DocuSign version

STD Form 205 Payee Data Record Supplement - DocuSign Version