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Article #: 10586
Name suffix is not included in any bank refund check
Sometimes bank product checks do not include a name suffix on the payee line. “John Smith Jr.” or “John Smith III” would appear as “John Smith”.
In the event the taxpayer cannot cash a check because the suffix is omitted
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Have the taxpayer return the check to you.
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Void the check and handle it in accordance with your bank’s instructions for voided checks.
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Ask your bank to reissue the check with the correct taxpayer name that includes the suffix. See the instructions for your specific bank in Drake Tax – Wrong Name on Check.
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Advise affected taxpayers that it will be 3 to 5 days after the request is submitted for the check to reach them.