Get Form 3567

Filling out the Form 3567, also known as the Installment Agreement Request, can be a straightforward process when approached step by step. This guide is designed to assist you in completing the form online efficiently and accurately, ensuring all necessary information is provided for processing your request.

Follow the steps to complete the form online.

1. Press the ‘Get Form’ button to access and open the form online in your preferred editor.
2. Enter your first name, middle initial, and last name as requested. Include your social security number in the designated field.
3. If requesting as part of a joint liability, provide your partner's first name, middle initial, last name, and their social security number.
4. Fill out your current home address, including street number and name, apartment number (if applicable), city, state, and ZIP code. Don't forget to include your home phone number.
5. Indicate your work phone number as well as your partner's work phone number, along with the necessary extension if applicable.
6. State the total account balance you owe for all years as specified on the form.
7. Input the amount you are able to pay each month. It's advisable to choose a higher amount to minimize interest charges.
8. Select the date of the month (between the 1st and 28th) for automatic bank transfers to the Franchise Tax Board.
9. Provide your bank routing number, which is typically a nine-digit number found at the bottom of your check.
10. Enter your bank account number, ensuring it is a regular checking or savings account.
11. Specify the name and address of your bank and indicate whether it's a checking or savings account.
12. Review the authorization statement and ensure you certify that you have the authority to request electronic debits from the specified account.
13. Sign and print your name in the designated area, and include the date.

Complete your Form 3567 online today to ensure timely processing of your request.