Get 3567 Booklet - Formsend

The 3567 Booklet - FormSend is an essential document for requesting an installment agreement with the Franchise Tax Board in California. This guide provides a step-by-step approach to ensure that users can efficiently complete the form online and submit their request without any errors.

Follow the steps to fill out the 3567 Booklet - FormSend online.

1. Press the ‘Get Form’ button to access the form and open it in the online editor.
2. Begin by printing your first name, middle initial, and last name in the designated fields.
3. Input your social security number (SSN) in the required section.
4. If applicable, provide your spouse’s first name, middle initial, last name, and their SSN following the same order as on your California state tax return.
5. Fill in your current home address including the number, street, apartment number (if any), city, state, and zip code.
6. Enter your home phone number, your work phone number, and your spouse’s work phone number where indicated.
7. State your total account balance for all years owed to ensure accurate installment amounts.
8. Enter the amount you can afford to pay each month, aiming to make payments as large as possible to minimize interest charges.
9. Select a date from the 1st through the 28th of the month for bank transfers.
10. Input your bank routing number, which is the first nine-digit number at the bottom of your check.
11. Provide your bank account number, ensuring it is a valid checking or savings account.
12. Enter the bank name and address as requested.
13. Indicate whether your bank account is a checking or savings account by checking the appropriate box.
14. Sign and print your name in the authorized signature section and include the date of signing.
15. Review all entered information for accuracy and completeness, then save your changes, download, print, or share the form as needed.

Complete your documents online today for efficient management!