Get Ftb 2058 Pc (rev 08-2013) Financial Information Record Match (firm) Temporary Exemption/suspension

Filling out the FTB 2058 PC (REV 08-2013) form is essential for financial institutions seeking a temporary exemption or suspension from the Financial Institution Record Match program. This guide provides clear and detailed instructions to assist users in completing the form online effectively.

Follow the steps to fill out the FTB 2058 PC form online.

1. Press the ‘Get Form’ button to access the FTB 2058 PC (REV 08-2013) form and open it in your preferred editor.
2. Enter the financial institution’s name as it appears on the FTB 2060, Election. This is important for matching with existing records.
3. Provide the Federal Employer Identification Number (FEIN) of your institution accurately. This number is essential for identification purposes.
4. Fill in the street address, city, state, and zip code of the financial institution. If the mailing address differs, include that information as well.
5. Indicate the contact person by providing their name, title, fax number, telephone number, and email address. This person should be able to respond to any inquiries related to the request.
6. Select one of the three types of actions submitted. Specify the required details for Item 2 or 3 if applicable, providing sufficient justification for your request.
7. Ensure that an authorized representative of the financial institution signs the form, providing their name, title, and date of signature.
8. Review all entered information for accuracy before completing the process. After ensuring the details are correct, proceed to save changes, download, or print the completed form.
9. Submit the form by faxing it to 916.843.0267 or mailing it to the provided address: FIRM MS A243, Franchise Tax Board, PO Box 1468, Sacramento, CA 95812-1468.

Complete your forms online for efficient processing.