Follow the steps to complete the CA DE 926B online efficiently.

1. Click 'Get Form' button to access the CA DE 926B and open it in your preferred editor.
2. Provide your business information in the first section, including the Employer Payroll Tax Account Number, Business Name, and contact information.
3. In Section I, enter personal information for both the applicant and the spouse or registered domestic partner. This includes names, addresses, last four digits of Social Security Numbers, driver's license numbers, and birthdates.
4. List dependents, including their names, ages, and relationships to you, along with any other monthly income sources they may have.
5. Move to Section II for Liquid Assets. Document cash on hand, bank accounts, accounts/notes receivable, available credit sources, securities, and life insurance values as requested.
6. In Section III, record all personal assets like vehicles, boats, RVs, and motorcycles, detailing their year, make, model, license number, market value, balance due, legal owner, and equity.
7. Complete Section IV by detailing real property assets, including the ownership type, physical address, county, market value, monthly payment, balance due, and equity.
8. Proceed to Section V for monthly income information, input gross wages/salaries for both applicants and spouses, and provide details on mandatory payroll deductions and other income sources.
9. In Section VI, outline your monthly expenses, including necessary living expenses, support payments, utilities, vehicle expenses, medical expenses, and debts.
10. Finally, review Section VII for any other information, such as professional licenses, court proceedings, anticipated changes in income, and health considerations that could impact financial status.
11. Ensure that all fields are completed accurately. Any unanswered fields should be marked as 'N/A.' Once finished, save the changes, download, print, or share the completed form as needed.

Complete your CA DE 926B online today for a streamlined process!