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- Click ‘Get Form’ to open the FTB 3520 2015 form in the editor.
- In Part 1, enter your taxpayer information. If you are an individual, provide your name, SSN or ITIN, address, and telephone number. For fiduciaries or business entities, include the respective details.
- Move to Part 2 to appoint your representative. Fill in their full name, IRS CAF number, PTIN, address, and email. Ensure the email is correct for notifications.
- In Part 3, indicate if you authorize your representative for all tax years or specific periods. Mark the appropriate box based on your needs.
- Complete Part 4 by specifying the tax years or income periods covered by this POA. Be precise; avoid general references.
- Review Parts 5 through 9 for additional privileges and sign where required. Ensure all information is accurate before submitting.
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