FTB 3567 - Installment Agreement Request Installment Agreement Request - ftb ca-2026

1. Click ‘Get Form’ to open the FTB 3567 in the editor.
2. Begin by entering your personal information, including your name, address, and Social Security Number (SSN) in the designated fields.
3. In Box 1, specify the monthly payment amount you can afford. Ensure this amount aligns with your financial situation.
4. In Box 2, select a payment date that is no later than the 28th of each month for automatic withdrawals.
5. If applicable, initial the box indicating financial hardship if your tax liability exceeds $10,000 or if you need an extended payment period.
6. Complete the Electronic Funds Transfer (EFT) section by providing your bank details and authorizing monthly withdrawals.
7. Review all entered information for accuracy before signing and dating the form at the bottom.
8. Once completed, save your document and follow instructions to submit it via mail or online as preferred.

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