Instruction and Information Sheet - California 2026

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  1. Click ‘Get Form’ to open the Instruction and Information Sheet - California in the editor.
  2. Begin by entering your personal information in the designated fields, including your name, address, case number, phone number, driver’s license number, and date of birth.
  3. Select one of the options (a, b, or c) that best describes your financial situation. If you receive public benefits, check all applicable boxes under option a.
  4. If you choose option b, indicate your gross monthly household income and circle your family size from the provided list.
  5. For option c, ensure you provide documentation supporting your claim that your disposable income does not exceed $400.00.
  6. Proceed to fill out the second page if you selected option 2(c). Provide detailed information about your monthly income and expenses as required.
  7. Review all entered information for accuracy before submitting. Sign and date the form at the bottom to confirm its correctness.

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Failure to file the required Statement of Information with the Secretary of State as outlined in statute may result in penalties being assessed by the Franchise Tax Board and suspension or forfeiture.
The California information file contains citations to information relating to California found in the resource collections of the California State Library acquired from the 1840s through 1986. This publication was supported in part by the U.S. Office Libraries and Learning Technologies, Dept.
Every California and registered foreign limited liability company must file a Statement of Information with the California Secretary of State, within 90 days of registering with the California Secretary of State, and every two years thereafter during a specific 6-month filing period based on the original registration
How To Complete Form 540: A Step-by-Step Guide Step 1: Gather required information and documents. Step 2: Provide basic information. Step 3: Report income. Step 4: Calculate adjustments and deductions. Step 5: Determine tax liability and credits. Step 6: Withholdings and payments. Step 7: Review and sign.
Your AGI is on Form 1040, U.S. Individual Income Tax Return, line 11. You can find last years AGI: In your Online Account. On last years tax return request a copy.

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Every corporation and limited liability company is required to file a Statement of Information either every year or every two years as applicable. The Secretary of State sends a reminder to the business entity approximately three months prior to the date its filing is due.

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