FTB 3567 Installment Agreement Request FTB 3567, Installment Agreement Request-2026

1. Click ‘Get Form’ to open the FTB 3567 Installment Agreement Request in the editor.
2. Begin by filling in your personal information, including your name, address, and Social Security Number (SSN) or FTB ID. If applicable, include your spouse's details.
3. In Box 1, enter the amount you plan to pay each month towards your tax liability. Ensure this amount is realistic based on your financial situation.
4. In Box 2, select a date for your monthly payments. This date must be no later than the 28th of each month to avoid processing delays.
5. Complete the Electronic Funds Transfer (EFT) Authorization section by providing your bank details. Make sure to specify whether it’s a checking or savings account.
6. Review all entered information for accuracy before signing and dating the form at the bottom.
7. Once completed, save your document and follow the instructions to submit it via mail or online as preferred.

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