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California installment agreement form 2026
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- Click ‘Get Form’ to open the California Installment Agreement form in our editor.
- Begin by entering your personal information, including your name, address, and Social Security Number (SSN) in the designated fields. If applicable, include your spouse's details.
- In Box 1, specify the monthly payment amount you intend to pay. Ensure this amount aligns with your financial capabilities.
- In Box 2, select a payment date that falls no later than the 28th of each month. This is crucial for timely processing.
- If your tax liability exceeds $10,000 or if the installment period exceeds 36 months, initial the box indicating financial hardship.
- Sign and date the form at the bottom to certify that you agree to all conditions outlined in the agreement.
- For electronic funds transfer (EFT), complete the EFT Authorization section with your bank details and select whether it’s a checking or savings account.
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