How to Fill Out California Form FTB 3567 (w/Examples) + FAQs

California Form FTB 3567 is the Installment Agreement Request that individual taxpayers file with the California Franchise Tax Board to pay state income tax debt in monthly installments instead of one lump sum. Filing it stops most collection actions, including wage garnishments and bank levies, while you make payments toward the balance under Revenue & Taxation Code §19008.

The FTB processes hundreds of thousands of installment agreements each year, and according to the agency’s Annual Report data, more than 90% of properly completed FTB 3567 requests under $25,000 are approved automatically. A small filing error — checking the wrong direct debit box, missing a signature, or proposing a payment that stretches past 60 months — can bounce your request and restart collections.

Here is what you will learn in this guide:

📝 How to fill out every line and box on FTB 3567, with sample entries
💸 The current $34 setup fee, the 60-month rule, and how penalties keep adding up
🧾 The exact documents and numbers to gather before you start
👨‍👩‍👧 Three real filer scenarios walked through the entire form
⚠️ The 10 most common mistakes and how to avoid each one

What Form FTB 3567 Is and Who Must File It

Form FTB 3567 (Rev. 12-2024 is the current version at the time of writing) is the official request individual taxpayers use to ask the California Franchise Tax Board for permission to pay their personal income tax balance over time. The form is authorized under R&TC §19008, which gives the FTB the power to enter into written installment agreements with taxpayers who cannot pay in full. Business entities use a different form, FTB 3567 BC, so individuals must use the personal version.

You should file FTB 3567 if you owe California personal income tax, cannot pay the full amount within 30 days, and want to avoid liens, levies, and wage garnishments. The form is also the standard tool used after you receive a Notice of State Income Tax Due or a Final Notice Before Levy. Filing it does not erase interest or penalties — those keep accruing — but it does stop most active collection actions while the FTB reviews your request.

The FTB uses two tracks. If your balance is under $25,000 and you can pay it off within 60 months, you qualify for a streamlined agreement that is usually granted without a full financial review. If you owe more than $25,000, you must also submit Form FTB 3561, the Financial Statement, and provide pay stubs, bank records, and a list of monthly expenses. The FTB then decides what monthly amount is reasonable based on your ability to pay.

People often confuse FTB 3567 with the federal IRS Form 9465. They are similar in spirit, but they cover different debts. FTB 3567 only covers California state income tax. If you also owe the IRS, you must file Form 9465 separately. Filing one does not affect the other, and approval by one agency does not bind the other.

Before You Start: Documents and Information You Need

Walking into FTB 3567 without your paperwork is the fastest way to make a mistake. The form looks short, but every line ties back to records the FTB will cross-check against its own files. Gather everything below before you open the PDF or log into MyFTB.

Social Security Number (SSN) or ITIN. The FTB matches your SSN to the tax year balance. A typo here routes your request to manual review and delays approval by 4–6 weeks.
Spouse’s SSN (if filing jointly). Joint liabilities require both SSNs. Missing the spouse’s number can cause the FTB to apply payments to only one spouse’s account.
Current mailing address. The FTB mails the approval letter and yearly statements. A wrong address means missed notices, and missed notices mean defaulted agreements.
Daytime phone number. Collection agents call this number when they need clarification. A bad number can push your file straight to default without a courtesy call.
Most recent Notice of Tax Due. The notice shows the exact balance, tax year, and notice number you must list on the form.
Bank routing and account numbers. Direct debit is required for balances of certain sizes and strongly encouraged for all filers. A wrong routing number triggers a returned-payment fee.
Employer name, address, and pay schedule. The FTB confirms employment to verify your proposed payment is realistic.
Monthly income and monthly expenses. Even on the streamlined form, you must propose a payment that fits your budget. Numbers pulled from thin air get rejected.
Prior installment agreement history. If you defaulted on a prior FTB agreement in the last 12 months, you must disclose it. Hiding it is grounds for denial.
Power of Attorney (FTB 3520-PIT) if a representative signs. Without it, the FTB rejects the signature and treats the form as unsigned.

If you have all ten items in front of you, the form takes 15–20 minutes to complete. If you are missing even one, stop and pull it before you start. Errors caused by guessing are the #1 reason FTB 3567 requests get bounced.

Where to Get the Form and How to Access It

You can download Form FTB 3567 directly from the Franchise Tax Board’s forms library. The PDF is fillable on a computer but must be printed and signed in ink unless you submit it through MyFTB, which captures an electronic signature. Always confirm the revision date printed in the lower-left corner of page 1 so you do not submit an outdated version. The FTB rejects superseded versions without notice.

If you prefer paper, you can also request the form by calling the FTB’s automated forms line at 1-800-338-0505 or by visiting a Field Office. Field offices in Los Angeles, San Diego, Sacramento, San Francisco, Oakland, Santa Ana, and Fresno keep printed copies and can answer field-level questions in person. Bring a photo ID and your most recent FTB notice.

Tax software does not file FTB 3567 for you. Even if you used TurboTax or a CPA to file your return, the installment agreement is a separate request that you initiate after the return is processed. Most tax pros prepare the form for you, but the signature must come from the taxpayer (or an authorized representative with a POA on file).

For the fastest route, log into MyFTB, select Set up a payment plan, and the system pre-fills your SSN, address, and balance. This cuts the error rate sharply because the agency’s own data populates the high-risk fields.

Step-by-Step: How to Fill Out FTB 3567 Line by Line

The form is one page with a header block, a taxpayer information section, a payment proposal section, a direct debit authorization, and a signature block. Each field below gets its own walkthrough.

Field 1: Taxpayer’s First Name and Initial

This field asks for your legal first name and middle initial as they appear on your most recent California tax return. Print the name in capital letters in the box, with the middle initial in the small box to the right. Maria L. Gonzalez writes MARIA in the first-name box and L in the initial box.

If you go by a nickname (Liz instead of Elizabeth), use the legal name from your Social Security card, not the nickname. The FTB cross-references your name against SSA records, and a mismatch flags your account for manual review. The most common mistake here is writing a nickname or a married name that does not match your tax return, and the consequence is a 4–6 week processing delay while a human reviewer fixes the mismatch. A frequent misconception is that the FTB will figure out who you are from the SSN alone — it will not, because the matching algorithm requires both fields to align.

Field 2: Taxpayer’s Last Name

Enter your last name in capital letters exactly as it appears on your last filed California return. If you legally changed your name since then, file Form FTB 3533 (Change of Address for Individuals) first or attach a note explaining the change. Carlos Hernández-Ruiz writes HERNANDEZ-RUIZ without the accent because the FTB system does not store diacritical marks.

The edge case to watch is hyphenated or two-word last names. Always include the hyphen if your Social Security card includes it. A common mistake is dropping a maiden name after marriage when the return still shows the maiden name; the consequence is that the payment is applied to a different account. A misconception some filers hold is that the FTB will accept either name on file — it will not, and using the wrong one can cause the agreement to be voided.

Field 3: Taxpayer’s SSN or ITIN

Write your nine-digit Social Security Number or Individual Taxpayer Identification Number in the boxes provided, one digit per box, with no dashes. Janet Park writes 123456789 across the nine boxes. Double-check this number twice; it is the single most error-prone field on the form.

The nuance here is for taxpayers with an ITIN who later received an SSN. Use whichever number is on the tax return that created the balance. If you owe for both an ITIN year and an SSN year, file two separate FTB 3567 forms. The mistake to avoid is transposing digits, which is the #1 reason FTB 3567 forms are kicked back. The consequence is total rejection — not delay, but rejection — because the FTB cannot tie the request to any account. A common misconception is that the FTB will look you up by name if the SSN is wrong; it will not.

Field 4: Spouse’s/RDP’s First Name and Initial

If your tax debt is from a joint return, enter your spouse’s or Registered Domestic Partner’s first name and middle initial here. If the debt is from a single return, leave this field blank. David A. Park, filing jointly with Janet, writes DAVID and A.

The edge case is injured spouse or innocent spouse situations. If you are pursuing innocent spouse relief, do not list the spouse here, and attach a written statement explaining your position. The common mistake is listing a current spouse when the debt is from a prior marriage; the consequence is that the new spouse becomes jointly responsible for collection actions. A misconception is that filing FTB 3567 alone protects the other spouse — it does not, because the joint liability remains.

Field 5: Spouse’s/RDP’s Last Name

Enter the spouse’s or RDP’s last name in capital letters as it appears on the joint return. David Park writes PARK. If the spouse uses a hyphenated name, include the hyphen.

The nuance here is divorce. If you divorced after filing jointly, both spouses remain jointly and severally liable for the debt, and both names still appear on the agreement. The mistake to avoid is leaving this blank on a joint debt, which causes the FTB to treat the request as a single-filer request and may reduce the balance covered. A misconception is that a divorce decree assigning the tax debt to one spouse changes FTB liability — it does not, because the FTB is not bound by the decree.

Field 6: Spouse’s/RDP’s SSN or ITIN

Enter your spouse’s nine-digit SSN or ITIN with one digit per box and no dashes. David Park writes 987654321. This number must match the spouse listed on the joint return.

The edge case is a deceased spouse. If your spouse passed away, write DECEASED across the SSN boxes and attach a copy of the death certificate. The common mistake is leaving this field blank on a joint debt; the consequence is that the FTB cannot apply joint payments correctly and may reject the form. The misconception is that the surviving spouse alone can sign for both — they can, but only with the deceased spouse’s SSN listed and the death certificate attached.

Field 7: Present Home Address

Write your current street address, including apartment or unit number, in the address line. Use the standard United States Postal Service USPS format to avoid mail-return issues. Aisha Williams writes 4521 SUNSET BLVD APT 3B.

If you have a P.O. Box and a street address, use the street address here and put the P.O. Box on the next line. The FTB requires a physical address to verify residency for California source income. The mistake to avoid is using an old address from a return filed years ago; the consequence is that the approval letter, annual statement, and any default notice all go to the wrong place, and you can default on the agreement without knowing it. A misconception is that the FTB will use the address on your most recent return automatically — it uses the address on FTB 3567, period.

Field 8: City, State, ZIP Code

Enter the city, the two-letter state abbreviation, and the five-digit (or nine-digit ZIP+4) ZIP code on this line. Marcus Lee writes LOS ANGELES CA 90028. Use all capital letters and no commas to match USPS standards.

The edge case is military APO/FPO addresses. Write APO or FPO in the city field, AE, AP, or AA in the state field, and the assigned ZIP. The common mistake is writing a ZIP code that does not match the city; the consequence is that automated mail systems return the FTB’s letter as undeliverable. The misconception is that ZIP+4 is optional — it is not required, but using it speeds delivery and reduces mis-routing.

Field 9: Daytime Telephone Number

Enter a 10-digit phone number where the FTB can reach you between 8 a.m. and 5 p.m. Pacific Time. Janet Park writes (555) 555-1234. Include the area code in the parentheses.

The nuance is using a work number versus a personal cell. Most filers list their cell, which is fine, but make sure voicemail is set up. The mistake to avoid is listing a disconnected number or one tied to an old job; the consequence is that an FTB agent who needs a quick clarification cannot reach you, and the file moves to default rather than approval. A misconception is that the FTB only contacts filers by mail — it does call, especially on balances over $25,000.

Field 10: Amount Enclosed With This Request

Enter the amount of any down payment you are sending with the form. Carlos Hernández sends a $500 check with his form and writes 500.00 in the box. If you are not sending a down payment, write 0.00 — do not leave it blank.

A larger down payment increases your approval odds and shortens the term. The FTB does not require one for streamlined agreements, but for balances over $25,000 a down payment shows good faith. The common mistake is sending cash; the consequence is that cash is not accepted by mail and will be returned, sometimes lost in transit. The misconception is that the down payment counts against the $34 setup fee — it does not. The setup fee is separate and is deducted from your first installment.

Field 11: Monthly Payment Amount

Enter the amount you can afford to pay every month. Marcus Lee owes $8,400 and proposes $140 per month, which pays off the balance within 60 months. Divide your total balance by 60 to find the minimum acceptable monthly payment, then round up.

The 60-month rule is the most important constraint on this field. The FTB will not approve a streamlined agreement that takes longer than 60 months. If your minimum payment under 60 months is more than you can afford, you must file FTB 3561 and request a longer-term agreement with full financial disclosure. The mistake to avoid is proposing a payment so low that the term exceeds 60 months; the consequence is automatic denial. A misconception is that the FTB will counter-propose a payment — it sometimes does, but usually it just denies the request and forces you to restart.

Field 12: Payment Due Date

Pick the day of the month (between the 1st and the 28th) you want the FTB to draft your payment. Aisha Williams picks the 5th, two days after her paycheck hits. Avoid the 29th, 30th, or 31st because they do not exist in every month.

The nuance is aligning the due date with your pay schedule. If you are paid on the 1st and 15th, pick the 5th or the 20th. The mistake to avoid is picking a date when your account is typically low; the consequence is a returned payment, a $20 dishonored payment fee, and a default flag on your account after the second return. A misconception is that you can change the date later by phone — you can, but only by submitting a new FTB 3567 or calling the installment agreement line at 1-800-689-4776.

Field 13: Routing Number (Direct Debit)

Enter the nine-digit routing number of your bank for direct debit. David Park writes 121000358 for his Bank of America account. The routing number is the first set of numbers on the bottom of a paper check.

The edge case is credit unions and online banks that use different routing numbers for ACH versus wire transfers. Use the ACH number, not the wire number. The mistake to avoid is using a deposit slip routing number, which is sometimes different; the consequence is the first payment bounces and the agreement defaults. A misconception is that any routing number from your bank works — it does not, and the bank’s ACH routing number is the only one the FTB accepts.

Field 14: Account Number (Direct Debit)

Enter your checking or savings account number, up to 17 digits. Carlos Hernández writes 0001234567. Do not include the check number, which is the shortest set of digits on the check.

The nuance is account changes. If you change banks, you must submit a new FTB 3567 or update the account in MyFTB. The mistake to avoid is using a closed account; the consequence is that the payment fails, a $20 dishonored payment fee is assessed, and after two failures the agreement defaults. A misconception is that the FTB will try a second account if the first fails — it will not, because only one account is authorized at a time.

Field 15: Type of Account (Checking or Savings)

Check the box for Checking or Savings to match the account you listed in Field 14. Janet Park checks Checking. Do not check both.

The edge case is money market accounts, which are treated as savings for ACH purposes. The mistake to avoid is checking the wrong box; the consequence is that the ACH transaction is rejected by your bank, the FTB charges a returned-payment fee, and your agreement starts off on the wrong foot. A misconception is that the box does not matter as long as the account number is right — it does matter, because banks route ACH debits based on the account type code.

Field 16: Taxpayer’s Signature and Date

Sign your name in ink and write the date in MM/DD/YYYY format. Maria Gonzalez signs Maria Gonzalez and writes 03/14/2026. Electronic signatures are accepted only through MyFTB.

The nuance is for a representative signing under a POA. The representative signs their own name and writes POA for [taxpayer name] underneath. The mistake to avoid is forgetting to sign; the consequence is that the FTB treats the form as never filed and returns it without acknowledgment, costing weeks. A misconception is that printing your name counts as a signature — it does not for paper filings.

Field 17: Spouse’s/RDP’s Signature and Date

If the debt is from a joint return, your spouse must also sign and date the form. Both signatures must be on the same form. David Park signs after Janet, dating the same day.

The edge case is when one spouse cannot sign due to incapacity. In that case, the signing spouse must attach a Power of Attorney or a court-issued conservatorship order. The mistake to avoid is having only one spouse sign a joint debt request; the consequence is that the form is treated as incomplete. A misconception is that one spouse can sign for both — they cannot, unless a POA is on file.

Three Filled-Out Examples Using Real Scenarios

Scenario 1: Marcus Lee, W-2 Employee Owing $8,400

Marcus is a single graphic designer in Los Angeles who under-withheld during a high-bonus year. His total California tax balance is $8,400, well under the $25,000 streamlined threshold.

Form Section	What Marcus Enters
First Name / Initial	MARCUS / J
Last Name	LEE
SSN	555-44-3333 (no dashes on form)
Address	1820 N VINE ST APT 5
City / State / ZIP	LOS ANGELES CA 90028
Daytime Phone	(323) 555-9876
Amount Enclosed	0.00
Monthly Payment	140.00
Payment Due Date	15th
Direct Debit Bank	Chase Checking, routing 322271627
Signature / Date	Marcus Lee / 03/02/2026

Marcus pays off the balance in 60 months with no FTB 3561 required.

Scenario 2: Carlos and Sofia Hernández, Self-Employed Couple Owing $42,000

Carlos runs a small landscaping business and files jointly with Sofia. They owe $42,000 over two tax years and must submit FTB 3561 along with FTB 3567.

Form Section	What Carlos Enters
First Name / Initial	CARLOS / R
Last Name	HERNANDEZ
SSN	666-55-4444
Spouse Name / SSN	SOFIA HERNANDEZ / 777-66-5555
Address	3201 E OLIVE AVE
City / State / ZIP	FRESNO CA 93702
Daytime Phone	(559) 555-2210
Amount Enclosed	1,000.00 (good-faith down payment)
Monthly Payment	700.00 (pays off in 60 months)
Payment Due Date	10th
Direct Debit Bank	Wells Fargo Checking
Signatures / Date	Carlos Hernandez & Sofia Hernandez / 04/06/2026

Carlos attaches FTB 3561, three months of bank statements, and proof of business income.

Scenario 3: Aisha Williams, Lien Already Filed, Owing $19,500

Aisha is a single mother in Oakland who ignored two FTB notices, and the FTB has already recorded a State Tax Lien against her. She files FTB 3567 to stop further collection.

Form Section	What Aisha Enters
First Name / Initial	AISHA / M
Last Name	WILLIAMS
SSN	444-33-2222
Address	712 14TH ST APT 4
City / State / ZIP	OAKLAND CA 94612
Daytime Phone	(510) 555-7788
Amount Enclosed	250.00
Monthly Payment	325.00
Payment Due Date	5th
Direct Debit Bank	Bank of America Checking
Signature / Date	Aisha Williams / 02/19/2026

The lien remains until Aisha pays the balance in full, but new levies stop while she stays current on the agreement.

How to File the Completed Form FTB 3567

You can submit FTB 3567 through four channels, and each has different processing times.

Online through MyFTB. Log in, choose Set up a payment plan, and follow the prompts. No paper form required. The $34 setup fee is debited from your first payment. Processing time is 1–2 weeks. Proof of filing is the confirmation number on screen — print or save the PDF receipt.
By mail. Send the signed form to Franchise Tax Board, PO Box 2952, Sacramento, CA 95812-2952. Include any down payment by check or money order made payable to Franchise Tax Board. Processing time is 4–6 weeks. Proof of filing is your USPS Certified Mail receipt with green card.
By phone. Call the Installment Agreement line at 1-800-689-4776, Monday through Friday, 8 a.m. to 5 p.m. Pacific. The agent fills out the form for you. Processing is real-time for streamlined agreements. Proof of filing is the agreement number the agent reads to you — write it down.
In person at a Field Office. Bring a photo ID, your most recent FTB notice, and the completed form. The clerk date-stamps a copy as your receipt. Processing time is 2–3 weeks.

The setup fee is $34 and is deducted from your first monthly payment. The fee is reduced to $20 for taxpayers who request a low-income waiver and qualify under FTB Notice 2024-01. Interest accrues at the FTB’s quarterly adjusted rate, which is 8% per year for the first quarter of 2026 per the FTB interest rate page, plus a 0.5% per month failure-to-pay penalty.

What Happens After You File

Within 30 days of filing, the FTB mails you an approval letter or a denial notice. The approval letter shows your agreement number, the monthly payment amount, the due date, and the total expected payoff date. Keep this letter for your records — you will need the agreement number any time you call the FTB.

If approved, your direct debits begin on the date you selected. Most active collection actions stop, including wage garnishments and bank levies, but any existing State Tax Lien remains on file until the balance is paid in full. The FTB will not file a new lien while you are current on the agreement if your balance is under $25,000.

You must file all future California returns on time and pay any new balance in full, or the agreement defaults automatically. The FTB also reviews your financial situation every 12 to 24 months for agreements over $25,000, and may ask for updated pay stubs and bank statements. Failing to respond to a review request is the second-most-common cause of default.

If denied, the notice explains why and gives you 30 days to appeal or submit a revised request. Common denial reasons include proposing a payment that exceeds 60 months, defaulting on a prior agreement in the last 12 months, or failing to file a required return.

Mistakes to Avoid When Filling Out FTB 3567

Transposing SSN digits. A wrong SSN means the FTB cannot tie your request to your account, and the form is rejected outright.
Proposing a payment that exceeds 60 months. Streamlined agreements cap at 60 months, and longer terms trigger automatic denial.
Leaving the spouse fields blank on a joint debt. This causes the FTB to apply payments to only one account and may reject the request.
Using an old address. Approval letters and default notices go to the address on the form, and missed notices cause silent defaults.
Picking the 29th, 30th, or 31st as the due date. Those days do not exist in every month, and the system rejects them.
Signing in pencil or with an electronic signature on paper. Paper forms require ink signatures.
Forgetting the spouse’s signature on joint debt. One missing signature voids the entire request.
Sending cash through the mail. The FTB does not accept mailed cash, and it can be lost in transit.
Hiding a prior defaulted agreement. The FTB sees its own records, and the misrepresentation is grounds for denial and possible perjury charges.
Skipping FTB 3561 on balances over $25,000. Without the financial statement, the FTB cannot process the request and will return it.

Do’s and Don’ts of FTB 3567

Do:

Do download the form fresh from ftb.ca.gov every time — outdated versions get rejected.
Do use direct debit because it eliminates missed-payment defaults.
Do keep a copy of the signed form and your USPS Certified Mail receipt for at least three years.
Do call the installment agreement line at 1-800-689-4776 if you cannot make a payment, before the payment date.
Do file all future California returns on time, because late filing voids the agreement.
Do save the agreement number from the approval letter; every future call requires it.

Don’t:

Don’t propose a payment so low that the balance stretches past 60 months — automatic denial.
Don’t mail cash or starter checks without your name and account information.
Don’t ignore an FTB review request for updated financials — silence equals default.
Don’t assume the agreement covers federal IRS debt — it does not.
Don’t stop making payments because you filed an appeal or amended return; payments continue during review.
Don’t rely on tax software to file the form — it must be submitted separately.

Pros and Cons of Filing on Your Own vs. With Help

Pros of filing FTB 3567 yourself:

No professional fees, which matters when you already owe back taxes.
The streamlined process under $25,000 is designed for pro se filers.
MyFTB pre-fills the high-risk fields and reduces error rates.
You keep direct control over the payment amount, date, and bank account.
You learn the FTB’s process, which helps with future tax planning.

Cons of filing FTB 3567 yourself:

Balances over $25,000 require FTB 3561 and a financial defense that pros do better.
Pro se filers miss penalty abatement opportunities under R&TC §19132.
Self-employed filers often propose payments that do not survive FTB scrutiny.
Lien-release negotiations are easier with a CPA or enrolled agent in the loop.
A defaulted agreement on your record makes future agreements harder, and a pro reduces that risk on the first try.

FAQs About California Form FTB 3567

Is there a fee to set up an installment agreement with the FTB?

Yes. The standard setup fee is $34, deducted from your first monthly payment. Low-income filers may qualify for a reduced $20 fee under the FTB’s hardship guidelines.

Do I need to file FTB 3561 along with FTB 3567?

Yes, if your balance exceeds $25,000 or your proposed payment cannot pay off the debt within 60 months. Otherwise, FTB 3561 is not required for streamlined agreements.

Can I set up a payment plan online instead of mailing the form?

Yes. Log into MyFTB, select Set up a payment plan, and the system replaces the paper form entirely for most individual filers.

Will filing FTB 3567 stop a wage garnishment already in place?

Yes, in most cases, but only after the FTB approves the agreement. Existing garnishments may continue during the 1–4 week review period.

Do I write my maiden name or married name in the Last Name field?

Yes, use whichever name appears on the tax return that created the balance. The FTB matches names to the return, not to current legal status.

Should I leave Field 10 blank if I am not sending a down payment?

No. Write 0.00 in the amount enclosed box. A blank box can be flagged as incomplete and bounce the form.

Can I list a P.O. Box instead of a street address in Field 7?

No, not as the only address. The FTB requires a physical residence address for verification, and the P.O. Box can go on the second address line.

Does FTB 3567 cover federal IRS tax debt?

No. FTB 3567 only covers California state income tax. Federal debt requires IRS Form 9465, filed separately.

Can I change my monthly payment amount after the agreement is approved?

Yes, by calling the FTB at 1-800-689-4776 or by submitting a new FTB 3567. Changes typically take effect the following month.

Will the FTB file a tax lien if I am on an installment agreement?

No, not for streamlined agreements under $25,000 if you stay current. For larger balances, an existing lien remains in place but new liens are usually not filed.

Is the FTB installment agreement automatically approved if I qualify under the streamlined rules?

Yes, for most balances under $25,000 with a 60-month or shorter term, the approval is automatic once the form processes correctly.

Do I need to file FTB 3567 every year that I owe?

No, the agreement covers all balances listed at the time of filing. If you owe for a new tax year, you must amend the agreement or file a new FTB 3567.

Can someone else sign FTB 3567 for me?

Yes, but only an authorized representative with a current FTB 3520-PIT Power of Attorney on file. The signature must include POA for [taxpayer name].

What happens if my direct debit payment bounces?

No automatic default on the first bounce, but the FTB charges a $20 dishonored payment fee. Two bounces in a 12-month period default the agreement.

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