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FTB 3567 Fillable Forms Hub (2010–2025)

FTB Form 3567 is the California Installment Agreement Request used by individual taxpayers to set up monthly payments for personal income tax debt owed to the Franchise Tax Board.

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Download and Preview FTB Form 3567

California Franchise Tax Board

Estimate Your Payment Plan

FTB Form 3567 Eligibility Requirements

To qualify for an FTB installment agreement, taxpayers generally must meet these requirements:

  • Total tax liability not exceeding $25,000
  • Proposed payment plan within 60 months
  • All required California income tax returns filed
  • No existing installment agreement with FTB
  • No current wage garnishment by FTB

Who Should Use This Form

Individual Taxpayers Who Cannot Pay in Full

California personal income tax filers who owe a balance on their state tax return and cannot pay in full may request monthly installment payments.

Those Meeting Basic Eligibility Requirements

Taxpayers whose tax liability does not exceed $25,000 and who can propose a payment plan within 60 months may qualify for an installment agreement.

Taxpayers Who Have Filed All Returns

Individuals who have filed all required California personal income tax returns, including any past-due filings, may submit an Installment Agreement Request using Form FTB 3567.

Those Not in an Existing Plan

Taxpayers not currently in an FTB installment agreement or under an active wage garnishment order may apply for a new payment arrangement.

Who Should NOT Use This Form

  • Taxpayers already in an installment agreement — FTB generally does not approve a new plan while an existing installment agreement is active. Submit Form 3567 only if you have no current agreement.
  • Taxpayers under wage garnishment — If FTB is currently garnishing wages through a collection order, a new installment agreement may not be granted until the garnishment situation is fully resolved.
  • Taxpayers with liability over $25,000 — Balances exceeding $25,000 may require different processing, and FTB may request a financial statement on FTB Form 3561 for additional review.
  • Business entity tax debts — FTB Form 3567 is for personal income tax only. Limited liability companies and other business entities with state tax debts may require different forms.
  • Taxpayers with unfiled returns — FTB generally requires all valid California personal income tax returns to be filed before it will process an Installment Agreement Request for your account.

Select Your Tax Year

Article Title
Tax Year
Download
California FTB 3567 (2025): Installment Agreement Request
2025
Download PDF

Not Sure Which Year to File?

If you have multiple unfiled years or received an IRS notice, getting the wrong year can delay everything — or cost you deductions you're entitled to. We can review your full situation and help you file every year correctly the first time.

FTB Form 3567 vs IRS Form 9465

Form Purpose
FTB Form 3567 Resolves Franchise Tax Board state tax debt only
IRS Form 9465 Resolves IRS debt only, not California debt

Important: IRS Form 9465 covers federal tax debt only and does not resolve California Franchise Tax Board balances. If you owe both, you must file separate requests with each agency.

What Happens If You Don't File FTB Form 3567

Penalties Continue to Accrue

Failure-to-pay penalties are added to your account until the full balance is paid.

Interest Adds Up Daily

Interest accrues daily on your unpaid tax liability, increasing the total owed over time.

Collection Action Is Possible

FTB may pursue wage garnishment, a bank levy, or a state tax lien.

Refunds May Be Offset

FTB may intercept your California tax refund and apply it toward your outstanding balance.

Requesting an installment agreement may reduce the risk of further collection action, but approval is not guaranteed.

Interest and Penalties Continue
Your tax liability continues to accrue interest and penalties until paid in full. An approved installment agreement does not stop interest from accumulating.
FTB May Approve or Reject
The Franchise Tax Board may approve or reject your installment agreement request based on your ability to pay and compliance history. Approval is not guaranteed.
FTB May Request Financial Documentation
FTB may file a state tax lien or request a financial statement on Form 3561 to evaluate your request. Incomplete information may delay approval.

Common Situations We See

If any of these sound familiar, you are in the right place. These are the most common reasons taxpayers visit this page.

"I filed my return, but can't pay the balance."
Many taxpayers file their California income tax return on time but cannot afford the full balance. FTB Form 3567 lets you propose monthly installment payments instead of facing collection action.
"I haven't filed all my required returns yet."
FTB generally requires all valid California income tax returns to be filed before approving a payment plan. Filing outstanding returns is the first step before submitting your Installment Agreement Request.
"I proposed payments I can't actually afford."
Proposing installment payments you cannot maintain may result in default and renewed collection orders. Be realistic about what you can afford and factor in ongoing interest.
"I owe both the IRS and California FTB."
Federal and state tax debts are handled separately. IRS Form 9465 addresses federal debt with the Internal Revenue Service, while FTB Form 3567 covers California state tax only.
"I received an FTB notice but didn't respond."
FTB may request additional financial information during review of your installment agreement. Not responding promptly may delay processing or lead to collection action, including a bank levy.
"I'm not sure how much I actually owe."
Before completing Form 3567, calculate your total tax liability, including penalties and interest. Check your balance through your MyFTB account page or contact the Franchise Tax Board directly.

1. Calculate Your Total Balance

Add up all California personal income tax owed, including interest and penalties. Confirm the total tax liability is generally $25,000 or less.

2. Determine Your Monthly Payment Amount

Decide what monthly payment you can realistically afford. The repayment period generally should not exceed 60 months, so divide your total balance accordingly.

3. File All Required Tax Returns

Ensure all required California personal income tax returns have been filed before submitting. FTB will not approve an installment agreement with unfiled returns.

4. Complete Form FTB 3567

Fill in your Social Security number, home address, total balance, proposed monthly payment, and bank account and routing number for Electronic Funds Transfer authorization.

5. Submit the Form to FTB

Mail the completed form to the Franchise Tax Board at PO Box 2952, Sacramento, CA 95812-2952. Keep copies and continue making tax payments.

6. Respond to Any FTB Requests

FTB may request additional financial information or a financial statement on Form 3561. Respond promptly to avoid delays in processing your request.

What Do You Want to Do Next?

Choose the option that best fits your tax situation right now.

01
File Your 3567Return Now
Review all tax years, choose the year that matches the income that you need to report, and access the correct form and instructions.
02
Get Help Preparing Your Return
If you missed tax deadlines and have unfiled years, we prepare and file each return using the correct year's forms and all applicable schedules.
03
Estimate Your Tax Situation
Not sure what you owe or where to start? Explore our tax relief services to find the right solution for your situation.

3567 Resources and Related Guides

This hub connects to everything a California taxpayer needs for installment agreements, fillable tax forms, and related FTB resources.

Frequently Asked Questions (FAQs)

How long does it take for FTB to approve an installment agreement?

Processing times vary, but FTB may take up to 90 days to review your installment agreement request. If approved, FTB adds a $34 setup fee to your balance. Submitting complete documentation, including bank account and routing number details for electronic funds transfer, may help speed the review.

Will FTB stop collection action once I submit Form 3567?

An approved installment agreement may reduce collection actions, but FTB may still apply your state tax refund toward the balance. If you default by missing payments or failing to file future income tax returns, FTB may resume collection orders, including wage garnishment, a bank levy, or a state tax lien.

Can I include all my California tax debt in one agreement?

Balances generally over $25,000 may require different processing and additional documentation. FTB may request a financial statement on Form 3561 to evaluate your ability to pay. The Franchise Tax Board determines eligibility based on your specific facts, compliance history, and overall financial situation.

What happens if I miss an installment payment?

Missing a payment may default your agreement and trigger renewed collection action. FTB may also charge a dishonored payment penalty if an automatic monthly withdrawal fails due to insufficient funds. Contact the Franchise Tax Board promptly if you cannot make a scheduled payment to discuss options.

Does interest stop accruing during an installment agreement?

No, interest continues to accrue daily on your unpaid balance until the tax liability is paid in full, even with an approved plan. Failure-to-pay penalties also continue. Paying more than the minimum or paying off the balance early can reduce total interest owed over the life of the agreement.

Can I pay off my installment agreement early?

Yes, you may pay more than the minimum monthly amount or pay off the remaining balance early without penalty. Making larger tax payments reduces total interest accrued. Submit additional payments through the FTB website, by mail, or through your MyFTB account page at any time.

Do I need to provide financial information with my request?

FTB may request a financial statement on Form 3561, especially if your balance exceeds $25,000 or if you need longer than 60 months. This form requires detailed financial information about income, expenses, and assets. Providing incomplete payment details may delay processing or result in the denial of your request.

What if my installment agreement request is denied?

FTB will notify you in writing with reasons for denial. You may reapply with updated financial information, propose a different payment amount, or explore other relief options. A tax professional can help you determine what changes to make before resubmitting your request to the California Franchise Tax Board.

Filing Late, Missing Records, or Dealing With the IRS?

If you owe California state tax and need a payment plan, you are not alone. Thousands of taxpayers use FTB Form 3567 to request an installment agreement with the Franchise Tax Board. A tax professional can help you navigate the payment process and avoid costly mistakes.