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Listed below are acceptable power of attorney forms.
Power of Attorney Declaration for administration of tax matters, non-tax matters, and Schedule for Multiple Banks and Corporations. Our form is now available in a fillable PDF:
- Form FTB 3520 (fill-in)
What form should I use?
We encourage you to use our Power of Attorney Declaration (form FTB 3520). However, if you use any other power of attorney form it must contain all of the following information:
- Your name and mailing address.
- Your social security number or business entity identification number.
- The name and mailing address of your representative.
- The types of Franchise Tax Board matters involved.
- The specific tax years or time periods involved.
- For estate tax matters, the decedent's name, date of death, and the representative's authorization.
- A clear statement as to the authority granted to your representative.
- Your signature and date.
Other Acceptable Forms
- IRS Power of Attorney (Form 2848)
- IRS Tax Information Authorization (Form
8821)
- Specific authorization to use IRS forms must be given to the Franchise Tax Board in order to process your request.
- Grant authorization by writing 540 (or 100S, 565, etc.) on either IRS from, under Section 3, Tax Matters, in the Tax Form Number box and specify the year(s).
- Board of Equalization Power of Attorney (BOE
392)
- Specifically authorize the Franchise Tax Board by checking the appropriate box. The BOE 392 is a joint form accepted by the Board of Equalization (BOE), Employment Development Department (EDD), and the Franchise Tax Board (FTB).
- General and Durable Powers of Attorney
- Handwritten power of attorney
- Form FTB 3520 must be attached to General, Durable or Handwritten Power of Attorney to help ensure processing.
- Employment Development Department Power of Attorney (DE 48)
- Power of Attorney Frequently Asked Questions (form FTB 1144)