Installment Agreement Request
On behalf of the business identified below, as an individual owner, partner or representative of the corporation, I request that the Employment Development Department (EDD) accept an installment agreement in order to liquidate debts due. The following is submitted, along with a Good Faith payment, in consideration of this request:
Employer Payroll Tax Account Number
Owner Name |
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Last 4 Digits of Social Security Number or Corporate ID Number |
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Business Name |
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Address (number and street) |
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City, State, and ZIP Code |
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Mailing Address (if different from above) |
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City, State, and ZIP Code |
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Name of Bank or Other Financial Institution |
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If you are an individual owner, partner, or a person assessed under |
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section 1735 of the CUIC and no longer in business, complete the |
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following: |
Bank Account Number |
Routing Number |
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Current Employer’s Name |
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Address |
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Address |
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City, State, and ZIP Code |
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City, State, and ZIP Code |
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Proposed payment amount: |
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Frequency (check one): |
Semi-Monthly |
Monthly |
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Day of the Month |
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Bi-Weekly |
Weekly |
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Day of Week |
$ |
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Good Faith payment enclosed: |
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$ |
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Iunderstand:
•The EDD has the right to refuse this installment agreement request.
•Installment agreements exceeding one year in length require full financial disclosure and documentation.
•Additional interest accrues daily on the unpaid balance at the rate prescribed by law.
•All missing and delinquent reports must be filed in order to request a payment arrangement.
•The EDD will file a Notice of State Tax Lien for outstanding liabilities.
•I will be subject to an offset of any state refund due to me, including state income tax refunds and lottery winnings, as well as any federal income tax refund due to me by the U.S. Department of the Treasury, as prescribed by law.
•The EDD may assess responsible individuals for any unpaid corporate, limited liability company, or limited liability partnership liability.
•Associations, corporations, LLCs and LLPs must complete and return with this form a Corporate Information Questionnaire (DE 204) (PDF).
•Failure to adhere to the installment agreement and/or incurring any additional liability may be considered a default, and involuntary collection action may be taken without further notice to me or to the organization listed above.
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Signature (Owner/Responsible Party) |
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Title |
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Date |
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Print Name |
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Phone Number |
Alternate Phone Number |
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Contact Person (please print) |
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Phone Number |
Alternate Phone Number |
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DE 927B Rev. 2 (3-19) (INTERNET) |
PO BOX 989150, MIC 92F • WEST SACRAMENTO, CA 95798-9150 |
CU |
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Page 1 of 2 |
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INSTALLMENT AGREEMENT REQUEST (DE 927B) INSTRUCTIONS
Complete all requested information. Write “N/A” (not applicable) in those areas that do not apply to your business. If the form is incomplete or unsigned, we will not be able to consider your request for an installment agreement.
If you are an individual owner, partner, or responsible person assessed under section 1735 of the California Unemployment Insurance Code (CUIC) and the business is no longer active, complete the section that requests information about your current employer.
If the installment agreement you are requesting exceeds one year in length, you must complete a financial statement and submit the required documents for substantiation. The forms Financial Statement (DE 926B) (PDF) and/or the Financial Statement for Businesses (DE 926C) (PDF) are available, but any recent financial statement which has substantially the same data is acceptable.
For account balance information, please refer to the most recent Statement of Account (DE 2176) or call the Taxpayer Assistance Center at 1-888-745-3886. You can view your DE 2176 through e-Services_for_Business (edd.ca.gov/e-Services_for_Business).
A Good Faith payment is required when requesting an installment agreement.
All missing and delinquent reports must be filed before requesting an installment agreement.
An approved installment agreement does not prevent an offset of any state or federal income tax refund; however, it may prevent involuntary collection actions. Any offset amount received will not affect your scheduled payments but may reduce the length of the agreement.
An approved installment agreement does not prevent a lien from being filed. The EDD will file a Notice of State Tax Lien (DE 2181) for outstanding liabilities.
Send Good Faith payment and completed DE 927B to:
Employment Development Department
PO Box 989150, MIC 92F
West Sacramento, CA 95798-9150
To ensure proper posting of funds to your account, please make sure your employer payroll tax account number is on your check or money order.
More information on installment agreements can be found on the Information Sheet: Installment Agreement (DE 631P) (PDF).
Forms and publications (edd.ca.gov/Payroll_Taxes/Forms_and_Publications) are available on the EDD website. To request forms or publications be mailed or faxed to you, please contact the Taxpayer Assistance Center at 1-888-745-3886.
DE 927B Rev. 2 (3-19) (INTERNET) |
PO BOX 989150, MIC 92F • WEST SACRAMENTO, CA 95798-9150 |
CU |
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Page 2 of 2 |
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