Instructions for Completing FTB 3520:
- For individuals: Provide your name, address, phone number, and social security number. If you file a joint Power of Attorney Declaration, include similar information for your spouse/RDP.
- For businesses (banks, corporations, partnerships, or limited liability companies): Provide your business name, address, phone number, and business entity identification number (e.g., California corporation number, Secretary of State number, or FEIN).
- For fiduciaries (trustees, executors, administrators, receivers, or guardians): Provide your estate/trust name, address, phone number, and FEIN (if the IRS did not provide you a FEIN, provide your SSN). The fiduciary must sign and date the declaration.
Due to the above guidance, Lacerte does not print Business Entity Identification numbers, such as the California Corporation number, the Secretary of State number and Federal Employer Identification Number, on the Form 3520 in the Individual module.
Likewise, Social Security numbers do not print in the Business modules.