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The California 3533 B form serves as a crucial tool for businesses, exempt organizations, estates, and trusts looking to update their mailing or physical addresses. This form is essential for those filing various tax returns, including Forms 100, 100S, 100W, 109, 199, 541, 565, or 568. It allows entities to officially notify the California tax authorities of any changes in their contact information, ensuring that all correspondence is directed to the correct location. The form requires basic information such as the California corporation number, Secretary of State file number, and the Federal Employer Identification Number (FEIN). Additionally, it asks for the entity's name and both old and new addresses, including specific details for foreign addresses if applicable. To complete the process, a signature from an owner, officer, or authorized representative is necessary, along with the date of submission. Importantly, this form should not be attached to your tax return, highlighting its specific purpose in maintaining accurate records with the state.

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Change of Address for Businesses,

 

 

CALIFORNIA FORM

 

 

 

Exempt Organizations, Estates and Trusts

 

 

3533-B

 

 

Do not attach this form to your tax return.

Complete This Form to Change Your Business Mailing Address or Business Location Address

Complete this form if you file any of the following business, exempt organization, estate or trust income tax returns (Forms 100, 100S, 100W, 109, 199, 541, 565, or 568).

California corporation number

California Secretary of State file number

 

FEIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business, exempt organization, estate, or trust name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Old additional information (see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Old mailing address (no., street, room or suite no.). If a PO box, see instructions.

 

 

 

 

 

 

 

 

 

PMB no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

 

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Foreign country name

 

 

 

Foreign province/state/county

 

 

 

 

 

 

 

Foreign postal code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

New additional information (see instructions)

New mailing address (no., street, room or suite no.). If a PO box, see instructions.

 

PMB no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Foreign country name

 

 

Foreign province/state/county

 

 

 

 

 

 

 

 

Foreign postal code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

New business additional information (see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

New business location address (no., street, room or suite no.).

 

PMB no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

State

 

 

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Foreign country name

 

 

Foreign province/state/county

 

 

 

 

 

 

 

 

Foreign postal code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of owner, officer, or representative

 

 

 

 

Date (mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

 

 

 

SIGN

X

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HERE

Title

 

 

 

 

Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8511213

FTB 3533-B 2021

Form Specifications

Fact Name Details
Purpose This form is used to change the mailing address or business location address for various entities.
Applicable Entities It applies to businesses, exempt organizations, estates, and trusts that file specific tax returns.
Tax Returns Relevant tax returns include Forms 100, 100S, 100W, 109, 199, 541, 565, or 568.
Filing Instructions Do not attach this form to your tax return when submitting.
Identification Numbers Include your California corporation number, Secretary of State file number, and FEIN.
Old Address Information Provide the old mailing address and location address, including city and state.
New Address Information Fill out the new mailing address and location address, ensuring accuracy.
Signature Requirement The form must be signed by an owner, officer, or representative of the entity.

California 3533 B: Usage Guidelines

Filling out the California 3533 B form is a straightforward process that requires accurate information about your business's current and new addresses. This form is essential for ensuring that your business receives important correspondence at the correct location. Follow the steps below to complete the form efficiently.

  1. Obtain the California 3533 B form from the appropriate source.
  2. Enter your California corporation number in the designated field.
  3. Provide your California Secretary of State file number.
  4. Fill in your FEIN (Federal Employer Identification Number).
  5. Write the business, exempt organization, estate, or trust name as it appears on your tax documents.
  6. In the section for old additional information, enter any relevant details that apply.
  7. Complete the old mailing address section, including street address, city, state, ZIP code, and any applicable foreign address details.
  8. In the new additional information section, provide any necessary updates.
  9. Fill out the new mailing address with the updated information, following the same format as the old mailing address.
  10. Complete the new business location address section with the updated business location details.
  11. Sign the form in the designated area labeled SIGN X HERE.
  12. Include the date of signing in the format mm/dd/yyyy.
  13. Provide your title and telephone number in the appropriate fields.

Your Questions, Answered

What is the purpose of the California 3533 B form?

The California 3533 B form is used to change the mailing address or business location address for various entities, including businesses, exempt organizations, estates, and trusts. This form is essential for ensuring that the California Franchise Tax Board (FTB) has the correct address on file, which helps in receiving important tax-related correspondence. It is not to be attached to your tax return.

Who needs to fill out the California 3533 B form?

Any entity that files specific income tax returns in California must complete this form if they need to update their address. This includes those filing Forms 100, 100S, 100W, 109, 199, 541, 565, or 568. Ensuring the address is current is crucial for compliance with tax regulations and for receiving timely notifications from the FTB.

What information is required on the form?

When filling out the California 3533 B form, you will need to provide several key pieces of information. This includes your California corporation number, Secretary of State file number, and Federal Employer Identification Number (FEIN). You must also include the name of the business or organization, the old mailing address, and the new mailing address. If applicable, provide the new business location address as well. Additional instructions may guide you on how to fill out sections for foreign addresses or PO boxes.

How do I submit the California 3533 B form?

After completing the California 3533 B form, submit it directly to the California Franchise Tax Board. Do not attach it to your tax return. Check the FTB's website or contact their office for specific submission methods, such as by mail or electronically, if available. Ensure that the form is signed and dated by the owner, officer, or representative of the business to validate the changes.

Common mistakes

  1. Neglecting to provide the correct California corporation number. This number is crucial for identifying your business within state records. Double-check that you have the right number to avoid processing delays.

  2. Failing to complete all required fields. The form has specific sections that must be filled out completely. Missing information can lead to rejection or additional requests for clarification.

  3. Using a P.O. Box incorrectly. If you are providing a P.O. Box as your mailing address, ensure you follow the instructions provided in the form. Inaccurate entries can lead to miscommunication.

  4. Not signing the form. It might seem simple, but forgetting to sign the form can result in it being deemed incomplete. Make sure the owner, officer, or representative signs and dates the form before submission.

Documents used along the form

The California 3533 B form is essential for businesses, exempt organizations, estates, and trusts that need to update their mailing or business location addresses. Along with this form, several other documents may be required to ensure compliance with state regulations. Below is a list of related forms and documents that are often used in conjunction with the California 3533 B form.

  • Form 100: This is the California Corporation Franchise or Income Tax Return. Corporations use this form to report their income and calculate taxes owed to the state.
  • Form 100S: This form is specifically for S corporations in California. It allows them to report income and deductions while ensuring they meet state tax obligations.
  • Form 100W: This form is for corporations that qualify as a water's edge corporation. It helps in reporting income and calculating taxes based on specific provisions for these entities.
  • Form 109: This is the California Exempt Organization Annual Information Return. It is used by organizations that are exempt from federal income tax to report their activities and financial information.
  • Form 199: This form is for California exempt organizations that do not qualify for the 109 form. It allows them to report their income and maintain their tax-exempt status.
  • Form 541: This is the California Fiduciary Income Tax Return. Estates and trusts use it to report income received and determine taxes owed.
  • Form 565: This form is for partnerships in California. It allows partnerships to report income and deductions to the state.
  • Form 568: This is the Limited Liability Company Return of Income. LLCs use this form to report their income and ensure compliance with California tax laws.

Understanding these forms can help streamline the process of updating your business information and maintaining compliance with California tax regulations. Always ensure that you have the correct forms ready when making changes to avoid any potential issues.

Similar forms

The California 3533 B form serves a specific purpose in changing the mailing or business location address for various entities. Several other documents share similarities with this form, particularly in their function and the type of information they collect. Here are four documents that are comparable to the California 3533 B form:

  • IRS Form 8822: This form is used by individuals and businesses to notify the IRS of a change of address. Like the California 3533 B, it requires the old address and the new address, ensuring that tax-related correspondence is sent to the correct location.
  • California Form 3500: This form is used by organizations seeking to apply for tax-exempt status. While it focuses on the application process, it also collects essential information about the organization, including its address, similar to how the 3533 B form updates address information.
  • California Form 941: This form is for reporting payroll taxes and includes information about the business's address. When businesses change their location, they must ensure that their tax filings reflect this change, much like the purpose of the 3533 B form.
  • California Form 100: This is the California Corporation Franchise or Income Tax Return. When filing this return, businesses must provide their current address. If a business has moved, it may need to submit the 3533 B form to ensure that future communications are sent to the correct address.

Dos and Don'ts

When filling out the California 3533 B form, it’s important to follow certain guidelines to ensure accuracy and compliance. Here’s a list of things to do and avoid:

  • Do provide your California corporation number accurately.
  • Do include your FEIN (Federal Employer Identification Number).
  • Do ensure that the new mailing address is complete and correct.
  • Do sign the form before submitting it.
  • Do double-check all information for any typographical errors.
  • Don't attach this form to your tax return.
  • Don't leave any required fields blank.
  • Don't use a PO box for your new mailing address unless instructed.
  • Don't forget to include the date of signing the form.

Misconceptions

Here are five common misconceptions about the California 3533 B form, which is used for changing a business mailing or location address.

  • This form must be attached to tax returns. Many believe that the California 3533 B form needs to be submitted with tax returns. In reality, it should not be attached to any tax return.
  • Only corporations need to use this form. Some think that only corporations are required to file this form. However, it is applicable to various entities, including exempt organizations, estates, and trusts.
  • Changing an address is optional. There is a misconception that changing an address is optional. If a business moves or changes its mailing address, it is important to complete this form to ensure that the tax authority has the correct information.
  • The form can be submitted online. Some people assume that the California 3533 B form can be submitted electronically. Currently, it must be mailed in or submitted in person, as online submission is not available.
  • Only the owner can sign the form. It is often thought that only the business owner can sign the form. In fact, an authorized officer or representative can also sign on behalf of the business.

Key takeaways

When filling out the California 3533 B form, keep these key points in mind:

  • Purpose: This form is used to change your business mailing address or business location address.
  • Applicable Filers: Complete this form if you file specific tax returns, including Forms 100, 100S, 100W, 109, 199, 541, 565, or 568.
  • Do Not Attach: Do not attach this form to your tax return.
  • Old Information: Provide your old mailing address and any additional information as required.
  • New Information: Clearly state your new mailing address and business location address.
  • Signature Required: Ensure that the form is signed by the owner, officer, or representative along with the date.

By following these guidelines, you can ensure a smooth process when updating your address.