Form 587 - Nonresident Withholding Allocation Worksheet Page 3
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3• An entity that is exempt from tax under
H To get Publications, Forms,
either California or federal law such as a
and Information Unrelated to
church, pension, or profit-sharing plan;
Nonresident Withholding
• An insurance company, IRA; or
• A federal, state, or local government
By Automated Phone Service: Use this
agency.
service to check the status of your refund,
order California and federal tax forms, obtain
Tax-exempt vendors/payees do not need to
payment and balance due information, and
complete Part III and Part IV, but must
hear recorded answers to general questions.
complete Part V.
This service is available 24 hours a day, 7
Part III – Payment Type
days a week, in English and Spanish.
The nonresident vendor/payee must check the
From within the
box that identifies the type of payment being
United States . . . . . . . . . . . (800) 338-0505
received.
From outside the
No withholding is required when vendors/
United States . . . . . . . . . . . (916) 845-6600
payees are residents, qualified corporations,
(not toll-free)
or have a permanent place of business in
Follow the recorded instructions. Have paper
California.
and pencil handy to take notes.
Part IV – Income Allocation
By Mail: Please allow two weeks to receive
your order. If you live outside of California,
Use Part IV to identify payments that are
please allow three weeks to receive your
subject to withholding. Only payments
order. Write to:
sourced within California are subject to
withholding. Services performed in California
TAX FORMS REQUEST UNIT
are sourced in California. In the case of
FRANCHISE TAX BOARD
payments for services performed when part of
PO BOX 307
the services are performed outside California,
RANCHO CORDOVA CA 95741-0307
enter the amount paid for performing services
In Person: Many libraries, post offices, and
within California in column (a). Enter the
banks provide free California personal income
amount paid for performing services while
tax booklets during the filing season. Most
outside California in column (b). Enter the
libraries and some quick print businesses
total amount paid for services in column (c).
have forms and schedules to photocopy (a
If the vendor/payee’s trade, business, or
nominal fee may apply).
profession carried on in California is an
Note: Employees at libraries, post offices,
integral part of a unitary business carried on
banks, and quick print businesses cannot
within and outside California, the amounts
provide tax information or assistance.
included on line 1 through line 5 should be
Assistance for persons with disabilities
computed by applying the vendor/payee’s
We comply with the Americans with Disabili-
California apportionment percentage (deter-
ties Act. Persons with hearing or speech
mined in accordance with the provisions of
impairments, please call:
the Uniform Division of Income for Tax
Purposes Act) to the payment amounts. For
TTY/TDD . . . . . . . . . . . . . . . . (800) 822-6268
more information on apportionment, refer to
Asistencia para personas discapacitadas.
California Schedule R, Apportionment and
Nosotros estamos en conformidad con el Acta
Allocation of Income.
de Americanos Discapacitados. Personas con
Withholding agent. If the amount on line 6 is
problemas auditivos pueden llamar al TTY/
greater than $1,500, the withholding agent
TDD (800) 822-6268.
must withhold on all payments made to the
vendor/payee until the entire amount on line 6
Specific Instructions
has been withheld upon. If circumstances
change during the year (such as the total
Private Mailbox (PMB) Number
amount of payments), which would change
If you lease a private mailbox (PMB) from a
the amount on line 6, the vendor/payee must
private business rather than a PO box from
submit a new Form 587 to the withholding
the United States Postal Service, include the
agent reflecting those changes. The withhold-
box number in the field labeled “PMB no.” in
ing agent should evaluate the need for a new
the address area.
Form 587 when a change in facts occurs.
Part I – Withholding Agent
If a reduced rate was authorized by the FTB,
compute the withholding required by applying
The withholding agent must complete Part I
the authorized rate to the amount on line 6.
before giving Form 587 to the vendor/payee.
Part V – Certification of Vendor/Payee
Part II – Nonresident Vendor/Payee
Enter your name, title, and daytime telephone
The vendor/payee must complete all informa-
number. Sign and date the form and return it
tion in Part II including the FEIN or social
to the withholding agent.
security number and vendor/payee’s entity
type. No withholding is required if the vendor/
payee is a tax-exempt entity. Check the tax-
exempt box if the vendor/payee is:
Page 2 Form 587 Instructions
(REV. 2003)
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