Part II Nonresident Withholding Waiver Request (please print or type)
Seller’s Information
Name of seller (see instructions if more than one)
Seller’s social security number (SSN)
Seller’s Entity Type
-
-
Individual(s)
Mailing address
PMB no.
California corporation no.
FEIN
Corporation
S Corporation
City, state, and ZIP Code (province, country, and postal zone)
Seller’s spouse’s SSN (if applicable)
-
-
Estate
Trust
Phone number
Ownership
Seller’s email address
percentage
(
)
Property Information
Property Address (if no street address, provide parcel number and county):
Seller acquired property by (check one):
Date seller acquired property:
Purchase
Inheritance
Foreclosure/Repossession
Gift
1031 Exchange
call (888) 792-4900 U.S. toll-free
Seller’s adjusted basis:
or (916) 845-4900
Purchase price
$ ____________________________
Other____________________
Add: improvements
____________________________
Use of property at time of sale:
Length of time used for this purpose:
Less: depreciation
____________________________
Rental / Commercial
Adjusted basis
$ ____________________________
Secondary / Vacation home
Years ________ Months _________
Vacant land
Provide all required documentation listed in the instructions. Attach any other
Other (attach explanation)
documents necessary to verify the adjusted basis.
Escrow Information
Name and address of Escrow Company:
Escrow Company email address
Name of Escrow Officer:
Escrow number:
Escrow Company or Officer
FAX number:
telephone number:
(
)
(
)
Contract price (total sale price):
Estimated close of escrow date:
Buyer’s Information
Name of buyer (see instructions if more than one)
Buyer’s social security number (SSN)
Address (number and street, PO box or rural route)
PMB no. (if applicable)
California corporation no.
FEIN
City, state, and ZIP Code (province, country, and postal zone)
Buyer’s spouse’s SSN (if applicable)
State in detail your reason for requesting a withholding waiver or reduced withholding. If there is more than one nonresident seller, attach a separate
sheet listing additional nonresident seller’s information. See instructions for examples of situations for which a waiver or reduced withholding is
allowed and for the required information and documentation.
Attach additional sheets if needed. The FTB cannot make a determination on your request unless you provide all required information and
documentation. See instructions.
Under penalties of perjury, I hereby certify that the information provided above is, to the best of my knowledge, true and correct. If conditions change, I will
promptly inform the withholding agent. I understand that completing this form does not exempt me from filing a California income tax return to report this
sale.
Seller’s name (or seller’s agent if seller is
not an individual) and title (type or print) ____________________________________________________________________________________________
Seller’s Signature ____________________________________________________________________________________ Date: _____________________
Side 2 Form 597-W
597W01209
(REV 2001)