Skip to Main Content
State of California Franchise Tax Board

FIDM Data Exchange Methods

Overview

There are two methods available for the data match process. The financial institution selects the exchange method on FTB 2049A, FIDM Election Form. The FIDM Election Form is a formal agreement between FTB and the financial institution to conduct the data match process and satisfies the federal mandate.

Method 1

All Accounts Method. The first quarter of participation in a calendar year, the financial institution submits a file to FTB of all open accounts. For subsequent quarters, the file may contain all open or just updates of opened, closed, or changed accounts.

Method 2

FTB sends a list of child support debtors (Inquiry File) to the financial institution. The financial institution matches the Inquiry File against all open accounts and returns a file (Match File) of matched accounts.

Reporting "No Matches" or "No Updates"

Do not submit a file to us if the data match process results in no matches or updates.

Important Points

We exchange data on a quarterly basis. See Participation Schedule for due dates.

Help us improve our website

Don't include social security numbers or other personal/confidential information.



Thank you for your help.

If you need assistance, contact us.

Oops! Something went wrong.

We appreciate your feedback. Please try again later

Chat with an FTB Representative
 

You are leaving ftb.ca.gov

We do not control the destination site and cannot accept any responsibility for its contents, links, or offers. Review the site's security and confidentiality statements before using the site.

If you have any issues or technical problems, contact that site for assistance.

Ahora está saliendo de ftb.ca.gov

Nosotros no controlamos el sitio web al que se destina y no podemos aceptar ninguna responsabilidad por su contenido, enlaces, u ofertas. Revise las declaraciones de seguridad y confidencialidad del sitio antes de usar el sitio. Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.

Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.