FIDM Forms

These forms are in Adobe's Portable Document Format (PDF). We recommend you use the latest Adobe Reader to view and print them. If you are having problems downloading forms, completing fill-in forms, or printing fill-in forms, please see the FAQ's About Downloading Forms From FTB's Website.

Form Description
FTB 2049A, FIDM Election Form Use to establish a FIDM agreement with FTB or change the institution’s name or FEIN.
FTB 2049B, FIDM Waiver Form Use to request a delay or pardon from participation in the data exchange for 1 to 4 quarters of a calendar year.