Government forms

Form 9465: Installment Agreement Request

Requests a monthly payment plan for federal taxes you can't pay in full. It lists the amount owed, proposed monthly payment and payment date.

Rev. September 2020

Source: Internal Revenue Service (IRS)

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Instructions for filling out Form 9465: Installment Agreement Request

This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.

Who needs to fill out this document?

This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:

Individuals who owe tax and can't pay the full balance now.
Taxpayers attaching a payment plan request to their return.
Sole proprietors with balances from self-employment tax.

What you will need before starting

Before filling out the interactive form, prepare the following details and documents:

1. Taxpayer informationName, SSN, address and phone.

2. Amount owedTotal from your return or IRS notice.

3. Proposed monthly paymentAn amount you can afford, and the day of the month to pay.

4. Bank or payroll detailsFor direct debit or payroll deduction, if chosen.

Step-by-step filling process

Enter your details: Names, SSNs and address on lines 1-4.
Enter the balance: Amount owed on the return or notice, and any payment made with the request.
Propose a payment: Monthly amount and due date, plus direct debit info if you choose it.
Submit: Attach to your return or mail separately. Applying online via the Online Payment Agreement is faster.

Frequently Asked Questions (FAQ)

Is there a setup fee?

Yes, usually, but fees are lower for online applications and direct debit, and reduced or waived for low-income taxpayers.

Do penalties and interest stop?

No. Interest and a reduced late-payment penalty continue until the balance is paid.

Do I need financial statements?

Generally not for smaller balances. Larger balances may require Form 433-F.

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