3568 SP: Información Alternativa de Identificación para el Crédito de Exención para Dependiente (2025)

California · FTB · Used for tax years 2025

California Form 3568 SP provides alternative identifying information for the dependent exemption credit. It records the dependent’s relationship to you, residency, identifying details, addresses, and identification documents, and is attached to Form 540, Form 540 2EZ SP, or Form

Who files this form

For tax year 2025, Form FTB 3568 SP provides alternative identification information for claiming the dependent exemption credit.

You qualify to use this form only if both of these apply:

  • Your dependent was a resident of Mexico or Canada during the tax year for which you are claiming the credit.
  • Your dependent is not eligible to receive or renew a federal Individual Taxpayer Identification Number (ITIN) or Social Security number (SSN).

If either condition is not met, the form says to stop and use an ITIN or SSN when claiming the credit.

What you'll need

Have the following information ready:

  • Your name as shown on your tax return and your SSN or ITIN.
  • Your relationship to the dependent.
  • The dependent’s full name, birth name if different, date of birth, sex, and country of birth. City, state, and province of birth are optional.
  • The dependent’s U.S. mailing address and foreign address.
  • The dependent’s country or countries of citizenship and foreign tax identification number.
  • The school, college, university, or company name, city, and state requested in Part II.

The form lists these identification document categories: passport, driver’s license or state ID, birth certificate, USCIS documentation, or other identification. It asks for the document’s issuer, identification number, and expiration date. This is not a statement that you must submit every listed type.

For multiple identification documents, the form refers you to instructions, which were not provided here.

How to file

  1. Enter your name as it appears on your tax return and your SSN or ITIN.
  2. Complete the qualifying questions in Part I. Continue to Part II only if you meet the conditions.
  3. Complete the dependent information in Part II, including the details of the first identification document submitted.
  4. Sign and date the form. The signature declaration covers the form and any attached documents and statements.
  5. Attach Form FTB 3568 SP to your Form 540, Form 540 2EZ SP, or Form 540NR.

Keep a copy for your records. The supplied form does not give a mailing address or e-filing directions.

Common mistakes

  • Continuing after answering “No” to question 2a. If the dependent was not a resident of Mexico or Canada for the tax year, the form says to stop and use an ITIN or SSN.
  • Continuing after answering “Yes” to question 2b. If the dependent is eligible to receive or renew a federal ITIN or SSN, the form says to stop and use that identification.
  • Entering a country other than Mexico or Canada in the foreign-country field. The form says to enter only Mexico or Canada.
  • Forgetting to attach the form to your tax return or keep a copy for your records.

Questions people ask

Which tax return does this form go with?

Attach it to Form 540, Form 540 2EZ SP, or Form 540NR.

Can I use this form if my dependent is eligible for a federal ITIN or SSN?

No. Question 2b says to stop if the dependent is eligible to receive or renew a federal ITIN or SSN. You must use an ITIN or SSN when claiming the dependent exemption credit.

Do I need to enter my dependent’s birth name?

Yes, if it differs from the name entered on line 3. Enter the birth name on line 4.

Do I need to sign the form?

Yes. The form has signature and date fields. By signing, you declare under penalty of perjury that you examined the form and its attachments and that, to the best of your knowledge, the information is true, correct, and complete.

Official sources

All versions of 3568 SP