Form CPP-1 "Installment Payment Plan Request" - Illinois

What Is Form CPP-1?

Form CPP-1, Installment Payment Plan Request is filled out by taxpayers who have tax delinquencies they cannot pay in full. If you have financial hardship and would like to sign an installment payment plan with the Department of Revenue, complete a CPP-1 Form.

This agreement will allow you to pay the tax delinquencies with regular payments. Your financial condition will decide the scheduled payment amount and the length of time that you have to pay.

This form was released by the Illinois Department of Revenue (IDOR). The latest version of this document was issued in March 2018 with all previous editions obsolete. A fillable CPP-1 Form is available for download below.

ADVERTISEMENT

Download Form CPP-1 "Installment Payment Plan Request" - Illinois

1236 times
Rate
(4.4 / 5) 59 votes
Use your 'Mouse' or 'Tab key' to move through the fields.
Illinois Department of Revenue
CPP-1
Installment Payment Plan Request
Step 1: Identify yourself
(and spouse, if applicable)
B
If business debt, identify your business or organization
A
___ ___ ___ - ___ ___ - ___ ___ ___ ___
___ ___ - ___ ___ ___ ___ ___ ___ ___
Your social security number
Federal employer identification number (FEIN)
___ ___ ___ - ___ ___ - ___ ___ ___ ___
___ ___ ___ ___ - ___ ___ ___ ___
Your spouse’s Social security number
Illinois account ID
__________________________________________________
Legal business name: ________________________________
Your first name and middle initial
Last name
_________________________________________________________________
Doing-business-as (DBA), assumed, or trade name, if different
Your spouse’s first name and middle initial
Last name
from the legal business name on the line above:
_________________________________________________________________
__________________________________________________
Street address - No PO Box number
Apartment or suite number
_________________________________________________________________
__________________________________________________
City
State
ZIP
Business mailing address
__________________________________________________
_________________________________________________________________
Your email address
City
State
ZIP
(_____)______________
(_____)______________
__________________________________________
Your home phone number
Your work phone number
Name of person responsible for remitting payments
(_____)______________
(_____)______________
(_____)______________
Your mobile phone number
Your spouse’s phone number
Phone number
Step 2: Describe your debt and installment payment plan request
1
Identify the tax periods covered by this agreement.
_________ _________ _________ _________ _________
2
2 $_____________
Write the amount of your good faith downpayment. See instructions.
3
3 $_____________
Write the remaining amount of debt to be covered by this installment payment plan request.
If your unpaid liability is over $5,000, complete and attach Form EG-13-I or Form EG-13-B. See instructions.
4
4 $_____________
Write the date of your first installment payment __ __ /__ __ /__ __ __ __ and payment amount.
5
Check one of the following options to describe how often you will make payments.
One payment per month
One payment per week
One payment every other week
Date of month ___ ___
Day of week _______________
Day of week _______________
Step 3: Provide your financial institution and account information
6
______________________________________________________
Check this box if you do not have a bank account.
Financial institution’s name
____________________________________________________________________________________________________________________
Mailing address
City
State
ZIP
____________________________________________________________________________________________________________________
Name(s) on the account (list all names)
Routing number ___ ___ ___ ___ ___ ___ ___ ___ ___
Checking
or
Savings
Find your routing number at the bottom of your check (for checking accounts) or contact your financial institution for the routing number (for savings accounts).
___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___
Account number
Check this box to authorize ACH debit payments from this account.
Step 4: Read the statement and sign below
I agree to, and understand, that (1) the Illinois Department of Revenue (IDOR) is authorized to use the information on this form to make withdrawals
(ACH debits) at the frequency I selected in Line 5 and from the account listed on Line 6 in accordance with the Department of Revenue Law of the Civil
Administrative Code of Illinois and all applicable Illinois tax acts, and that this authorization remains in effect until the debt is paid or I notify IDOR in writing
to cancel; (2) IDOR may request additional information about my financial condition and I may be required to pay a higher amount than the payment plan
described above; (3) IDOR has the discretion to file a lien at any time, including, but not limited to, when IDOR determines there is a risk of non-
payment; (4) IDOR may contact me about this payment plan at any address and phone number listed in Step 1 (this includes electronic communication
by email or text); and (5) if I do not remit the scheduled payment, file all required returns, and pay all taxes when due, IDOR may cancel my installment
payment plan, my entire unpaid balance will become due immediately, and IDOR may take enforcement action, including levy of my bank account or wages.
Under penalties of perjury, I state that I have examined this form and, to the best of my knowledge, it is true, correct, and complete.
______________________________________________________________________ __ __ / __ __ / __ __ __ __
Your signature or authorized officer (if officer, write title)
Month, day, year
Department use only
_________________________________ __ / __ __ / __ __ __ __
______________________________ __ __ / __ __ / __ __ __ __
Approved by assignee
Date approved by assignee
Approved by supervisor
Date approved by supervisor
This form is authorized as outlined under the tax or fee Act imposing the tax or fee for which this form is filed. Disclosure of this
Printed by the authority of the
information is REQUIRED. Failure to provide information may result in this form not being processed and may result in a penalty.
CPP-1 (R-03/18)
state of Illinois - web only
Reset
Print
Use your 'Mouse' or 'Tab key' to move through the fields.
Illinois Department of Revenue
CPP-1
Installment Payment Plan Request
Step 1: Identify yourself
(and spouse, if applicable)
B
If business debt, identify your business or organization
A
___ ___ ___ - ___ ___ - ___ ___ ___ ___
___ ___ - ___ ___ ___ ___ ___ ___ ___
Your social security number
Federal employer identification number (FEIN)
___ ___ ___ - ___ ___ - ___ ___ ___ ___
___ ___ ___ ___ - ___ ___ ___ ___
Your spouse’s Social security number
Illinois account ID
__________________________________________________
Legal business name: ________________________________
Your first name and middle initial
Last name
_________________________________________________________________
Doing-business-as (DBA), assumed, or trade name, if different
Your spouse’s first name and middle initial
Last name
from the legal business name on the line above:
_________________________________________________________________
__________________________________________________
Street address - No PO Box number
Apartment or suite number
_________________________________________________________________
__________________________________________________
City
State
ZIP
Business mailing address
__________________________________________________
_________________________________________________________________
Your email address
City
State
ZIP
(_____)______________
(_____)______________
__________________________________________
Your home phone number
Your work phone number
Name of person responsible for remitting payments
(_____)______________
(_____)______________
(_____)______________
Your mobile phone number
Your spouse’s phone number
Phone number
Step 2: Describe your debt and installment payment plan request
1
Identify the tax periods covered by this agreement.
_________ _________ _________ _________ _________
2
2 $_____________
Write the amount of your good faith downpayment. See instructions.
3
3 $_____________
Write the remaining amount of debt to be covered by this installment payment plan request.
If your unpaid liability is over $5,000, complete and attach Form EG-13-I or Form EG-13-B. See instructions.
4
4 $_____________
Write the date of your first installment payment __ __ /__ __ /__ __ __ __ and payment amount.
5
Check one of the following options to describe how often you will make payments.
One payment per month
One payment per week
One payment every other week
Date of month ___ ___
Day of week _______________
Day of week _______________
Step 3: Provide your financial institution and account information
6
______________________________________________________
Check this box if you do not have a bank account.
Financial institution’s name
____________________________________________________________________________________________________________________
Mailing address
City
State
ZIP
____________________________________________________________________________________________________________________
Name(s) on the account (list all names)
Routing number ___ ___ ___ ___ ___ ___ ___ ___ ___
Checking
or
Savings
Find your routing number at the bottom of your check (for checking accounts) or contact your financial institution for the routing number (for savings accounts).
___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___
Account number
Check this box to authorize ACH debit payments from this account.
Step 4: Read the statement and sign below
I agree to, and understand, that (1) the Illinois Department of Revenue (IDOR) is authorized to use the information on this form to make withdrawals
(ACH debits) at the frequency I selected in Line 5 and from the account listed on Line 6 in accordance with the Department of Revenue Law of the Civil
Administrative Code of Illinois and all applicable Illinois tax acts, and that this authorization remains in effect until the debt is paid or I notify IDOR in writing
to cancel; (2) IDOR may request additional information about my financial condition and I may be required to pay a higher amount than the payment plan
described above; (3) IDOR has the discretion to file a lien at any time, including, but not limited to, when IDOR determines there is a risk of non-
payment; (4) IDOR may contact me about this payment plan at any address and phone number listed in Step 1 (this includes electronic communication
by email or text); and (5) if I do not remit the scheduled payment, file all required returns, and pay all taxes when due, IDOR may cancel my installment
payment plan, my entire unpaid balance will become due immediately, and IDOR may take enforcement action, including levy of my bank account or wages.
Under penalties of perjury, I state that I have examined this form and, to the best of my knowledge, it is true, correct, and complete.
______________________________________________________________________ __ __ / __ __ / __ __ __ __
Your signature or authorized officer (if officer, write title)
Month, day, year
Department use only
_________________________________ __ / __ __ / __ __ __ __
______________________________ __ __ / __ __ / __ __ __ __
Approved by assignee
Date approved by assignee
Approved by supervisor
Date approved by supervisor
This form is authorized as outlined under the tax or fee Act imposing the tax or fee for which this form is filed. Disclosure of this
Printed by the authority of the
information is REQUIRED. Failure to provide information may result in this form not being processed and may result in a penalty.
CPP-1 (R-03/18)
state of Illinois - web only
Reset
Print
See instructions on next page.
CPP-1 back (R-03/18)
Instructions for Form CPP-1, Installment Payment Plan Request
General Information
approval and the conditions of the
may make payments using your
installment payment plan.
Visa, Discover, MasterCard, or
Who should file this form?
American Express. The credit card
How must I make my
service provider will assess a
You should file Form CPP-1,
installment plan payments?
convenience fee. Each service
Installment Payment Plan Request,
provider charges its own rate. The
ACH debit — If you have a checking
if you have tax delinquencies that
rates can vary daily. The Department
or savings account, you may be
you cannot pay in full because of a
of Revenue receives no money from
required to make your installment
financial hardship and you would like
these fees. Please note that this is
payments using the ACH debit
to enter into an installment payment
the only payment option where you
program. It is the recommended form
plan with us.
will be charged a convenience fee.
of payment for installment payments.
What is an installment
To make a credit card payment, visit
The ACH debit program allows you
payment plan?
our website at tax.illinois.gov or call
to have the installment payments
1 866-490-2061 and choose the
automatically withdrawn from a
An installment payment plan is an
credit card payment option. If your
savings or checking account.
agreement between you and the
payment is for a prior year, select
Illinois Department of Revenue to pay
Note: If we approve your installment
“prior year.”
your tax delinquencies using regularly
payment plan request, your plan
scheduled payments. Your scheduled
approval letter will describe the
Where do I send my
payment amount and the length of time
requirements for your payments.
completed form?
that you have to pay is based on your
financial condition.
Please fax your completed form to us
How must I make my first
at 217 785-2635 or mail it to
payment or extra payments?
When is this form due?
INSTALLMENT CONTRACT UNIT
There is no specific due date. We
To make your first payment or if you
ILLINOIS DEPARTMENT OF REVENUE
would like to make payments in
recommend that you file this form when
PO BOX 19035
you receive a bill or notice which you
addition to your regular installment
SPRINGFIELD IL 62794-9035
are unable to pay because of a financial
payments, you may use one of the
Where do I get help?
hardship. Once you receive the bill or
following options.
notice, you should complete and return
• MyTax Illinois — This is the
• Visit our website at tax.illinois.gov
this form within 10 days. Note: Even
Department’s online account
• Call our Installment Contract Unit at
when you enter into an installment
management system. You may use
217 785-8556
payment plan, you continue to accrue
MyTax Illinois to make electronic
• Write to
interest and applicable penalties and
payments as well as file returns for
INSTALLMENT CONTRACT UNIT
fees on the delinquent tax you owe.
most taxes. Go to mytax.illinois.gov.
ILLINOIS DEPARTMENT OF REVENUE
When will my installment
PO BOX 19035
• “Pay by Phone” — Call
payment plan request be
SPRINGFIELD IL 62794-9035
1 866-490-2061 to make a payment
approved?
from your checking or savings
account. You will need your
Approval of your request for an
Taxpayer ID, bank routing number,
installment payment plan will depend
and bank account number.
upon the completeness of the
information you provide on this form.
• Mail — You may mail your
If additional information is needed to
remittance to
process your request, we will contact
INSTALLMENT CONTRACT UNIT
you.
ILLINOIS DEPARTMENT OF REVENUE
If our review finds that you
PO BOX 19035
SPRINGFIELD IL 62794-9035
• can pay in full, then we will require
you to do so.
• Credit card (This payment method
is only available for Individual
• qualify for an installment payment
Income Tax liability.) — You
plan, we will send you a letter of
CPP-1 Instructions Front (R-03/18) Printed by the authority of the state of Illinois - web only
Step-by-step Instructions
Information Statement for Individuals,
and that this authorization remains
or Form EG-13-B, Financial and Other
in effect until the debt is paid or you
Step 1: Debtor identification
Information Statement for Businesses,
notify IDOR in writing to cancel;
and submit it with Form CPP-1. Both
Line A Complete all lines. If you have
(2) IDOR may request additional
of these forms are available on our
a spouse who is also liable, complete
information about your financial
website at tax.illinois.gov.
the lines about your spouse.
condition and you may be required
to pay a higher amount than the
Line 4 For your regular installment
Line B If business debt, complete
payment plan described on this
plan payments, write the date
all lines to identify the business or
form;
payments will begin and the amount
organization.
(3) IDOR has the discretion to file a
of each payment. Please make the
lien at any time, including, but not
payment amount as large as possible
Step 2: Describe your debt
limited to, when IDOR determines
to reduce additional interest accrual.
there is a risk of non-payment;
and installment payment plan
Interest accrues on the tax until paid.
(4) IDOR may contact you about this
request
payment plan at any address
Line 5 Check one box to tell us
and phone number listed in
Line 1 Identify all tax periods (i.e.,
how frequently you will make your
Step 1 (this includes electronic
month, quarter, or year) for which
installment plan payments as identified
communication by email or text);
the liability exists. For individual or
on Line 4.
and
business income tax liabilities, write
the tax year covered by the return.
(5) if you do not remit the scheduled
Step 3: Provide your financial
payment, file all required returns,
institution and account
If you need additional space, write the
and pay all taxes when due,
tax period beside the line provided or
information
IDOR may cancel the installment
list the tax periods on a separate sheet of
payment plan, the entire unpaid
paper and attach it to this form.
Complete all lines about your account.
balance will become due
Check the box to authorize the Illinois
If you have both individual income tax
immediately, and IDOR may take
Department of Revenue to utilize the
and other tax debt, submit a separate
enforcement action, including levy
ACH debit method of payment from
Form CPP-1 for the individual income
of your bank account or wages.
this account.
tax liability.
If you are requesting an installment
Step 4: Read the statement
payment plan for more than one type
and sign the form
of tax other than individual income
tax (i.e., sales, withholding, excise,
You (or in the case of a business,
or business income tax), you may
the person responsible for remitting
combine the tax types on your Form
payments) must sign the statement. If
CPP-1. Write the type of tax beside the
you do not, processing of your request
line provided or list the tax types and
will be delayed and we may take
periods on a separate sheet of paper
collection action to collect the unpaid
and attach it to this form.
debt.
We will contact you if we do not
Line 2 Write the amount of your good
approve the installment payment plan
faith downpayment (which is due with
as you request or if we need additional
your completed Form CPP-1). You
information from you.
must make this payment using MyTax
Illinois or “Pay by Phone” payment
By signing the application, you
method or by mailing us a check or
agree to the following:
guaranteed remittance. Please make
(1) the Illinois Department of Revenue
your downpayment amount as large
(IDOR) is authorized to use the
as possible to reduce additional
information on this form to make
interest accrual. Interest accrues on
withdrawals (ACH debits) at the
the tax until paid.
frequency you selected in Line 5
and from the account listed on
Line 3 Write the amount of debt
Line 6 in accordance with the
to be included in your installment
Department of Revenue Law of the
payment plan. If your unpaid
Civil Administrative Code of Illinois
liability is over $5,000, complete
and all applicable Illinois tax acts,
Form EG-13-I, Financial and Other
CPP-1 Instructions Back (R-03/18)
ADVERTISEMENT

How to Fill Out Form CPP-1?

Follow these steps to complete a CPP-1 payment installment plan request:

  1. Enter your personal details - social security number, full name, address, email, and telephone numbers. If your spouse is also liable, it is required to provide the same information;
  2. If you have a business debt, you have to identify your organization or business. Write down the federal employer identification number (FEIN), Illinois account identification number, legal business name, trade name, address, and telephone number. Name the individual responsible for remitting payments;
  3. Provide information on your debt and request. Identify all tax periods for which the liability exists. Write the amount of downpayment due and the amount of debt to be covered by the plan. Enter the date payments will begin, the amount of each payment, and indicate how frequently you will make them;
  4. State your financial institution and account details. Specify the name and mailing address of the institution, write down the routing number and account number, select the appropriate type of account and name the individual the account belongs to. Check the box if you want to authorize the Automated Clearing House (ACH) debit payments from the account;
  5. Confirm the request above, be prepared to give additional information to the IDOR and pay a higher amount than the payment plan establishes on this form. Sign and date the document. Your signature authorizes the IDOR to make withdrawals at the chosen frequency from the account you described.

Where to Send the CPP-1 Form?

Once you have completed an Installment Payment Plan Request, fax it to the DOR at (217) 785-2635 or mail it to the Installment Contract Unit, Illinois Department of Revenue, PO Box 19035, Springfield IL 62794-9035. Do not forget to sign it, or the processing of the request will be delayed and the IDOR may take collection action.

File the Illinois CPP-1 Form once you receive a notice or bill you are unable to pay because of financial hardship. The IDOR approval of your request will depend upon the completeness of the information provided, and if they need more details, you will be contacted. If you qualify for an installment payment plan, you will receive a letter of approval that contains the conditions of the plan.

Page of 4