FBAR HQ • Blank planning organizer • Updated October 23, 2026
Print this blank page or save a local copy. No information is collected here. Keep completed copies secure. This is not an FBAR, filing authorization, or a determination of your obligations. Never send this organizer or financial records through the public inquiry form.
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Reporting year(s): ____________________ Applicable deadline: ____________________
□ Timely under applicable rules □ Late/missed □ May need amendment □ Unsure
Special relief or prior filing questions to resolve:
Use private nicknames here; keep exact identifiers in your secure supporting file. Include closed accounts and ownership or signature-authority relationships for review. Repeat this page as needed.
| Private nickname | Type / country | Relationship / dates active | Records gathered / questions |
|---|---|---|---|
□ Filer identity and reporting year □ Ownership / authority details
□ Account names, numbers, institution addresses and types stored privately
□ Annual maximum values and currency conversion support
□ Aggregate threshold reviewed under official instructions
□ Prior filing, agency-contact, and special-relief questions identified
□ Scope and timing confirmed □ Prepared report reviewed
□ Required authorization retained □ Available filing confirmation saved
□ Required records retention planned (generally five years from the due date)
For detailed records categories: fbarhq.com/guides/what-information-you-need-for-an-fbar
Official guidance: irs.gov/businesses/small-businesses-self-employed/report-of-foreign-bank-and-financial-accounts-fbar
Instructions and relief notices: fincen.gov/report-foreign-bank-and-financial-accounts