Fillable form 56 notice concerning fiduciary relationship

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form 56 notice concerning fiduciary relationship

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Form 56
(Rev. December 2019)
Department of the Treasury
Internal Revenue Service
Notice Concerning Fiduciary Relationship
(Internal Revenue Code Sections 6036 and 6903)
▶
Go to www.irs.gov/Form56 for instructions and the latest information.
OMB No. 1545-0013
Part I Identification
Name of person for whom you are acting (as shown on the tax return) Identifying number Decedent’s social security no.
Address of person for whom you are acting (number, street, and room or suite no.)
City or town, state, and ZIP code (If a foreign address, see instructions.)
Fiduciary’s name
Address of fiduciary (number, street, and room or suite no.)
City or town, state, and ZIP code
Telephone number (optional)
( )
Section A. Authority
1 Authority for fiduciary relationship. Check applicable box:
a
Court appointment of testate estate (valid will exists)
b
Court appointment of intestate estate (no valid will exists)
c
Court appointment as guardian or conservator
d
Fiduciary of intestate estate
e
Valid trust instrument and amendments
f
Bankruptcy or assignment for the benefit or creditors
g
Other. Describe
▶
2 a
If box 1a, 1b, or 1d is checked, enter the date of death
▶
b
If box 1c, 1e, 1f, or 1g is checked, enter the date of appointment, taking office, or assignment or transfer of assets
▶
Section B. Nature of Liability and Tax Notices
3 Type of taxes (check all that apply): Income Gift Estate Generation-skipping transfer Employment
Excise Other (describe)
▶
4 Federal tax form number (check all that apply): a 706 series b 709 c 940 d 941, 943, 944
e
1040 or 1040-SR f 1041 g 1120 h Other (list)
▶
5 If your authority as a fiduciary does not cover all years or tax periods, check here . . . . . . . . . . . . .
▶
and list the specific years or periods
▶
For Paperwork Reduction Act and Privacy Act Notice, see separate instructions.
Cat. No. 16375I
Form 56 (Rev. 12-2019)
Form 56 (Rev. 12-2019)
Page 2
Part II
Revocation or Termination of Notice
Section A—Total Revocation or Termination
6
Check this box if you are revoking or terminating all prior notices concerning fiduciary relationships on file with the Internal
Revenue Service for the same tax matters and years or periods covered by this notice concerning fiduciary relationship
▶
Reason for termination of fiduciary relationship. Check applicable box:
a
Court order revoking fiduciary authority
b
Certificate of dissolution or termination of a business entity
c
Other. Describe
▶
Section B—Partial Revocation
7 a
Check this box if you are revoking earlier notices concerning fiduciary relationships on file with the Internal Revenue Service
for the same tax matters and years or periods covered by this notice concerning fiduciary relationship . . . . . .
▶
b Specify to whom granted, date, and address, including ZIP code.
▶
Section C—Substitute Fiduciary
8
Check this box if a new fiduciary or fiduciaries have been or will be substituted for the revoking or terminating fiduciary and
specify the name(s) and address(es), including ZIP code(s), of the new fiduciary(ies) . . . . . . . . . . . .
▶
▶
Part III
Court and Administrative Proceedings
Name of court (if other than a court proceeding, identify the type of proceeding and name of agency) Date proceeding initiated
Address of court Docket number of proceeding
City or town, state, and ZIP code
Date Time
a.m.
p.m.
Place of other proceedings
Part IV
Signature
Please
Sign
Here
Under penalties of perjury, I declare that I have examined this document, including any accompanying statements, and to the best of my
knowledge and belief, it is true, correct, and complete.
▲
Fiduciary’s signature
Title, if applicable
Date
Form 56 (Rev. 12-2019)
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form 56 notice concerning fiduciary relationship

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Completed 31 January 2020

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