(Rev. November 2017)
Department of the Treasury
Internal Revenue Service
Notice Concerning Fiduciary Relationship
Go to www.irs.gov/Form56 for instructions and the latest information.
(Internal Revenue Code sections 6036 and 6903)
OMB No. 1545-0013
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.)
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:
Court appointment of testate estate (valid will exists)
Court appointment of intestate estate (no valid will exists)
Court appointment as guardian or conservator
Valid trust instrument and amendments
Bankruptcy or assignment for the benefit or creditors
If box 1a or 1b is checked, enter the date of death
If box 1c—1f 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
1040, 1040-A, or 1040-EZ 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. 11-2017)