Scribd Logo
Upload

Welcome to Scribd!

  • 84 views

    Notice Concerning Fiduciary Relationship: Identification

    Uploaded by

    Afzal Imam
    This document is an IRS Form 56 notifying the IRS of a fiduciary relationship. It provides information about the fiduciary and the individual or entity for whom they are acting. It identifies the type of fiduciary authority (such as executor of an estate), the nature of tax liabilities and forms involved, and the years or periods covered. It allows the fiduciary to revoke or terminate previous notices filed with the IRS, substitute a new fiduciary, and provides a signature under penalty of perjury.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Notice Concerning Fiduciary Relationship: Identification

    Uploaded by

    Afzal Imam
    84 views2 pages
    This document is an IRS Form 56 notifying the IRS of a fiduciary relationship. It provides information about the fiduciary and the individual or entity for whom they are acting. It identifies the type of fiduciary authority (such as executor of an estate), the nature of tax liabilities and forms involved, and the years or periods covered. It allows the fiduciary to revoke or terminate previous notices filed with the IRS, substitute a new fiduciary, and provides a signature under penalty of perjury.

    Original Title

    f56

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document is an IRS Form 56 notifying the IRS of a fiduciary relationship. It provides information about the fiduciary and the individual or entity for whom they are acting. It identifies the type of fiduciary authority (such as executor of an estate), the nature of tax liabilities and forms involved, and the years or periods covered. It allows the fiduciary to revoke or terminate previous notices filed with the IRS, substitute a new fiduciary, and provides a signature under penalty of perjury.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    84 views2 pages

    Notice Concerning Fiduciary Relationship: Identification

    Uploaded by

    Afzal Imam
    This document is an IRS Form 56 notifying the IRS of a fiduciary relationship. It provides information about the fiduciary and the individual or entity for whom they are acting. It identifies the type of fiduciary authority (such as executor of an estate), the nature of tax liabilities and forms involved, and the years or periods covered. It allows the fiduciary to revoke or terminate previous notices filed with the IRS, substitute a new fiduciary, and provides a signature under penalty of perjury.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    Form 56

    (Rev. December 2019)


    Notice Concerning Fiduciary Relationship
    (Internal Revenue Code Sections 6036 and 6903)
    OMB No. 1545-0013
    Department of the Treasury
    Internal Revenue Service
    ▶ Go to www.irs.gov/Form56 for instructions and the latest information.

    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 ▶
    2a 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


    7a 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. Place of other proceedings
    p.m.

    Part IV Signature
    Under penalties of perjury, I declare that I have examined this document, including any accompanying statements, and to the best of my
    Please knowledge and belief, it is true, correct, and complete.
    Sign
    Here
    ▲

    Fiduciary’s signature Title, if applicable Date

    Form 56 (Rev. 12-2019)

    You might also like