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    Notice Concerning Fiduciary Relationship: Identification

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    Renn Dallah
    This 3 sentence summary provides the essential information from the Notice Concerning Fiduciary Relationship document: The document notifies the IRS that the signer is acting as a fiduciary for an individual or estate and is responsible for filing tax returns and handling tax matters. It identifies the fiduciary and provides their contact information and details about the nature of their authority. The fiduciary is responsible for certain tax forms and years and can use the form to update, revoke, or terminate their previous fiduciary notices to the IRS.

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    Notice Concerning Fiduciary Relationship: Identification

    Uploaded by

    Renn Dallah
    158 views2 pages
    This 3 sentence summary provides the essential information from the Notice Concerning Fiduciary Relationship document: The document notifies the IRS that the signer is acting as a fiduciary for an individual or estate and is responsible for filing tax returns and handling tax matters. It identifies the fiduciary and provides their contact information and details about the nature of their authority. The fiduciary is responsible for certain tax forms and years and can use the form to update, revoke, or terminate their previous fiduciary notices to the IRS.

    Original Description:

    notice of fiduciary relationship

    Original Title

    f56

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    This 3 sentence summary provides the essential information from the Notice Concerning Fiduciary Relationship document: The document notifies the IRS that the signer is acting as a fiduciary for an individual or estate and is responsible for filing tax returns and handling tax matters. It identifies the fiduciary and provides their contact information and details about the nature of their authority. The fiduciary is responsible for certain tax forms and years and can use the form to update, revoke, or terminate their previous fiduciary notices to the IRS.

    Copyright:

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

    Notice Concerning Fiduciary Relationship: Identification

    Uploaded by

    Renn Dallah
    This 3 sentence summary provides the essential information from the Notice Concerning Fiduciary Relationship document: The document notifies the IRS that the signer is acting as a fiduciary for an individual or estate and is responsible for filing tax returns and handling tax matters. It identifies the fiduciary and provides their contact information and details about the nature of their authority. The fiduciary is responsible for certain tax forms and years and can use the form to update, revoke, or terminate their previous fiduciary notices to the IRS.

    Copyright:

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

    Form 56

    (Rev. November 2017)


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

    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 Valid trust instrument and amendments
    e Bankruptcy or assignment for the benefit or creditors
    ▶
    f Other. Describe
    ▶
    2a If box 1a or 1b is checked, enter the date of death
    ▶
    b 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
    ▶
    e 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)
    Form 56 (Rev. 11-2017) 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
    I certify that I have the authority to execute this notice concerning fiduciary relationship on behalf of the taxpayer.
    Please
    Sign
    Here
    ▲ Fiduciary’s signature Title, if applicable Date
    Form 56 (Rev. 11-2017)

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