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Example Form 56

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410 views

Example Form 56

Uploaded by

jakeavierzba
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Form 56

(Rev. November 2022)


Notice Concerning Fiduciary Relationship
(Internal Revenue Code Sections 6036 and 6903) OMB No. 1545-0013
Department of the Treasury
Go to www.irs.gov/Form56 for instructions and the latest information.
Internal Revenue Service
Part I Identification
Name of person for whom you are acting (as shown on the tax return) Identifying number Decedent’s social security no.
FIRST MIDDLE LAST, TRUST NAME EIN SSN No Dash
Address of person for whom you are acting (number, street, and room or suite no.)
c/o Street Adress
City or town, state, and ZIP code (If a foreign address, see instructions.)
City/Town, State [Zip Code]
Fiduciary’s name
First-Middle: Last, Trustee
Address of fiduciary (number, street, and room or suite no.)
c/o Street Address
City or town, state, and ZIP code Telephone number (optional)
City/Town, State [Zip Code] ( 123 ) 123-1234
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 of creditors
g ✔ Other. Describe: Trustee for whatever your trust is called Trust, Per SS-5 and IRS Form SS-4
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: 18th Birthday

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): Any and all forms that may be necessary. 1099(s), 1041, 1041-V, 1096: Asset Exchange

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): Any and all forms that may be necessary.
5 If your authority as a fiduciary does not cover all years or tax periods, check here . . . . . . . . . . . . . . ✔
and list the specific years or periods within your authority: Nunc Pro Tunc (Put in 18th Birthday) and to continue until further notice.

For Paperwork Reduction Act and Privacy Act Notice, see separate instructions. Cat. No. 16375I Form 56 (Rev. 11-2022)
Form 56 (Rev. 11-2022) 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: First-Middle: Last is Sole Senior Fiduciary. Correcting all records on file.

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
Registry of Vital Records for your State Date BC was filed
Address of court Docket number of proceeding
Vital Records Address BC Number
City or town, state, and ZIP code Date Time a.m. Place of other proceedings
Their City, State and Zip DOB Born At p.m. Place of Birth
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 Trustee
Fiduciary’s signature Title, if applicable Date

Form 56 (Rev. 11-2022)

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