Form 56, Notice Concerning Fiduciary Relationship

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What is Form 56 Notice Concerning Fiduciary Relationship?

Form 56, Notice Concerning Fiduciary Relationship, is a two-page document that is used in so-called fiduciary relationships. With its help, you can appoint yourself as a trustee and manage the property of a decedent or their estate. Additionally, you will need to attach other forms that show you have paid federal taxes, such as 1040 or 940.

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What do I need the Notice Concerning Fiduciary Relationship for?

  • This form must be completed and submitted to the IRS if you wish to establish a fiduciary relationship and fulfill certain obligations on behalf of another person.
  • If you already had such a relationship, but there has been a change in it, or you would like to terminate it, you should notify the IRS using this document.
  • The form is also used to appoint a trustee in the event of a debtor's bankruptcy.

How to fill out Notice Concerning Fiduciary Relationship, Form 56?

  1. Although this file is completed by a fiduciary, you must first provide details of the decedent, the person on whose behalf you are acting, or their estate. Fill in their name, address, and SSN, then enter your details.
  2. Next, select from the list the role that will be assigned to you, and indicate the date of death or the day when the transfer of ownership will take place.
  3. Also, select the type of taxes from the list and check the tax forms that you attach to this document.
  4. The following blocks should be completed if you are suspending this relationship, ending it, or would like to revoke it partially.
  5. Next, enter the court hearing information and sign and date it with you.

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Organizations that work with 56 Notice Concerning Fiduciary Relationship

  • IRS
Fillable online Form 56, Notice Concerning Fiduciary Relationship
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