Get Form 56

Filling out Form 56 is essential for notifying the IRS of fiduciary relationships with financial institutions. This guide will provide you with clear, step-by-step instructions to complete this form online efficiently.

Follow the steps to complete Form 56 seamlessly.

1. Click the ‘Get Form’ button to obtain the form and access it in your online editor.
2. In Part I, fill in the identification details. Provide the name of the person for whom you are acting (Line 1), including their employer identification number (Line 2), address (Lines 3-4), and telephone number (Line 5). Select the type of financial institution (Line 6) and indicate insolvency status if applicable (Line 7).
3. Continue in Part I by entering the fiduciary's information, including their name (Line 9) and address (Lines 10-12), and provide a contact person and their telephone number (Lines 13-14).
4. If the financial institution is part of a consolidated group, complete Lines 16-21 for the common parent, ensuring all required details are filled in.
5. In Part II, check the appropriate box and attach relevant court orders that confirm your authority as a fiduciary.
6. Fill out Part III, indicating how notices regarding taxes will be addressed to the fiduciary. Specify any additional requirements if needed.
7. If you are revoking previous notices, complete Part IV, providing evidence as required. Ensure you check the appropriate boxes and attach any necessary documentation.
8. Finally, sign the form as the fiduciary, enter your title, and provide the date before submitting it online.
9. After completing all sections, review your form for accuracy. You may then save the changes, download, print, or share the form as needed.

Take the next step in managing your documents by completing Form 56 online today.