Get Irs 56-f 1991-2025

Filling out the IRS Form 56-F is essential for notifying the IRS about fiduciary relationships with financial institutions. This guide provides a clear, step-by-step approach to completing the form accurately online.

Follow the steps to complete the IRS 56-F form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part I, provide the identification information for the financial institution. Enter the name of the financial institution, the employer identification number, and the address details including city, state, and ZIP code.
3. Complete line 7 if the financial institution is insolvent by checking the appropriate box.
4. Fill in the fiduciary’s name and address in lines 8, 9, 10, and 12 as necessary, including the contact person's name for tax matters.
5. If applicable, complete lines 16 to 21 about the common parent of a consolidated group, ensuring to include the identification number.
6. In Part II, check the appropriate box to indicate the authority under which you are acting and attach any required orders.
7. For Part III, indicate how tax notices should be addressed concerning the financial institution.
8. If terminating the fiduciary authority, complete Part IV and check the relevant box.
9. Finally, sign the form, providing your title and the date. Review the filled form to ensure that all information is accurate.
10. Save any changes, then download, print, or share the completed form as needed.

Complete your IRS 56-F form online today to ensure compliance and proper filing.