Orange — IRS Form 56

Source: http://www.irs.gov/pub/irs-pdf/f56.pdf

Notice Concerning Fiduciary RelationshipForm 56 (Rev. June 2026) (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’re acting (as shown on the tax return) Identifying number Decedent’s social security no.

Address of person for whom you’re acting (number and street). If you have a P.O. box, see instructions. Room or suite no.

City or town State or province Country ZIP or foreign postal code

Fiduciary’s name Telephone no.

Address of fiduciary (number and street). If you have a P.O. box, see instructions. Room or suite no.

City or town State or province Country ZIP or foreign postal code

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, appointment of receiver/fiduciary, or assignment for the benefit of creditors g Other. Describe: 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:

c If box 1f is checked for an appointment of receiver/fiduciary, are all or substantially all of the taxpayer’s assets in the control or custody of the court? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No d If “No” to line 2c, list the assets that were transferred:

Section B—Nature of Liability and Tax Notices 3 Type of taxes (check all that apply): a Income b Gift c Estate d Generation-skipping transfer e Employment f Excise g Other (describe): 4 Federal tax form number (check all that apply): a 706 series b 709 series c 940 d 941, 943, 944 e 1040 or 1040-SR f 1041 g 1120 h Other (list): 5a If your authority as a fiduciary does not cover all years or tax periods, check here . . . . . . . . . . . . . . b If you checked line 5a, list the specific years or periods within your authority:

For Paperwork Reduction Act and Privacy Act Notice, see separate instructions. Cat. No. 16375I Form 56 (Rev. 6-2026) Created 4/7/26

Form 56 (Rev. 6-2026) Page 2 Part II Revocation or Termination of Notice Section A—Total Revocation or Termination 6 a 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: b Court order revoking fiduciary authority c Certificate of dissolution or termination of a business entity d 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 (number and street) Room or suite no. Docket number of proceeding

City or town State ZIP code Date Time a.m. Place of other proceedings p.m. 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 Fiduciary’s signature Title, if applicable Date Form 56 (Rev. 6-2026)