IRS Form 56, also known as the "Application for Notice of Fiduciary Relationship," is the official document used to notify the Internal Revenue Service about a fiduciary relationship for a specific taxpayer. Sections 54 and 56 of the form deal with revocation of earlier notices and the details of the fiduciary, making it essential for estates, trusts, and other fiduciary arrangements.
Formize hosts a secure, fillable PDF version of Form 56 so you can complete the form directly in your browser—no extra software required. The online editor automatically saves your entries, validates required fields, and lets you e‑sign before downloading the final PDF.
Below you’ll find everything you need to successfully complete Form 56, from a quick step‑by‑step guide to answers for the most common questions.
What Is IRS Form 56?
Form 56 informs the IRS that a fiduciary (such as an executor, administrator, or trustee) is acting on behalf of a taxpayer. It is used for:
- Establishing a fiduciary relationship for tax filings.
- Revoking a previously filed fiduciary notice (Section 54).
- Providing contact information, tax‑year coverage, and any revocation details (Section 56).
How to Fill Out Form 56 Online with Formize
Follow these simple steps to complete the fillable PDF directly on Formize:
- Click the "Fill out this form" button on this page.
- Wait a few seconds while the Formize PDF Filler app loads the IRS Form 56 template.
- Enter all required information—fiduciary name, taxpayer details, revocation data, and signatures.
- Review the completed form for accuracy; the app highlights any missing required fields.
- When you’re satisfied, click "Submit & Download" to receive a completed, printable PDF.
Common Mistakes to Avoid
- Leaving Section 54 blank when you actually need to revoke a prior notice.
- Using an outdated address or phone number for the fiduciary.
- Forgetting to sign the form—unsigned PDFs are rejected by the IRS.
- Submitting the wrong tax‑year range in the coverage section.
Download & Print Options
If you prefer a hard copy, you can still download the completed PDF from Formize and print it on standard 8.5" × 11" paper. The PDF retains all fillable fields, so you can re‑open it later for edits before the final submission.
FAQs About Form 56
Find quick answers to the most frequent questions below. If you need additional help, refer to the IRS instructions linked on the PDF itself.