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IRS Form 56 – Section 54 & 56 Application Form (Fillable PDF)

  1. Country USA
  2. Language English
  3. Activity Taxes
  4. Department IRS
IRS Form 56 – Section 54 & 56 Application Form (Fillable PDF)

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:

  1. Click the "Fill out this form" button on this page.
  2. Wait a few seconds while the Formize PDF Filler app loads the IRS Form 56 template.
  3. Enter all required information—fiduciary name, taxpayer details, revocation data, and signatures.
  4. Review the completed form for accuracy; the app highlights any missing required fields.
  5. 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  • Using an outdated address or phone number for the fiduciary.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.

FAQ
  • Do I need to print Form 56 after filling it online?

    No. The IRS accepts electronically completed PDFs, but you can print a hard copy if you prefer to mail it.

  • What is the purpose of Section 54 on Form 56?

    Section 54 is used to revoke a previously filed fiduciary notice for the same tax matters and years.

  • Can I save my progress and finish the form later?

    Yes. Formize automatically saves your entries in the browser session; you can reopen the PDF to continue editing.

  • Is an electronic signature accepted by the IRS on Form 56?

    Yes. The IRS recognizes e‑signatures on fillable PDFs as long as the signature field is completed.

  • What happens if I make a mistake after submitting?

    You can file a corrected Form 56 with the appropriate sections updated. Be sure to reference the original filing date.

  • Do I need a separate form for each taxpayer I represent?

    Yes. Each fiduciary relationship requires its own Form 56, even if the same fiduciary acts for multiple taxpayers.

HOW TO

How to fill out IRS Form 56 for free, online in 5 easy steps:

  1. 1
    Start the Fillable Form
    Click the "Fill out this form" button on the page to launch the Formize PDF Filler.
  2. 2
    Load the Form
    Wait a few seconds while the IRS Form 56 template loads in the secure editor.
  3. 3
    Enter Required Information
    Complete all sections, including fiduciary details, taxpayer identification, and any revocation notices.
  4. 4
    Review & Sign
    Check for missing fields, add your electronic signature, and ensure the information is accurate.
  5. 5
    Download the Completed PDF
    Click "Submit & Download" to receive a filled‑out PDF you can print or email to the IRS.
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ABOUT

Tax forms

IRS Form 56 is one of Tax forms that are documents used to report information about an individual's or business's income, deductions, and tax liability to the relevant tax authority. These forms are necessary to comply with tax laws and fulfill tax obligations. Tax forms vary depending on the country and the specific tax requirements in place. Here are some common types of tax forms:

Individual Tax Forms: These forms are used by individual taxpayers to report their personal income and claim deductions, credits, and exemptions. Examples include the 1040 form in the United States or the Self-Assessment Tax Return form in the United Kingdom.

Business Tax Forms: Business tax forms are used by companies, partnerships, or self-employed individuals to report their business income, expenses, and other tax-related information. Examples include the Schedule C form (Profit or Loss from Business) in the United States or the CT600 form (Company Tax Return) in the United Kingdom.

Payroll Tax Forms: These forms are used by employers to report the wages, salaries, and taxes withheld from their employees' paychecks. Examples include the W-2 form in the United States or the P60 form in the United Kingdom.

Sales Tax Forms: Sales tax forms are used by businesses to report and remit sales tax collected on taxable goods or services. The specific sales tax forms vary by jurisdiction.

Value Added Tax (VAT) Forms: VAT forms are used in countries that impose a value-added tax to report and remit VAT collected on sales and claim VAT credits for purchases. Examples include the VAT return forms used in many countries.

Estimated Tax Forms: Estimated tax forms are used to report and pay estimated taxes on income that is not subject to withholding, such as self-employment income or investment income.

These are just a few examples of the numerous tax forms that may exist. The specific forms required depend on the tax laws and regulations in your country or jurisdiction. It is important to consult the tax authority's guidelines or seek professional advice to determine which forms are applicable to your situation.

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