Form IL-56 Notice of Fiduciary Relationship - Illinois

Form IL-56 is a Illinois Department of Revenue form also known as the "Notice Of Fiduciary Relationship". The latest edition of the form was released in December 1, 2014 and is available for digital filing.

Download an up-to-date Form IL-56 in PDF-format down below or look it up on the Illinois Department of Revenue Forms website.

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Illinois Department of Revenue
IL-56
Notice of Fiduciary Relationship
General Information
Who should file Form IL-56?
When should I file this form?
You should file this form only when
You should complete Form IL-56 when you are acting in a fiduciary
capacity for a taxpayer who is unable to execute a power of attorney
you are required to represent the taxpayer in matters before the
(Form IL-2848) because of death or other legal disability. You should
Illinois Department of Revenue (IDOR), or
keep Form IL-56 in your records at the time a fiduciary relationship is
IDOR has requested it.
created or terminated for
an individual,
What must I attach to this form?
a decedent’s estate,
You must attach satisfactory evidence of the authority to act in a
a receiver in a receivership proceeding,
fiduciary capacity to Form IL-56 (e.g., copy of will, certificate of court
a trust,
showing your appointment and qualification, or certified copies of
a bankruptcy estate,
instruments creating the trust).
an assignee for the benefit of creditors, and
a terminating entity.
If you complete Step 4, you must attach satisfactory evidence of the
Note:
A terminating entity, such as a corporation, partnership, or
termination or revocation of the prior fiduciary relationship.
trust, legally can only establish a fiduciary relationship before it is
terminated. This allows the fiduciary to represent the entity on all tax
matters after it is terminated.
Step 1: Identify the fiduciary and taxpayer
Fiduciary information
Taxpayer information
__________________________
__________________________
___________________________
Name of fiduciary
Name of individual, estate or trust
Taxpayer’s identification number (SSN or FEIN)
__________________________
__________________________
If an estate, enter the
decedent’s date of death _____ _____ ________
Mailing address
Mailing address
__________________________
__________________________
Month
Day
Year
__ __ __ - __ __ - __ __ __ __
City
State
ZIP
City
State
ZIP
____
_____________________
Decedent’s Social Security number
(
)
Phone
__________________________
Email address
Step 2: Describe the satisfactory evidence of authority
Describe what you have attached as satisfactory evidence of authority to act in a fiduciary capacity.
_________________________________________________________________________________________________________________
Step 3: List the nature and extent of liabilities
Enter all applicable years for which you are acting as a fiduciary. Enter the type of tax (e.g., income tax or retailers’ occupation tax), whether or
not additional tax or a refund is due, and whether or not a return or payment is required.
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________
Step 4: Complete this step when you terminate a prior fiduciary relationship
Enter the name and address of any succeeding fiduciary.
_______________________________________________________
Name of fiduciary
_______________________________________________________
Mailing address
_______________________________________________________
City
State
ZIP
Step 5: Sign below
I have examined this notice and, to the best of my knowledge, it is true, correct, and complete.
_______________________________________________________
_______________________________
____ ____ ________
Signature of fiduciary
Title (e.g., guardian, trustee, or executor)
Date
This form is authorized as outlined by the Illinois Income Tax Act. Disclosure of this
information is REQUIRED. Failure to provide information could result in a penalty.
IL-56 (R-12/14)
Reset
Print
Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes.
Illinois Department of Revenue
IL-56
Notice of Fiduciary Relationship
General Information
Who should file Form IL-56?
When should I file this form?
You should file this form only when
You should complete Form IL-56 when you are acting in a fiduciary
capacity for a taxpayer who is unable to execute a power of attorney
you are required to represent the taxpayer in matters before the
(Form IL-2848) because of death or other legal disability. You should
Illinois Department of Revenue (IDOR), or
keep Form IL-56 in your records at the time a fiduciary relationship is
IDOR has requested it.
created or terminated for
an individual,
What must I attach to this form?
a decedent’s estate,
You must attach satisfactory evidence of the authority to act in a
a receiver in a receivership proceeding,
fiduciary capacity to Form IL-56 (e.g., copy of will, certificate of court
a trust,
showing your appointment and qualification, or certified copies of
a bankruptcy estate,
instruments creating the trust).
an assignee for the benefit of creditors, and
a terminating entity.
If you complete Step 4, you must attach satisfactory evidence of the
Note:
A terminating entity, such as a corporation, partnership, or
termination or revocation of the prior fiduciary relationship.
trust, legally can only establish a fiduciary relationship before it is
terminated. This allows the fiduciary to represent the entity on all tax
matters after it is terminated.
Step 1: Identify the fiduciary and taxpayer
Fiduciary information
Taxpayer information
__________________________
__________________________
___________________________
Name of fiduciary
Name of individual, estate or trust
Taxpayer’s identification number (SSN or FEIN)
__________________________
__________________________
If an estate, enter the
decedent’s date of death _____ _____ ________
Mailing address
Mailing address
__________________________
__________________________
Month
Day
Year
__ __ __ - __ __ - __ __ __ __
City
State
ZIP
City
State
ZIP
____
_____________________
Decedent’s Social Security number
(
)
Phone
__________________________
Email address
Step 2: Describe the satisfactory evidence of authority
Describe what you have attached as satisfactory evidence of authority to act in a fiduciary capacity.
_________________________________________________________________________________________________________________
Step 3: List the nature and extent of liabilities
Enter all applicable years for which you are acting as a fiduciary. Enter the type of tax (e.g., income tax or retailers’ occupation tax), whether or
not additional tax or a refund is due, and whether or not a return or payment is required.
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________
Step 4: Complete this step when you terminate a prior fiduciary relationship
Enter the name and address of any succeeding fiduciary.
_______________________________________________________
Name of fiduciary
_______________________________________________________
Mailing address
_______________________________________________________
City
State
ZIP
Step 5: Sign below
I have examined this notice and, to the best of my knowledge, it is true, correct, and complete.
_______________________________________________________
_______________________________
____ ____ ________
Signature of fiduciary
Title (e.g., guardian, trustee, or executor)
Date
This form is authorized as outlined by the Illinois Income Tax Act. Disclosure of this
information is REQUIRED. Failure to provide information could result in a penalty.
IL-56 (R-12/14)
Reset
Print

Download Form IL-56 Notice of Fiduciary Relationship - Illinois

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