Enlarge image | Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes. *77612211W* Illinois Department of Revenue IL-56 Notice of Fiduciary Relationship Step 1: Identify the fiduciary and taxpayer Fiduciary information Taxpayer information (Required) ___________________________________ ___________________________________ Name of fiduciary Name of individual, estate, or trust ___________________________________ ___________________________________ Mailing address Mailing address ___________________________________ ___________________________________ City State ZIP City State ZIP (_____)_____________________________ ___________________________________ Phone Taxpayer’s identification number (SSN or FEIN) ___________________________________ If an estate, enter the decedent’s date of death ______/______/_______ Email address Month Day Year 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 ___________________________________ Date of termination: ______/______/_______ Name of prior fiduciary Month Day Year ___________________________________ (_____)_____________________________ Mailing address Phone ___________________________________ ___________________________________ City State ZIP Email address 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) Month Day Year This form is authorized as outlined by the Illinois Income Tax Act. Disclosure of this Printed by the authority of the state IL-56 (R-12/21) information is REQUIRED. Failure to provide information could result in a penalty. of Illinois - electronic only - one copy. Reset Print |