Became trustee of Simple Trust upon death of former trustee. Is Form 56 Part II(?) used to identify I am a new Trustee? Confused on how to indicate a change in Trustee.

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1 Best answer

Level 15

Jun 3, 2019 1:00:29 PM

"Confused on how to indicate a change in Trustee."

You are providing notice that you are a fiduciary for the trust in Part I of the form and that is actually more than sufficient.

If you want to be overly diligent, you can complete Line 8 of Part II by checking the box and, once again, entering your name and address as you already did in Part I.

Level 15

Jun 3, 2019 1:00:29 PM

"Confused on how to indicate a change in Trustee."

You are providing notice that you are a fiduciary for the trust in Part I of the form and that is actually more than sufficient.

If you want to be overly diligent, you can complete Line 8 of Part II by checking the box and, once again, entering your name and address as you already did in Part I.

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Became trustee of Simple Trust upon death of former trustee. Is Form 56 Part II(?) used to identify I am a new Trustee? Confused on how to indicate a change in Trustee.