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.

[tagteam · Accepted solution]

"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.