What form do I need to change the name of the trustee on my trust? The trust hasn't changed, just the trustee.

Forum|Forum|7 years ago
June 1, 2019
2 replies
12 views

My grandparents created a trust for me and made my mother the trustee. In 2011, my mother resigned as trustee and made me the trustee of my own trust. The IRS still lists my mother as trustee, who is now deceased. What form do I use to change the name of trustee with IRS?

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bwa

Alumni - Champ

Why do you want to change it? Despite the change in trustee, the Trust still survives with the same EIN. That's not a reason for a name change.

84dgreenAuthor

Level 2

So as far as the IRS is concerned, it doesn't matter that the trustee is now deceased?

gregHI

Level 2

To change the trustee, you need to submit IRS form 8822-B, "Change of Address or Responsible Party" naming yourself as the New responsible party. I was instructed by an IRS service representative over the phone on how to change the trustee for a trust EIN.