Some or all of the information you need may be in the decedent’s personal records. If you need to request information from the IRS, we need to know that you are authorized to receive it. To establish that you are properly authorized to receive tax information of a decedent or their estate, submit the following with your information request:

The decedent’s complete name, address and social security number

A copy of the death certificate, and either

A copy of Letters Testamentary approved by the court, or

IRS Form 56, Notice Concerning Fiduciary Relationship, if there is no court proceeding