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  1. #1

    Default How to Report a Change of Trustee to the IRS

    When a Trust is created and an SS-4 EIN Request for taxpayer i is filed, the name, address, etc., were relative to the known input at the time of the request. What happens when the original Trustee dies, and the Successor Trustee with his/her new mailing address changes?
    Question: must some updated SS-4 form be then filed by the Successor Trustee with the IRS? Or do those necessary changes happen transparently when the first Trust return is filed (as is my case for 2017)? Thank you.

  2. #2
    Join Date
    Oct 2016
    Posts
    3,987

    Default Re: Verifying IRS Data Relative to a Trust

    Oh if anything with the IRS was that easy.

    From the IRS

    A copy of the amendment to the trust instrument, or a resolution to amend the trust instrument, showing the effective date of the change of name and signed by at least one trustee.

  3. #3
    Join Date
    May 2017
    Location
    Florida
    Posts
    355

    Default Re: Verifying IRS Data Relative to a Trust

    There is no amendment to the trust when a successor trustee assumes that role after the death of the prior trustee. What you want to file is IRS Form 56 informing the IRS of a change in fiduciary relationship. You never file another SS-4.

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