ILLINOIS DEPARTMENT OF REVENUE 

                    DRAFT FORM 

Note: The draft you are looking for begins on the next page. 

Caution: DRAFT—NOT FOR FILING 

This is an early release draft of an Illinois Department of Revenue (IDOR) tax form or instructions, which 
IDOR is providing for substitute forms providers. Do not file draft forms and do not rely on draft forms 
and instructions for filing. We incorporate all significant changes to forms posted with this coversheet. 
However, unexpected issues occasionally arise, or legislation is passed—in this case, we will post a new 
draft of the form to alert users that changes were made to the previously posted draft.  

All forms and instructions have a page on our website at Tax Forms (illinois.gov) where you may see the 
final versions once they are released. Year-end income tax forms are usually released towards the end 
of January. 

If you wish, you can submit comments and questions to IDOR about draft or final forms and instructions 
at REV.VendorForms@illinois.gov. We will forward this information to the Office of Publications 
Management, where forms and publications are administered. 

IDR-1-DIS (N-08/23)          Printed by authority of State of Illinois, web only – one copy. 
 

                                                                                          *77612211V*
      Illinois Department of Revenue

      IL-56             Notice of Fiduciary Relationship

Step 1:  Identify the fiduciary and taxpayer
Fiduciary information                                                                Taxpayer information (Required)

___________________________________                                                  ___________________________________
Name of fiduciary                                                                    Name of individual, estate, or trust 

___________________________________                                                  ___________________________________
Mailing address                                                                      Mailing address 

___________________________________TENTATIVE FINAL___________________________________
City                                                       State                 ZIP City                                                State           ZIP 
(_____)_____________________________                                                 ___________________________________
Phone                                                                                Taxpayer’s identification number (SSN or FEIN)
___________________________________                                                  If an estate, enter the decedent’s date of death ______/______/_______
Email address                                                                                                                                                             Month     Day       Year

Step 2:  Describe the satisfactory evidence of authority
Describe what you have attached as satisfactory evidence of authority to act in a fiduciary capacity.
________________________________________________________________________________________________________________ 
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________ 
________________________________________________________________________________________________________________
 
Step 3:  List the nature and extent of liabilities
Enter all applicable years for which you are acting as a fiduciary. Enter the type of tax (e.g., income tax or retailers’ occupation tax), whether 
or not additional tax or a refund is due, and whether or not a return or payment is required.
________________________________________________________________________________________________________________ 
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________ 
________________________________________________________________________________________________________________

Step 4:  Complete this step when you terminate a prior fiduciary relationship
___________________________________                                                  Date of termination: ______/______/_______
Name of prior fiduciary                                                                                  Month    Day        Year 
___________________________________                                                  (_____)_____________________________ 
Mailing address                                                                      Phone 
___________________________________                                                  ___________________________________
City                                                      State                 ZIP  Email address

Step 5:  Sign below
I have examined this notice and, to the best of my knowledge, it is true, correct, and complete.

_______________________________________________________                              _______________________________                             ____  ____  ________
Signature of fiduciary                                                               Title (e.g., guardian, trustee, or executor)                Month  Day         Year

                                                          This form is authorized as outlined by the Illinois Income Tax Act. Disclosure of this Printed by the authority of the state
      IL-56 (R-12/21)                                     information is REQUIRED. Failure to provide information could result in a penalty.     of Illinois - electronic only - one copy.