| Form | Purpose | Key Information Required |
|---|---|---|
| 8822-B | Change Responsible Party | Entity EIN, New RP name/SSN, Title, Effective date |
| 56 | Establish Fiduciary Relationship | Fiduciary info, Authority type, Tax periods, Attachment A |
| 56-F | Financial Institution Notice | Same as Form 56 + financial capacity designation |
Must include copy of:
| # | Action | Notes |
|---|---|---|
| 1 | Complete Form 8822-B | Wet signature |
| 2 | Complete Form 56 | + Attachment A |
| 3 | Complete Form 56-F | If financial entity |
| 4 | Make copies | Keep everything |
| 5 | Mail certified | Track delivery |
| 6 | Calendar follow-up | 6 weeks |
| Form | Mail To |
|---|---|
| Form 8822-B | Department of the Treasury, Internal Revenue Service, Kansas City, MO 64999 |
| Form 56 / 56-F | IRS Service Center where entity files returns (see form instructions for address) |
| When | Action |
|---|---|
| Immediately | File copies, update records |
| 6 weeks | Verify IRS correspondence |
| 90 days | Call IRS if no confirmation |
| Annually | Review for changes |
| Mistake | Solution |
|---|---|
| Filing without EIN | Obtain EIN first (SS-4) |
| Missing Attachment A | Always include docs |
| Wrong address | Verify IRS addresses |
| No copies made | Copy before mailing |