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Form 15250: Nonbank Trustee/Custodian Status Notification
Treasury Form 15250 is a Nonbank Trustee/Custodian Status Notification filed with the IRS by organizations to confirm their status; it covers changes in name, address, or EIN.
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IRS Form 15250 - Nonbank Trustee/Custodian Status Notification
Treasury Form 15250 is a Nonbank Trustee/Custodian Status Notification filed with the IRS by organizations to confirm their status; it covers changes in name, address, or EIN.
Risk Radar
Scan points- 1Ensure the 'Correct name, address, employer identification number' listed in Section II matches exactly what is on the Notice of Approval.
- 2Failing to select the correct status in Section I (e.g., choosing 'continuing' when withdrawing).
- 3Not updating the name, address, or EIN listed on the Notice of Approval if changes have occurred.
- 4Omitting the date in Section III upon signing the Form 15250.
- 5Listing an incorrect telephone number for contact in Section III.
Plain English
This form lets an organization inform the Internal Revenue Service (IRS) about its current role as a nonbank trustee or custodian. Organizations use this document to confirm they are still serving in that capacity, wish to stop serving, or have updated their identifying information. Filing Form 15250 ensures the IRS has accurate records regarding the entity's function.
Submission Date
- Filing date: 2020-04-13 22:10:12
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when an organization needs to notify the IRS of its current status as a nonbank trustee or custodian.
- Do not use Form 15250 when the organization wishes to change only its name, address, or EIN without explicitly stating continued existence or withdrawal.
- Check no other specific form number is mentioned in the source for this notification itself.
Form selector
Use this form or another form?
Changing status (e.g., stopping service)
To formally notify the IRS of intent to withdraw Notice of Approval or change existence.
✓ Confirm Section I is completed.
Updating identification details
When the entity's name, address, or EIN differs from what is on the published list since the last approval notice.
✓ Ensure all three fields in Section II are accurately listed.
General status confirmation
For confirming that the organization continues to exist and serve as a nonbank trustee/custodian without any changes needing reporting.
✓ Select option '1' under Section I.
Deadline or filing window
The filing trigger event is any change to status or details. If withdrawing, the notification is effective immediately upon filing. The source does not specify a general deadline window for filing unless a change necessitates it.
Checklist
What you need before filling it out
Section I: Status Notification
Select Option 1, 2, or 3 from Form 15250 · Section I of Form 15250
Option 1 (Continues to exist)
Organization confirms current operational status · Section I of Form 15250
Section II: Change Notification Trigger
Information changed since Notice of Approval/list · Section II header, Form 15250
Correct Name/Address/EIN
The accurate details matching the IRS records · Section II, Correct name, address, EIN field
Section III: Signatory Details
Printed name/title and Telephone number of filer · Section III fields, Form 15250
Before you submit
- 1Verify that the organization's current status (Option 1, 2, or 3) is selected in Section I.
- 2Confirm that if any change exists, Section II has been completed and addressed.
- 3Ensure the 'Correct name, address, employer identification number' listed in Section II matches official records.
- 4Verify that a signature is present in Section III.
- 5Check that the printed name/title of the signer is clearly legible in Section III.
- 6Confirm the telephone number provided in Section III is current and functional.
- 7Ensure the form itself bears the April 2020 revision date.
How to file this form
- 1Complete Section I by selecting whether the organization continues to exist, wishes to withdraw its Notice of Approval, or no longer exists.
- 2If necessary, complete Section II by listing the correct name, address, and employer identification number that differs from previous filings.
- 3Fill out Section III with the signer's printed name/title and current telephone number.
- 4Sign the form in Section III to finalize the Nonbank Trustee/Custodian Status Notification.
Known limitations
- 1The form does not apply if an organization's status change is not related to continuing as a nonbank trustee or custodian.
- 2If the entity has no changes in name, address, or EIN since the Notice of Approval, Section II may be skipped (though the filer must still choose one of the options in Section I).
- 3The form does not specify filing deadlines for status notifications; it only covers existing status confirmation.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition of IRS Form 15250 is dated April 2020 (Form 15250 (4-2020)). The source does not specify a separate 'latest information' page, but it details the organization's status notification and any necessary changes to its identification information.
What changed or needs a fresh check
- Edition date — confirm the form reads April 2020 (4-2020).
- Fee — Not stated in the official source.
- Mailing address — Not stated in the official source.
- Signature — ensure a signature is provided in Section III.
- EIN — verify the organization's Employer Identification Number matches the form.
- Status selection — confirm the appropriate option (1, 2, or 3) under Section I has been selected.
Quick Facts
Downloads
After you file
- 1Retain a copy of the filed IRS Form 15250 (4-2020) for organizational records.
- 2Ensure the submitted form includes a signature and date in Section III.
- 3If notifying of a withdrawal, the effective date is immediate upon filing.
- 4If reporting changes, confirm that the corrected information matches what is on the Notice of Approval or IRS published list.
Sources
- SRCForm 15250 is titled Nonbank Trustee/Custodian Status Notification (Form p.1)
- SRCThe form's Catalog Number is 74037Z (Form p.1)
- SRCThe revision date on file is April 2020 (Form p.1)
- SRCSection I requires providing the organization’s current status as a nonbank trustee or custodian (Form p.1)
- SRCOption 1 in Section I indicates the organization continues to exist and serve as a nonbank trustee or custodian (Form p.1)
- SRCIf changes occur, Section II must be completed, which includes reporting name, address, or EIN change (Form p.1)
Common confusion points
What do I select in Section I?
The organization must choose one: continuing status (1), withdrawing status (2), or no longer existing (3).
When must I use Section II?
Complete Section II if the organization's name, address, or EIN has changed since the Notice of Approval was issued.
What information goes in Section II?
Provide the correct name, address, and employer identification number as shown on the Notice of Approval or IRS published list.
Who fills out Section III?
The printed name/title must be provided along with a telephone number.
Does the form cover everything?
Not stated in the official source — verify on the agency site
Do I need to file this if my EIN hasn't changed but my address has?
Yes, because Section II requires reporting any change to name, address, or employer identification number.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- If the entity needs to correct errors made in its original application, it uses Form 15250 to notify the IRS.
Questions about IRS Form 15250
What is IRS Form 15250 used for?
This form lets an organization inform the Internal Revenue Service (IRS) about its current role as a nonbank trustee or custodian. Organizations use this document to confirm they are still serving in that capacity, wish to stop serving, or have updated their identifying information. Filing Form 15250 ensures the IRS has accurate records regarding the entity's function.
Who must file IRS Form 15250?
The organization named on the form must file IRS Form 15250; this includes entities acting as a nonbank trustee or custodian.
What information does IRS Form 15250 require?
Section I provides the current status (continuing, withdrawing, or no longer existing). Section II collects changes to the name, address, or employer identification number from the Notice of Approval.
When is IRS Form 15250 due?
The form is filed when an organization needs to notify the IRS of a change in its status or details. The effective date for withdrawal is stated as 'immediately' upon filing.
How do I complete IRS Form 15250?
First, complete Section I to state the organization’s current status. Next, if necessary, fill out Section II with the corrected name, address, or EIN. Finally, sign and date the form in Section III, providing a printed name/title and telephone number.
What happens if IRS Form 15250 is filed incorrectly?
The form ensures the continuing accuracy of the representations made in the organization's original application. Failure to file correctly could result in inaccurate records being maintained by the IRS.
What do I select in Section I?
The organization must choose one: continuing status (1), withdrawing status (2), or no longer existing (3).
When must I use Section II?
Complete Section II if the organization's name, address, or EIN has changed since the Notice of Approval was issued.
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