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Official form guide
Form 15250: Nonbank Trustee/Custodian Status Notification
IRS Form 15250 is the Nonbank Trustee/Custodian Status Notification used by organizations that act as nonbank trustees or custodians to report whether they continue, withdraw, or cease to exist as such entities.
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IRS Form 15250 - Nonbank Trustee/Custodian Status Notification
IRS Form 15250 is the Nonbank Trustee/Custodian Status Notification used by organizations that act as nonbank trustees or custodians to report whether they continue, withdraw, or cease to exist as such entities.
Risk Radar
Scan points- 1Submitting the form without a signature invalidates the notification.
- 2Choosing the wrong status option in Section I, such as indicating continuation when the organization wishes to withdraw.
- 3Failing to check the withdrawal option when the organization wants to end its nonbank trustee status.
- 4Neglecting to indicate that the organization no longer exists when that is the case.
- 5Omitting updated name, address, or EIN changes in Section II when they differ from the Notice of Approval.
Plain English
This form tells the IRS if a nonbank trustee or custodian is still operating, wants to stop, or has closed. It also updates any changes to the organization’s name, address, or EIN. A signature and contact info are required.
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 the organization needs to report its current nonbank trustee or custodian status, including continuation, withdrawal, cessation, or a change of name, address, or EIN.
Form selector
Use this form or another form?
Organization wants to report a status change
Required to notify IRS of continuation, withdrawal, cessation, or information change
✓ Verify the correct status box is selected before signing
Organization needs to update name, address, or EIN on IRS records
Section II captures corrected name, address, EIN
✓ Ensure the new information matches the IRS published list
Organization no longer serves as a nonbank trustee or custodian
Section I option 2 indicates immediate withdrawal
✓ Confirm withdrawal is intended before submitting
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Section I status selection
Selected status option (continue, withdraw, cease) · Form 15250, Section I
Section II name change
Correct name, address, EIN if changed · Form 15250, Section II
Section III signature
Signature of authorized person · Form 15250, Section III
Section III date
Date of signing · Form 15250, Section III
Section III printed name/title
Printed name and title of signer · Form 15250, Section III
Before you submit
- 1Select the appropriate status option in Section I
- 2Enter any updated name, address, or EIN in Section II if applicable
- 3Verify the corrected information matches IRS records
- 4Print the updated name, address, and EIN clearly
- 5Sign the form in Section III
- 6Date the signature in Section III
- 7Provide a telephone number in Section III
How to file this form
- 1Complete Section I to indicate the organization’s current status
- 2If name, address, or EIN have changed, fill out Section II with the corrected information
- 3Print the corrected name, address, and EIN legibly
- 4Sign and date Section III, including printed name, title, and telephone number
- 5Submit the signed Form 15250 to the IRS as directed
Known limitations
- 1The form is limited to organizations that serve as nonbank trustees or custodians, as indicated by the title Nonbank Trustee/Custodian Status Notification.
- 2The form is not required when the organization’s name, address, and employer identification number have not changed since the Notice of Approval, because Section II applies only if a change has occurred.
- 3The form cannot be used to report status changes other than continuing, withdrawing, or ceasing to exist, as Section I lists only those three options.
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->Form 15250 (April 2020) is the current edition; the source lists the revision date as 4/2020 and does not reference a separate latest‑information page.
What changed or needs a fresh check
- Edition date — confirm the form shows 4/2020
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Confirm a signature appears in Section III
Quick Facts
Downloads
After you file
- 1Keep the signed Form 15250 copy for at least 3 years
- 2Store the copy with the organization’s IRS correspondence file
- 3If filing by mail, retain the mailing receipt or certified mail tracking number
- 4Expect IRS acknowledgment within 30 days; if none, contact the IRS Practitioner Services
Sources
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
Common confusion points
Which box should I check if we are still a nonbank trustee?
The form lists three numbered statements; filers may misinterpret the wording.
→ Select option 1: “The organization named above continues to exist and serve as a nonbank trustee or custodian.”
Can we withdraw our status and also update our address at the same time?
Option 2 withdraws status, while option 4 is for name/address/EIN changes; using both may cause conflict.
→ Submit separate Form 15250: one with option 2, and another with option 4 for the address update.
Do I need to fill out Section II if only the EIN changed?
Section II covers name, address, or EIN changes, but filers may think it applies only to name/address.
→ Enter the new EIN in the “Correct name, address, employer identification number” line of Section II.
Is the withdrawal effective immediately or can it be delayed?
Option 2 text says “effective immediately,” which may be missed.
→ Confirm the wording of option 2 matches the form and that you intend immediate effect.
What if the organization no longer exists—do we still need to sign?
The form includes option 3 for non‑existence, but signature is still required.
→ Sign Section III regardless of the selected option.
Do I need to provide a phone number if I am withdrawing?
Section III asks for telephone number, but some filers think it’s optional for withdrawals.
→ Enter a current telephone number in Section III for all submissions.
Questions about IRS Form 15250
What is IRS Form 15250 used for?
This form tells the IRS if a nonbank trustee or custodian is still operating, wants to stop, or has closed. It also updates any changes to the organization’s name, address, or EIN. A signature and contact info are required.
Who must file IRS Form 15250?
Any organization that serves as a nonbank trustee or custodian must file IRS Form 15250.
What information does IRS Form 15250 require?
The form collects the organization’s current status (continues, withdraws, or no longer exists) in Section I, any name, address, or EIN changes in Section II, and a signature, date, printed name, title, and telephone number in Section III.
How do I complete IRS Form 15250?
First, select the appropriate option in Section I to indicate the organization’s status. If the name, address, or EIN has changed, complete Section II with the correct information. Then, sign and date the form in Section III, providing the printed name, title, and telephone number. Submit the completed form to the IRS as instructed.
Which box should I check if we are still a nonbank trustee?
The form lists three numbered statements; filers may misinterpret the wording. Select option 1: “The organization named above continues to exist and serve as a nonbank trustee or custodian.”
Can we withdraw our status and also update our address at the same time?
Option 2 withdraws status, while option 4 is for name/address/EIN changes; using both may cause conflict. Submit separate Form 15250: one with option 2, and another with option 4 for the address update.
Do I need to fill out Section II if only the EIN changed?
Section II covers name, address, or EIN changes, but filers may think it applies only to name/address. Enter the new EIN in the “Correct name, address, employer identification number” line of Section II.
Is the withdrawal effective immediately or can it be delayed?
Option 2 text says “effective immediately,” which may be missed. Confirm the wording of option 2 matches the form and that you intend immediate effect.
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