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6/16/2009 4:53:56 AM EDT
If you already have NFA items approved via Trust, when sending a form 4 for another item, is the schedule A required(I thought it was not)?

Must I send in copies of the original notarized trust, or can I print a new copy and have it notarized (notary at work, and saves a trip to the safety deposit box)?

Thanks in advance

ETA If I remember correctly I put the full Trust Name on 1. for the Certification of Compliance?
6/16/2009 9:51:56 AM EDT
[#1]
Send a copy of everything including the schedule A  and yes you put the full Trust Name on 1. for the Certification of Compliance.
6/16/2009 11:11:45 AM EDT
[#2]
Thanks for the reply, does my trust need to be the original notarized copy( i.e. with the notarized date of my first NFA item), or can I just print a new copy of the trust, and have it notarized again?

6/16/2009 12:27:02 PM EDT
[#3]
You send in a COPY of the trust.  The original notarized document should remain in a fireproof safe forever, never to see the light of day. Keep an electronic copy on your harddrive so you can print one off whenever it is required.
Notarizing another trust document creates another trust.

Kharn
6/16/2009 12:46:21 PM EDT
[#4]
Quoted:
Thanks for the reply, does my trust need to be the original notarized copy( i.e. with the notarized date of my first NFA item), or can I just print a new copy of the trust, and have it notarized again?



if using something like will maker, you have to amend it, reinstate it,  add you item into schedule A. print everything out. sign everything and get your signatures nortorized. nortoritery is just verification of you signing and estating the document.
6/16/2009 1:23:10 PM EDT
[#5]
Good info guys, thanks for all of the guidance.
6/16/2009 2:26:26 PM EDT
[#6]
just updated my post,
6/18/2009 4:36:16 PM EDT
[#7]
Just double checking this;  using Quicken, and now adding a second item to the Trust.  I thought the process was to add the items and print out the new Schedule A, and to print out the new Assignment of Property, sign it, and then put both the Schedule A and the Assignment in your file.

No need to print out the whole Trust document and have it re-notarized.

Am I off base?
6/18/2009 6:52:06 PM EDT
[#8]
But what if you have items waiting on approval? They should not be on your schedule A unless you have them approved, right?

In my situation, I'm buying multiple Class 3 items and have several into the ATF at a time. I can't keep updating the schedule A's as my approvals come in and send them to BATFE to update each application, can I?
6/18/2009 7:07:52 PM EDT
[#9]
Submit another xerox of the trust.  DEFINITELY include a schedule A.  Can be the old sch A, or a new sch A showing the items if you are getting them through a form 4.    I've done both, both work.


...but if you are doing a form 1 SBR, don't list the SBR on the trust until you have a stamp.... DUH!
6/18/2009 7:12:46 PM EDT
[#10]
I just sent a second form 4 in.

I sent:
- $200 money order
- COPY of the original, notarized trust, with a schedule A (which only included my first can)
- Certification of Citizenship
- COPY of my first approved form IV (I figured, why not?)
(I changed my address a couple months back)
- copy of letter I sent them changing my address, with the date I originally sent it (just in case they didn't have it)


The first one I sent pretty much the same things, only I also sent a notarized certification of trust, but I didn't have an extra copy of it this time.    We'll see if they need it.

6/19/2009 8:57:40 AM EDT
[#11]
Quoted:
Submit another xerox of the trust.  DEFINITELY include a schedule A.  Can be the old sch A, or a new sch A showing the items if you are getting them through a form 4.    I've done both, both work.


...but if you are doing a form 1 SBR, don't list the SBR on the trust until you have a stamp.... DUH!
"My buddy Steve has a sweet AR15.  I'm going to file a Form 1 on it and when my stamp comes back he's going to give it to me and I'll put the short barrel on it."  Yeah, that makes as much sense as not listing a Title I reciever on your schedule A when you're Form 1ing it.

Kharn
6/19/2009 5:58:17 PM EDT
[#12]
You do NOT need to submit a Cert of Citizenship for a trust. You can find the requirements, including a link to the BATFE's statement of such in my blog posting: http://blog.princelaw.com/2008/9/5/how-to-fill-out-a-form-1-or-form-4-when-using-a-gun-nfa-trust
6/22/2009 9:47:19 AM EDT
[#13]
Quoted:
You do NOT need to submit a Cert of Citizenship for a trust. You can find the requirements, including a link to the BATFE's statement of such in my blog posting: http://blog.princelaw.com/2008/9/5/how-to-fill-out-a-form-1-or-form-4-when-using-a-gun-nfa-trust


Your blog post would be even more useful if the linked images and documents worked.  
6/22/2009 2:25:12 PM EDT
[#14]
Yeah, that shouldn't be... (Thanks for the heads up). I think the IT guys were messing with something and have it screwed up. It should be fixed shortly.

P.S. It is all fixed now.
6/23/2009 6:53:03 PM EDT
[#15]
Quoted:
Yeah, that shouldn't be... (Thanks for the heads up). I think the IT guys were messing with something and have it screwed up. It should be fixed shortly.

P.S. It is all fixed now.


Interesting info; much appreciated.
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