ducrider45
Active Member
I had to break my trust into four separate documents to upload.
That is exactly what I did. thanks. I figured it out just after I posted. Great minds think alike!
I had to break my trust into four separate documents to upload.
ok, I got it done. It says "submitted". This was a ridiculous process for me. The website would not work on my laptop. I tried 3 computers they all failed. I had to use someone else's laptop, that sucked! I tried several ways to shrink my PDF forms. then I saw that you could load several (10) attachments. So I just split up the trust file into 4 files. That seemed to work. It took me way too long to figure that out. then after I paid, I went to submit and got an error message, but it showed submitted. I'm not sure what's wrong if anything. I guess ill find out soon enough.
Did you get an email with the control number, etc.?
Shortcut? Borrow a kid, grandkid, trustworthy neighbor’s kid, tell them what you’re trying to do. They’ll get you straightened out in about 5 minutes. It’s definitely worth it. Form 1 approvals are taking about 3 weeks right now.
If you want to give it a shot, easiest thing is head to Staples/Kinkos etc with a USB flash drive (8 gigabyte drive is ~$6).
Ask them to scan your documents onto that flash drive at a size of less than 3 megabytes. Tell them you want the document in pdf format. They’ll know exactly what that means.
Head home, plug the flash drive into your computer, upload your trust to eForm using the instruction links above. Do it once and you'll wonder why you waited so long.
All five of mine were approved without either of those sections populated.
I even manually added a description for "h" and it never appeared on my final drafts or approved stamps.
There was never a place for me to answer “j” either. Unless ATF changed the submission format since 9/13, you're gtg.
If you want absolute confirmation about the latest guidelines/changes, "Ask the Experts" is good about answering questions pretty quickly though.
Been looking for a Cliff Notes type of book that explains all this stuff in layman's terms with no luck. Html, text, pdf,jpeg and so on. Not everyone in this world is computer literate. Borrowing the kid thing etc, is like listening to Chinese. Some people are fascinated by computers and dive into them. Others like me would rather have a root canal.
While the ATF thing is voluntary what pisses me off is that there are millions of old people w/o computers being told they have to do everything by computer now. Seems pretty discriminatory to do this to people who can barley operate a cell phone. Of course if they were illegal there would be all kinds of free help in any F'g language they need.
one more question when signing do you have to put "trustee" following your name or does it somehow know to insert that info?
I've never put "trustee" anywhere on an efile app and they've all been approved. You're attaching the trust info that clearly shows you're a trustee.
one more question when signing do you have to put "trustee" following your name or does it somehow know to insert that info?
When you register, there is a Title field available. Notice it's after your name. This is not a title like Mr/Mrs/Dr, rather a title like Trustee. When you sign a paper form, you sign and print as Full Name as Trustee. In EForms, you sign electronically. Box 7 shows DIGITALLY SIGNED and Box 8 shows your name as registered. If you have Trustee in the Title field, your form will include that title after it prints your name.
If you have already registered, you can still add a title if you choose. Simply log into EFORMS and go to the My Profile tab at the top. Then look at User Information. The Title field is right below your name.
Notice that on both the Registration page and the User Information page there is not an asterisk next to the Title field. It is not required. Just like your middle initial isn't required. The trust you submit will have your name listed as Trustee. I've yet to see anybody post that they were denied because of Trustee not being present. Quite a few posted success with the Title field blank. I think it's a non-issue, but I wanted to point it out in case you wanted to use that field.
Nevermind, Nate just answered with what I was replying.
Off topic, but after you get approved how do you print your approved copy out without the word DRAFT across it ?
Thanks
Off topic, but after you get approved how do you print your approved copy out without the word DRAFT across it ?
Thanks
You need to contact NFA branch and let them know your approved form has the DRAFT watermark and they'll correct it. You can use the 'Ask the Experts' function.