eform trust upload question

9x19 · February 20, 2015, 07:23 AM

What electronic format is your signed/notarized trust saved in?

My trust is done, signed & notarized.

So, how should I scan it in/save it to my PC to meet ATF efile requirements? (I have my online id, but haven't submitted a form 1 online yet... a Ruger Charger as an SBR is my first project.)

Also do you submit the trust and Schedule A as a single file, or separate?

Thanks in advance.

Gunfixr · February 20, 2015, 01:36 PM

The site accepts several types of files, and they are listed on the site.
Iirc, I used a Microsoft Word file.

Sharkbite · February 20, 2015, 02:04 PM

I scanned my completed trust docs into a PDF file. Then attached that to the eform 1. Has worked everytime.

9x19 · February 20, 2015, 03:42 PM

Thanks, I scanned the trust into a pdf as well.

Gunfixr · February 20, 2015, 04:59 PM

I know it takes pdf, Microsoft Word, and jpeg. It also takes about 3 others, I just can't remember them.
I didn't have the capability to create pdf, only read them, which was why I did mine in word.

Gunfixr · February 20, 2015, 05:00 PM

Oh, and the schedule a was part of the file, not separate.
Forgot to mention that before.

9x19 · February 20, 2015, 08:06 PM

I'm thinking of leaving the schedule in Word since it is easier to edit... Adobe wants too much money to convert their reader to full featured. I noticed you could upload more than one doc with the eform 1.

Coach Z · February 22, 2015, 08:13 PM

I've done all my uploads as pdf

FYI google has a free pdf editing program called formulate pro and it works great.

9x19 · February 23, 2015, 05:36 AM

Thanks... are there supposed to be witness signatures on the schedule A?

Just wondering, since it gets things added to it, will the original signatures / dates be carried over?

Gunfixr · February 23, 2015, 09:18 AM

That was why I left mine in word, didn't want to pay the upgrade.
I will look into that free one for sure.
No, you do not need witnesses for your schedule a, unless your attorney set it up that way, which you sure hope he did not.
It is only a list of what the trust holds. You can add or remove items at will, as the grantor.
Just make sure to keep adding the items you put on it before sending it back in for the next item. They are looking at trusts closer now. I do not know exactly what would happen if they got it in to add something, but it is missing something their records show is on it.
Probably just kick it back for fixing, but you never know.

9x19 · February 23, 2015, 01:30 PM

Thanks everyone,

My Trust is signed, witnessed and notarized, but I didn't think the Schedule A needed witness signatures (read somewhere that it should).

After it was signed/notarized, I uploaded my Trust as a PDF but plan to keep my Scheule A as a doc file since it is easier to edit, then I can just scan it as a PDF if I want to upload it with an eform.

When I submitted my eform 1 for an SBR, on my schedule A I listed $100 and the Ruger Charger I want to SBR. I've read differing opinions on whether I should have included the Charger, but I figured if its already assigned to the Trust, then the approval should go smooth.

It really is a convoluted process with no clear instructions from the folks who manage the program.

Elkins45 · February 25, 2015, 09:42 PM

Mine is a .pdf file. I keep my original Schedule A in Word but print a copy to .pdf when I submit.

My practice for all of my stamps (both paper and electronic) has been to list the new item the application is for with the parenthetical (pending BATFE approval).

My trust lawyer told me that this is proper, since you do in fact already own the item and are merely waiting on permission to take posession of it.

Gunfixr · February 25, 2015, 11:51 PM

I never put anything on the schedule a that I do not have an approved form showing ownership of.

9x19 · February 26, 2015, 12:20 AM

My reasoning is since the trust can "own" just about anything, it can own a Ruger Charger even if it's not subject to NFA... yet.

If an individual applied, it seems they would buy the item first in order to provide a serial number, so I was just replacing the person with the trust.

It is interesting how many different opinions and practices folks have on the subject, and apparently ATF doesn't have a preference since I've seen folks go both ways and get approved.

February 20, 2015, 07:23 AM	#1
9x19 Senior Member Join Date: October 15, 1998 Location: Sherman, TX USA Posts: 3,750	eform trust upload question What electronic format is your signed/notarized trust saved in? My trust is done, signed & notarized. So, how should I scan it in/save it to my PC to meet ATF efile requirements? (I have my online id, but haven't submitted a form 1 online yet... a Ruger Charger as an SBR is my first project.) Also do you submit the trust and Schedule A as a single file, or separate? Thanks in advance. __________________ Make mine lean, mean, and 9x19!

February 20, 2015, 03:42 PM	#4
9x19 Senior Member Join Date: October 15, 1998 Location: Sherman, TX USA Posts: 3,750	Thanks, I scanned the trust into a pdf as well. __________________ Make mine lean, mean, and 9x19!

February 20, 2015, 08:06 PM	#7
9x19 Senior Member Join Date: October 15, 1998 Location: Sherman, TX USA Posts: 3,750	I'm thinking of leaving the schedule in Word since it is easier to edit... Adobe wants too much money to convert their reader to full featured. I noticed you could upload more than one doc with the eform 1. __________________ Make mine lean, mean, and 9x19!

February 22, 2015, 08:13 PM	#8
Coach Z Senior Member Join Date: February 18, 2011 Location: RI Posts: 795	I've done all my uploads as pdf FYI google has a free pdf editing program called formulate pro and it works great. __________________ Love my guns

February 23, 2015, 05:36 AM	#9
9x19 Senior Member Join Date: October 15, 1998 Location: Sherman, TX USA Posts: 3,750	Thanks... are there supposed to be witness signatures on the schedule A? Just wondering, since it gets things added to it, will the original signatures / dates be carried over? __________________ Make mine lean, mean, and 9x19!

February 20, 2015, 01:36 PM	#2
Gunfixr Senior Member Join Date: June 10, 2007 Location: East Coast, USA Posts: 360	The site accepts several types of files, and they are listed on the site. Iirc, I used a Microsoft Word file.

February 20, 2015, 02:04 PM	#3
Sharkbite Senior Member Join Date: November 4, 2013 Location: Western slope of Colorado Posts: 3,679	I scanned my completed trust docs into a PDF file. Then attached that to the eform 1. Has worked everytime.

February 20, 2015, 04:59 PM	#5
Gunfixr Senior Member Join Date: June 10, 2007 Location: East Coast, USA Posts: 360	I know it takes pdf, Microsoft Word, and jpeg. It also takes about 3 others, I just can't remember them. I didn't have the capability to create pdf, only read them, which was why I did mine in word.

February 20, 2015, 05:00 PM	#6
Gunfixr Senior Member Join Date: June 10, 2007 Location: East Coast, USA Posts: 360	Oh, and the schedule a was part of the file, not separate. Forgot to mention that before.

February 23, 2015, 09:18 AM	#10
Gunfixr Senior Member Join Date: June 10, 2007 Location: East Coast, USA Posts: 360	That was why I left mine in word, didn't want to pay the upgrade. I will look into that free one for sure. No, you do not need witnesses for your schedule a, unless your attorney set it up that way, which you sure hope he did not. It is only a list of what the trust holds. You can add or remove items at will, as the grantor. Just make sure to keep adding the items you put on it before sending it back in for the next item. They are looking at trusts closer now. I do not know exactly what would happen if they got it in to add something, but it is missing something their records show is on it. Probably just kick it back for fixing, but you never know.

February 23, 2015, 01:30 PM	#11
9x19 Senior Member Join Date: October 15, 1998 Location: Sherman, TX USA Posts: 3,750	Thanks everyone, My Trust is signed, witnessed and notarized, but I didn't think the Schedule A needed witness signatures (read somewhere that it should). After it was signed/notarized, I uploaded my Trust as a PDF but plan to keep my Scheule A as a doc file since it is easier to edit, then I can just scan it as a PDF if I want to upload it with an eform. When I submitted my eform 1 for an SBR, on my schedule A I listed $100 and the Ruger Charger I want to SBR. I've read differing opinions on whether I should have included the Charger, but I figured if its already assigned to the Trust, then the approval should go smooth. It really is a convoluted process with no clear instructions from the folks who manage the program. __________________ Make mine lean, mean, and 9x19!

February 25, 2015, 09:42 PM	#12
Elkins45 Senior Member Join Date: February 24, 2010 Posts: 498	Mine is a .pdf file. I keep my original Schedule A in Word but print a copy to .pdf when I submit. My practice for all of my stamps (both paper and electronic) has been to list the new item the application is for with the parenthetical (pending BATFE approval). My trust lawyer told me that this is proper, since you do in fact already own the item and are merely waiting on permission to take posession of it.

February 25, 2015, 11:51 PM	#13
Gunfixr Senior Member Join Date: June 10, 2007 Location: East Coast, USA Posts: 360	I never put anything on the schedule a that I do not have an approved form showing ownership of.

February 26, 2015, 12:20 AM	#14
9x19 Senior Member Join Date: October 15, 1998 Location: Sherman, TX USA Posts: 3,750	My reasoning is since the trust can "own" just about anything, it can own a Ruger Charger even if it's not subject to NFA... yet. If an individual applied, it seems they would buy the item first in order to provide a serial number, so I was just replacing the person with the trust. It is interesting how many different opinions and practices folks have on the subject, and apparently ATF doesn't have a preference since I've seen folks go both ways and get approved. __________________ Make mine lean, mean, and 9x19!

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