PDA

View Full Version : First form 1 almost ready to send couple quick questions



DFBrews
04-24-2013, 16:49
So I have my trust set up got it notarized filled out a form 1 for a receiver I want to sbr filled out a 5330.20.

Before I send everything off
i know I need to send duplicates of the form 1 double sided and signed of course do I need to do the same for the 5330.20, declaration of trust and schedule A?

Great-Kazoo
04-24-2013, 17:32
Yes. The last thing you want holding up an application is an OOPS because some paperwork was "misplaced" . Do not forget to keep a copy for reference. This way IF there's a glitch and they call vs return the form, you have something to look at when asked.

asmo
04-24-2013, 17:59
I always send duplicates of everything -- and scan a copy of everything for myself.