We get many questions about filling out ATF forms with trusts. Here is a summary of the common forms that need to be filled out along with instructions on how to fill them out properly.
While most trusts do not have EIN numbers, the proper way of filling out the documents is to include your social security number as that is your TAX ID number. At this time, ATF does not seem to care whether you leave it blank, put N/A, or include your Tax ID number or an alternate EIN number. This may change.
Many people feel that they should not have to pay an additional tax stamp to transfer from themselves to their trust. using your SS number on both would seem to indicate that there is not a taxable transfer. The problem is one of economics. Generally no one wants to fight over the $200 tax stamp. Even if you have 10 or 20 NFA firearms, the cost of raising this issue would be far more than paying the tax.
We have complied pages on
How to fill out an ATF form 4 (5320.4)
How to fill out an ATF form 1 (5320.1)
How to fill out an ATF form 20 (5320.20)
How to fill out an ATF Certificate of Compliance for a Trust (5330.20)
Remember that there are different types of trusts. Most trusts even are not appropriate for the ownership of firearms as they generally tend to instruct people to break the law. These forms and examples are for the use of those who are using a trust which has been licensed by a Gun Trust Lawyer®. These instructions work with the Base, Professional, and Multi Generational Asset Protection versions of the Gun Trusts and while they may be appropriate for other trusts, we cannot give advise on them without reviewing them.