Quoted:
This is my first time using eform and I have a couple of questions.
I am submitting 2 eform 1’s and I have a paper form 4 pending since last November.
1. Should I submit my trust for each form 1 or use the submitted in the last 24 months exemption since it was sent in with the form 4?
2. Do I need to send two sets of prints per cover letter/per form 1 and per responsible person? So either 2 sets per RP or 4?
3. Am I able to reference my submitted form 4 anywhere in the form 1 areas? Should I?
4. Edit: Am I able to use a digital signature on the 5320.23 form?
View Quote
1. 24-month exemption only comes into play if you have an approved form…so you need to submit a copy of the trust
2. You can send both cover letters in the same envelope, and need two completed cards per RP
3. No, no
4. Seems like that just depends on who gets the form…safest bet is to print, sign, scan, upload