Due to the incredibly high volume of requests I have been receiving and the fact that the process is extremely time-intensive, I am not able to continue accepting requests to do the eForms transfer process at this time.
Because of that, I have prepared the following step-by-step guide that will explain the process and the documents needed, which should make it much easier for those doing it for the first time.
Before you get started, you need to gather the following:
- Your eForms user-id, password, and PIN
- If you do not have an eForms account, you will need to register one.
- A copy of your current individual tax stamp
- Your EFT electronic fingerprint file
- A scanned copy of all 17 pages of your notarized trust, including the signed schedules, in a single PDF file
You will also need to complete the following documents and scan them into a PDF file:
- The first 2 pages of a Form 23 for the transfer listing your trust as the applicant and you as the responsible person.
- In the unlikely event that there are Current Trustees on your Schedule B then you will need to either ask me to remove them or have them also complete a Form 23.
- IMPORTANT NOTE: The ATF will NOT accept electronic signatures on the Form 23. You must complete the form, print the first 2 pages, phsyically sign it, and then scan those 2 pages back into a single PDF file.
TECH TIP: If at any point the eForms system tells you one of your scanned files is too large, use an online tool such as
SmallPDF to compress the file.
Once you have your documents gathered, you should log into eForms. Once there, look at your profile to determine if your account has your full middle name or just your middle initial. This matters more than you would think since a mismatch between your profile and what you enter on the Responsible Person screen during the process will cause you to not be able to enter the responsible person successfully.

Once you have confirmed how your name is entered in your profile, return to the Home screen and click on ATF Form 4 to start the transfer process:

The next screen will ask who the transferor is (the person the item is being transferred from). If you are transferring an individually-owned item into the trust then you will select ‘Individual’ on this screen. Then click the ‘Next‘ button.

The next screen is informational only and, after reading it, you can click the ‘Next‘ button.

The next screen will contain the transferor information. In the case of an individually-owned item, this will be your information. Most of it should be filled in from your profile but complete any missing information. Then click the ‘Next‘ button.

The following screen allows you to enter an alternate address. This is rarely used, and for most applicants you will simply click the ‘Next‘ button.

The next screen is where you enter the Transferee information (who the item is being transferred to) and in this case, it will be your trust. You will click ‘Trust‘ at the top of the screen and then enter the name of the trust, your address, and your email below. Then click the ‘Next‘ button.

The next screen is the Responsible Person page. You will need to add your information here and that of any person on your Schedule B at the time of the submission of the application. If you want to remove those persons prior to starting your application, please reach out to me and we will update your schedule B.

Clicking ‘Add Responsible Person‘ will pop up a new screen with the needed details for that person.

This is where you will upload your completed Form 23 as well as your passport-style photo and electronic fingerprints (.eft) file.
Once you Save and Close the Responsible Person screen, the next screen is the Chief Law Enforcement Officer (CLEO) screen. Here you will add the information for your CLEO (as listed on your Form 23) and then click the ‘Next‘ button.

On the next screen you will be entering the firearm that you are transferring. However, you will do so by matching the Control Number from the existing tax stamp:

Depending on whether or not you can read the control number on the existing stamp (in the header for most versions of the tax stamp dopcuments), there are 3 ways to look up the control number. Once you have the control number, you click the button the says ‘Add Firearm from Control Number‘.

On the resulting popup, you will enter the control number then click ‘Find Form‘. This will validate the number is a valid control number and then prompt you to enter the serial # to make sure they match. If so, it will load the item information for you.
Once the item has been added, you will click the ‘Next‘ button. This will take you to the page where you will upload a scanned PDF of all 17 pages of your notarized trust (assuming it is one of mine) including the signed and dated schedules. Under document type, you will select the option for Corporation/Trust, etc. and in the description put ‘Notarized Trust’. The click the ‘Add Document‘ button. Once it is successfully uploaded, click the ‘Next‘ button.

This will take you to a screen that will summarize everything you have entered. Confirm that all of the information is correct and then click the ‘Next‘ button.

This brings you to the last screen in the chain where you will check the boxes certifying the information under penalty of perjury. After you have done so, you click the ‘Sign and Submit‘ button. You do not need to pay for suppressors or SBRs. If you are doing a machinegun then you will need to click the ‘Pay‘ button and make payment prior to doing the Sign and Submit step.

On the following popups you will enter your PIN (since you are the transferor) and then enter your Username and PIN again (since you are also the transferee).

Once you have successfully entered this information, you will be notified that your form has been submitted.

Now that your eForm 4 has been submitted, you are not quite done with the process. You still need to do the following for each of the submitted items:
1) Be on the lookout for an email from the eForms system containing a copy of the submitted Form 4. DO NOT ATTEMPT TO READ THIS EMAIL ON A MOBILE DEVICE BECAUSE THE ATTACHMENTS OFTEN DO NOT APPEAR UNLESS VIEWED ON A COMPUTER.
NOTE: If you do not receive this email within a few hours, look in spam and if you still do not see it, you can log back into eForms and download a copy from the submitted forms.
2) Once this email arrives, print out the attached Form 4.
3) Mail a copy of the Form 23 you uploaded and a copy of the downloaded Form 4 (any copy will do) to the CLEO listed on your Form 23. I suggest using USPS Priority Mail so that you have proof of delivery.