I’m making an SBR (my 4th) as an individual, not Trust. It was returned because in 4h, I used my initials instead of writing out my full name to place on the lower.
In addition, in Section 8 where they ask for my Name & Title of Authorizing Individual, I left blank, as the examples I saw show name the title “Trustee” and I have no title germane to the application.
They stamped red stamps & used yellow highlighters to point out the errors—so, do I do the corrections on these original Form 1s, or send a new Form 1.
Ironically, the other Form 1s were approved using my initials & last name, so this baffles me.
Just make the corrections on the form. Draw a line through an error if needed and initial next to it, no white out. You can’t abbreviate your name as maker. I had the same issue.
I’m sorry, I forgot to say the Error Form with the returned Form 1 specifically says “Complete Section 8” but the issues of my initials vs full name isn’t on the Error form…
Then I don’t know what to tell ya. I didn’t fill out section 8 and wasn’t allowed to use initials as “maker”. It really makes no sense because I believe section 8 is if you’re filing as a trust.