Not sure about faster...but one less thing for them to screw up if they “misinterpret” who is considered an RP.
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Solid post with good info, as usual.
Thanks for taking the time to write this up!
Am I missing the advantage to this?
I can think of two:
1. If you’re filing paper forms, it should be less toner and paper printing a copy of your trust/corp documents.
2. Removes any chance of an examiner incorrectly deciding who is an RP, which is something I’ve seen reported more than once.
Now, are either of those enough for you do it? YMMV.
It's always some random Jerk at the ATF who can't read deciding the beneficiaries and successor trustees on my trusts are now magically RPs.
Then when I tell then they are wrong and that they better conf. in a super and legal before they further embarrass themselves I get a call back 3p minutes later with an approved form 4.
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That, or simply missing Amendments.
I had a situation where I included an Amendment, and put a brightly colored post-it on the cover sheet of the trust, and they still managed to miss the Amendment and sent the form back with an error letter. The solution was to simply send it back to them and point out the Amendment again. Wasted time and effort.