Disclaimer: I am not a JD, but this is the direction I received from mine. This is how I got an SBR direct from Noveske.
- Find a Class III dealer in your area. You can expect at least a $100 transfer fee
- Have the Class III dealer fax their info to your manufacturer/dealer of choice
- Place the order for your SBR with your manufacturer/dealer. They will fill out the paperwork to transfer the weapon to your Class III. This will take a minimum of three weeks.
- Find a local lawyer, go to guntrustlawyer.com or take a risk with Quicken to make your own trust
- Sign, witness and notorize your trust.
- Sign, witness and notorize your certification of trust. (Do not mail this to the ATF)
- Fill out a certificate of compliance (ATF Form 5330.20).
- Either open a bank account in the trust's name and pay for your SBR from that account, or purchase your SBR with your money and write a statement which indicates that you contributed X number of dollars to [the name of your trust].
- List additional trustees on a separate document, called the "First Amendment of the [your name] trust". Have your additional trustees sign, witness and get notorized.
- When your weapon arrives at your Class III dealer, go there and have them fill out the bottom portion of the form 4 in duplicate. Make sure they do it properly (see example below).
- Fill out your portion of the form 4 (see example below)
- Fill out an assignments page to "assign" the ownership of your SBR to the trust
- Mail the ATF your $200 check, the form 4 filled out in duplicate (must be an original double sided copy), a COPY of your trust, a COPY of your certificate of compliance, a COPY of your first amendment to your trust (if you have one), a copy of the assignments page, and a copy of the document stating where the money came from for the purchase of the SBR
- Wait.
I think that's about it. Good luck.
Form 4 example (PDF)


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