VIDEO E006 - eForm 4 submittal - Manual and w/ Cerberus LiveScan

Summary

In this episode of 'Solutions for the Firearm Industry', host Dan provides a detailed walkthrough on submitting ATF eForms, specifically focusing on Form 4 for transferring firearms to non-licensees. He discusses the process of setting up an FFL account, registering clients, and navigating the eForms website. Dan covers various transfer types and emphasizes the importance of accurate data entry, especially for NFA items. He also demonstrates how to use the Cerberus Live Scan software to streamline the eForm submission process, highlighting its auto-fill features and efficiency in handling customer data, fingerprints, and trust documents.

Takeaways

• 🔐 Dan provides a detailed tutorial on using the eForms website for firearm industry transactions, specifically focusing on the Form 4 process.
• 🔑 The importance of using a secure password manager like Keeper is emphasized for managing sensitive account information.
• 📈 Transfer speeds for Form 4 applications have improved, with individual transfers potentially being processed within 2-3 days for instant NICS check returns.
• 📑 There is no Brady Bill waiting period for NFA items, unlike traditional firearm purchases, which can affect processing times.
• 🏢 The tutorial covers how to input transfer information, including selecting the type of transfer (individual, trust, corporation) and entering relevant details.
• 📍 The significance of accurate ZIP code and city name matching for validation purposes within the eForms system is highlighted.
• 🖼️ Instructions are given on how to properly take and upload passport-style photos, as well as how to handle electronic fingerprint (EFT) uploads.
• 💳 Dan recommends that the shop pays for the Form 4 transfer stamp to streamline the process and manage refunds more efficiently.
• 🔗 The necessity of double-checking all entered data for accuracy before submission is stressed to avoid delays or rejections by the ATF.
• ✍️ The video demonstrates the use of Cerberus Live Scan's eForm Auto Filler to automate and expedite the Form 4 submission process.

Q & A

What is the main topic of the video?

The main topic of the video is a tutorial on how to submit a Form 4 for a firearm transfer through the eForms website for the firearm industry.

What is the purpose of a Form 4 in the context of the video?

A Form 4 is used to transfer a firearm to a non-licensee, which is a key process discussed in the video for the firearm industry.

What does the speaker recommend for storing passwords securely?

The speaker recommends using a password management program called Keeper for secure and simple password storage.

Why is the transfer speed for an individual faster than a trust?

The transfer speed for an individual is faster because as of June 20th, when the video was recorded, individual returns can be as quick as 2-3 days if they are an instant NICS check type person, whereas there is no Brady Bill timeline for NFA items, which can result in longer processing times.

What is the significance of the zip code and city matching in the Form 4 process?

The zip code and city must match to ensure that the information on the Form 4 ties out and matches the customer's eForms profile for validation purposes.

What is an RPQ and why is it important for the Form 4 process?

An RPQ, or Responsible Person Questionnaire, is a form that must be filled out for each responsible person or active trustee per firearm. It is important because it contains necessary information about the responsible person and is required for the Form 4 submission.

Why might the speaker recommend that the shop pays for the Form 4 stamp fee?

The speaker recommends that the shop pays for the Form 4 stamp fee for speed and customer service reasons. It speeds up the transaction, and if there is an error or denial, the refund comes back to the shop's card rather than dealing with customer reimbursement.

What is the significance of the internal control number in the Form 4 process?

The internal control number is significant because it helps the FFL (Federal Firearms Licensee) organize their records. It can be a sale number, brand, model, or any identifier that is meaningful to the FFL and will appear on all correspondence from the ATF.

What is the role of the 'Cerberus' software mentioned in the video?

The 'Cerberus' software is used to automate and simplify the Form 4 submission process. It can autofill data, manage customer information, and streamline the eForms submission, reducing the time and effort required compared to manual entry.

How does the speaker demonstrate the efficiency of using 'Cerberus' for Form 4 submissions?

The speaker demonstrates the efficiency of 'Cerberus' by comparing the manual submission process, which took about 15 minutes, to the automated process using 'Cerberus', which takes approximately 3 minutes, showcasing a significant time saving.

Outlines

00:00

🔐 Introduction to E-Forms for Firearms Industry

Dan from Server,Live Scan introduces episode six of a series on solutions for the firearm industry, focusing on the eform submission process on the eforms website. The episode builds upon previous discussions about obtaining an SOT license, setting up an FFL account, and understanding form types and transfer types. It emphasizes the importance of linking inventory to the FFL account and discusses the transition from client registration to the form four process for transferring firearms to customers.

05:02

🖥️ Navigating the E-Forms Website and Transfer Process

The speaker guides viewers through logging into the eforms website, using a password manager for security and simplicity. They discuss the various form types available for FFLs, with a focus on form three and form four transfers. The process of selecting the type of transfer, such as individual or trust, is detailed, along with the importance of matching customer information for validation. The speaker also explains the different transfer speeds based on the type of firearm and the customer's background check status.

10:04

📄 Completing the Responsible Person Questionnaire and Uploading Documents

The paragraph delves into the intricacies of filling out the ATF Form 5320.23, also known as the Responsible Person Questionnaire (RPQ), for each responsible person or trustee. It explains the necessity of providing one RPQ per person per firearm, the questions involved, and the process of signing and dating the form. The speaker also covers the requirements for uploading a photo, the specifications for the photo, and the process for uploading electronic fingerprint (EFT) files if available.

15:04

🔎 Reviewing and Submitting the Form Four Application

This section covers the review process of the form four application, ensuring all data is accurate before submission. It includes verifying the responsible person's information, selecting the appropriate law enforcement agency, and adding the firearm details. The speaker also discusses the importance of the internal control number for organization and correspondence with the ATF. The process of payment for the application and the subsequent steps for submission are also outlined.

20:06

✍️ Automating the E-Forms Process with Serverus Live Scan

The final paragraph showcases how to automate the eform submission process using Serverus Live Scan's eform autofiller. It demonstrates how to quickly fill out the form using pre-collected customer data, including RPQs, photos, and EFTs. The speaker emphasizes the efficiency and accuracy of using this tool compared to manual data entry, and how it can save time and reduce the likelihood of errors.

Keywords

💡Eforms

Eforms refers to the electronic form system used by the Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) for the submission of various forms related to firearms transactions. In the script, eforms is central to the discussion as the presenter guides through the process of submitting a Form 4, which is used for transferring a firearm to an individual or a trust. The video emphasizes the importance of accurately filling out eforms and the steps involved in this digital submission process.

💡FFL

FFL stands for Federal Firearms License, which is a license issued by the ATF in the United States that enables an individual or a company to engage in the business of selling firearms. The script discusses setting up an FFL account on eforms and linking it to inventory, highlighting the necessity for FFL holders to be adept with the eforms system for conducting firearm transfers.

💡Form 4

Form 4 is a specific type of ATF form used by a Federal Firearms Licensee (FFL) to transfer a firearm to an unlicensed individual or entity. In the script, the presenter focuses on the detailed process of completing a Form 4 on eforms, including the various fields that need to be accurately filled out, such as the transferor and transferee information, and the firearm's details.

💡NFA

NFA stands for National Firearms Act, which is a United States federal law that regulates firearms. The script mentions NFA items, which are firearms that are subject to additional regulations under this act, such as rifles with a short barrel or suppressors. The presenter discusses the unique considerations for transferring NFA items, including the lack of a Brady Bill waiting period.

💡Trust

In the context of the script, a trust refers to a legal entity created for the purpose of owning NFA firearms. The presenter explains the process of transferring a firearm to a trust, which involves additional steps on eforms, such as listing responsible persons of the trust and uploading trust documents. This is a common method for individuals to legally acquire NFA items.

💡RPQ

RPQ stands for Responsible Person Questionnaire, which is a form (ATF Form 5320.23) required for each responsible person in a trust when transferring NFA firearms. The script describes the necessity of filling out an RPQ for each trustee and uploading it to eforms as part of the Form 4 submission process.

💡EFT

EFT stands for Electronic Fingerprint Transmission, which is a method of submitting fingerprints for background checks in a digital format. The script mentions the use of EFTs in the Form 4 process, where the presenter explains the steps for uploading EFTs to eforms, which can help expedite the transfer process.

💡Cerberus

Cerberus, as mentioned in the script, refers to a software tool that automates the process of filling out eforms. The presenter demonstrates how Cerberus can streamline the submission of a Form 4 by autofilling data, thus reducing the time and potential for errors in manual data entry.

💡Serverus Live Scan

Serverus Live Scan is a product mentioned in the script that is used for collecting customer data, including scanning driver's licenses and capturing fingerprints. The presenter uses this tool to facilitate the eform submission process, showcasing its integration with Cerberus for automating the Form 4 submission.

💡Brady Bill

The Brady Bill, or Brady Handgun Violence Prevention Act, is a law that established a waiting period and background check procedure for firearm purchases. The script explains that the Brady Bill does not apply to NFA items, which is an important distinction when discussing the transfer process for such items on eforms.

Highlights

Introduction to episode six of the Solutions for the Firearm Industry podcast by Server Live Scan.

Discussion on submitting ATF eForms, specifically focusing on the Form 4 process.

Explanation of the prerequisites for submitting a Form 4, including having an SOT license and an FFL account.

Details on different form types and their purposes, such as Form 1, 2, 3, and 4.

Clarification on transfer types: trust, individual, and corporation.

Guidance on registering a client for eForms and linking it to inventory.

Instructions on logging into the eForms website and navigating through the initial disclaimer.

Recommendation of using a password manager like Keeper for secure and simple password management.

Walkthrough of selecting the correct form type and transfer type on the eForms website.

Explanation of the difference in transfer speeds for individuals versus trusts or corporations.

Step-by-step guide on entering trust information, including NFA trust name and responsible person details.

Importance of matching the city and ZIP code with the customer's eForms profile for validation.

Process of uploading required documents such as the 5320.23 form and electronic fingerprints.

Advice on taking passport-style photos for the application and the requirements for such photos.

Instructions on how to submit the form, including paying the transfer tax and finalizing the submission.

Emphasis on the importance of reviewing the cover letter and ensuring electronic fingerprints are accepted.

Demonstration of using Serverus Live Scan's eForm Auto Filler for a more efficient submission process.

Advantages of using the shop's stored card data for payment to speed up transactions and simplify refunds.

Conclusion and invitation for feedback, comments, or questions for future podcast episodes.

Transcripts

hey everybody this is Dan uh from server

Live Scan welcome back to another

edition of solutions for the firearm

industry this is episode six and we're

going to talk through the eform for uh

submitt on top of the eforms website so

if you joined us for the previous

versions We talked through how to get

your sot license what it is uh how to

set up your FFL so account on on E forms

and get that all linked to your

inventory we talk about form types we

talk about uh you know one form one form

two form three form four primarily and

we also talk about the transa transfer

types trust individual Corporation and

we also and then the last one episode 5

we talked about how to get your client

registered for eform so now that's all

taken care of and now we have a can in

inventory in our possession we have sold

it to the customer and we need to go

through the form four process uh to put

it in to get it into them and transfer

to them so we're going to get right into

it

so I have here the eforms website again

it's a e forms. f.g up on top it's going

to bring you to this blue screen we

talked last episode how to do the

registration of a client through the

eform site so I won't go into that but

we're going to log into it and to give

us a warning disclaimer piece on here we

accept that and then we log in I use a

program called keeper uh to keep track

of all my passwords it is a lifesaver

both for security as well as Simplicity

uh does a alphabet soup type password

piece but that's how how we uh that's

how I store everything from a speed

standpoint that's keeper vault is the

name same as last pass one pass Etc U

but that's what we use this is going to

be the main page on eforms once we get

into it you see all the form types that

we can do paramal e if you're doing FFL

so work you're going to be using a form

four or a form three we'll talk and I

talked through those pieces before but

the three is the transfer and the four

transfer to other dealer or so and the

form four is the transfer to a non-li e

so I'm just going to click on that

this is going to open up uh disclaimer

type pieces I navigate up on the blue

line if you click on any one of these

These are known as train stops uh I

navigate up here on these from a speed

standpoint um but You' read through

these for the first time want to go to

the transfer or once you have your

account set up and Linked In the profile

Tab and I talk about that in episode two

you can select your license alternate

address is going to be 99% of the time

blank unless you're doing some complex

warehousing or alternate pieces so you

can usually skip that and I can go right

to transfer e here we have to make some

choices um we talk about in one of the

previous episodes the type of transfer

uh transfer ease you can have right now

the bulk of what you're going to do is

probably an individual because the speed

is coming back very quickly um as of

June 20th is when I'm recording this the

transfere individual uh returns can be

as fast as 2 3 days that's about 70% of

your applicants will get those back if

they are in instant NYX check type

person I.E they buy a rifle from you or

a long gun and you can put a NYX check

in and it comes back momentarily they

are an instant return they will most

likely uh no promises they are most

likely going to get their form four back

in a couple days there is no Brady Bill

associated with an NFA item the FBI does

not have to respond in a time frame back

to the ATF or back to the FFL that

submitted that submits the NY check for

an NFA item for type one Firearms they

have five days to respond and adjudicate

that nck check for a Brady for an NFA

item there is no timeline so it can stay

open and the ATF will not proceed or

process that TR that uh stamp that form

four until they have a definitive action

from the ATF a proceed or a deny so

there is no timeline to this it's when

the FBI gets to it and when the FBI

answers the question of what's going on

so I'm going to do a trust it's the most

complex one then I'll work you through

it so we would put in uh NFA trust name

oh I can't type today trust name address

is going to be 123 Main Street zip code

uh

531 I think this is what I

want six select the city

No 5 3126 is the one I wanted to show

you so if you notice this is red got to

fix it uh and there's two different

cities here that we can grab from so we

have to make sure that this ZIP code

applies to two different city names we

have to make sure that the city name

that we have matches what the customer

has put into their eforms profile so

that it ties out and matches at the end

at validation so I'm going to pick Mount

Pleasant for discussion sake and then

I'm going to put the email in um

John minute go ahe Gmail okay and again

this email everything on here has to

match out uh to their profile when we

get there so we're done with this I can

either go up on top to the responsible

person or I can go next on the bottom

here I I Navigate on the blue lines for

a trust this responsible person piece

will start off blank for an individual

it will pre-populate through uh from

what you put in the transf free train

stop so uh either way I would hit well

on a trust I'm hit add responsible

person on a individual there will be an

edit on the right hand side edit action

that you have to do to open up this next

box so this is going to open up the

responsible person piece and I'm just

going to work down the

form cadency is going to be I'm going to

leave it blank title is going to be what

the title is of that trustee or settler

typically it's truste is acceptable uh

and then I'm going to do John

Smith pick a middle name full middle

name

name Smith email is going to be John

Smith I was doing

atgmailcom okay now I have to browse and

upload some documents the

5320.23 is the responsible person

questionnaire questionnaire so I can get

that

from go to Google uh fired up National

Firearms Act responsible person

questionnaire 5320.23 it'll take you to

the ATF website there is a link for the

PDF if I click on that it's going to

open up the form and then this needs to

be filled out there is one rpq and these

are known as rpqs the rpq you need one

rpq per responsible person or active

trustee per firearm seal number so if

you have two trustees and they're buying

two serial numbers you'll eventually

have to create four of these

forms one for each trustee per serial

number all the way through and this is

these are serialized boxes uh box four

or check area for has the firearm data

into it that you need to fill out and

put this in there are some programs that

help fill this out for you curus Live

Scan is a very good one to look into uh

NFA tools also has it but you can also

simply download this uh and fill it out

manually and then your client would

answer the questions and it's the same

questions that effectively on the 4473

of are they a prohibited person felony

Mr meaners domestics Etc uh those type

things and then they would sign it and

date it and that's the form that the

eforms is looking for you to load

up so I have uh from Cerberus I have

some pieces here loaded already and let

me

navigate so serverus made this rpq for

me I'll talk how that works to a

different episode but for argument sake

this is the rpq I'm going to open that

and upload

it waiting for this to upload and then

I'm going to grab the photo I grabbed

this photo out of curus how you take the

photo really doesn't matter if you use

your cell phone you use a cam supposed

to be cropped down to a 2X two

proportion and then the passport style

uh setup as in head shot only a little

bit of shoulders uh and no glasses no

hat no Shadows or hooded sweatshirts

that make him look like a mullet and a

neutral background so a gray a white a

beige a light blue uh just not cluttered

with you know per se a gun wall is not

recommended fingerprint electronic

fingerprints if you have the method to

make an EFT a fingerprint transmittal

file uh from a program such as serus

Live Scan you would upload your files

here if you do not have a method to make

efts or the customer does not have an

EFT you simply leave this blank and then

you'd have to mail in the hard cards at

the backs side of the application eforms

will send you a submission

confirmation email uh to the FFL and

then uh attached to that email is a

cover letter that way you'd print that

out it's got a barcode and transaction

numbers on it and and then you would

submit the hard cards that way for you

but I have efts so I'm going to put

these in and let's simply navigate to it

open it

up and then you're looking for this

information on the EFT uh name date of

birth and a valid ebts package social

it's not required recommended to help

speed things up through NYX but it's not

required if they don't want to give you

a social you can leave it blank uh ZIP

code 5 3126 again I got to select that

City Pleasant Mount Pleasant what I did

street address 1 2 3 Main

Street date of birth I'm just going to

do 0 1 01

2000 country United States drop

down state of birth I can do I'll do

Wisconsin gold

Packers residence Wisconsin gold

Packers and sex mail sorry

ethnicity not Hispanic Race White uh and

then because I'm not a foreign born the

AR number is grayed out or um browned

out it's locked you can't do it and then

if they have a upin unique personal

identification number effectively they

got denied or a delay on a NYX check

they can submit some information to get

their unique personal identifier to help

speed things up for NYX then I review it

make sure that everything here is

accurate and I my chance here to make an

any corrections so I'm going to close

this so that from here now it's in there

is no red there is no errors on it um

and as I mentioned this is a trust one

so I could add another responsible

person if there were more active

trustees each active trustee or co-

trustee you have to list and do that

same process for every one of them here

uh on the individual or if I need to

edit it I can click on this edit line on

the far right hand side it'll open up

that popup again and I can make any

corrections or revisions to it to note

if it was a individual will submit part

of this data will be pre-populated and

you'd have to click on this edit line

over here to open that popup if it was

an individual but because I'm doing a

trust uh the add responsible button is

active and I can add more responsible

persons okay moving on Cleo so I would

do agency so I usually Sheriff's Office

they're easier to work with plus my

state patrol told me not to send them

the notifications

so

John

Sher address 1 2 3

main zip code 53 let just do that again

Wisconsin select the city and again

because it's multiples I'll show you how

it works way F if it's a single zip code

single City then uh it'll automatically

just grab the right City for you so

that's going to work that way so next

we'd grab our firearm uh you click add

firearm on here and that's what we' pop

up and you'd pick the one firearm that

you want to put in here so I'm going to

grab one so I'm going to grab one I

grabbed a mercy Firearms uh Shameless

plug it's one of the one of the lines

that we carry uh it is a 2 o 22 can 3D

printed really slick you should take a

look at it if you got any questions give

us a call on it but we picked that from

our list again a form four is only good

for one

item um one item only so if you if you

sell your customer three or four cans or

three or four SPS whatever you have to

do three or four applications so it's

one sale number per form four that's how

it's set up

moving on so I have my firearm selected

now electronic documents uh this is

where we would upload the trust so I'm

going to browse for that

trust that that trust here so cus uh

will put that file into that folder

however you can get that PDF into your

system whether it's through your your

camera your phone uh scanner piece of

Hardware you have whatever doesn't

matter uh it needs to be a PDF and it

needs to be uh Less Than 3 Meg so the

screen here says differently but ATF I

don't believe is truthful we always see

them lock up if they are between if

they're larger than three megabytes it

may go if you got highspeed internet

over five almost always it'll lock up

and spin so anyway uh pick our trust the

full trust that's

signed we going to pick that second item

here called Corporation trust other and

then I'm just going to call it trust and

then I'm going to add that document to

the

application again if you're doing

individual skip this step completely

there's almost there's rarely something

you would put in here so you skip

electronic documents on individual but

on a trust this is where we put the

trust

document from here I go to uh verify and

this would be the information that I

have I need to verify I ask the customer

to too fast this is the FFL section

there's nothing to change there I ask

the customer to look at the responsible

person on a trust with multiples is I'm

going to show the first trustee so make

sure that that information is correct

but I ask them to review this data with

me as I go down making sure that it's

accurate if it's not accurate go back

and fix

it uh Cleo self-explanatory and then

firearm data so one thing you want to do

I double click on this and copy the sale

number and what I do is I put it in this

internal control number and I paste it

here you only get so many spaces if you

notice that locked out after that so I'm

just going to change this to serial

so I'm going to do serial number and

last name on there doesn't matter what

it is it's really for your internal

organization but that will show up on

every application or every piece of

information that comes from the ATF and

all the correspondence that goes with it

um as opposed to this nondescript eforms

ID number in the upper right so this

means something to me this 57 number

doesn't mean anything to me in the upper

right so it's shop policy it's your

internal procedures it could just be

sale number it could be be a brand or a

model it could be a last name a first

name doesn't matter to me but you cannot

again cannot edit it after you submit

the form

for so this is where you want to make

sure you get that in there um client

checks you check and then automatically

going to pick what it is $5 for an AOW

$200 for anything else and then we go to

a pay window so we click pay it's going

to open up a tab and then it's going to

you put the card holder data in here two

things that I one thing I I recommend

that the shop pays for the stamp uh you

would check them out at POS from a speed

trans transaction if you're doing this

manually outside of our outside of

serverus um You probably have this

already saved and the credit card data

saved from previous transactions so you

just one click and push it in uh

otherwise the customer can key punch all

of their data in here and put it in so I

recommend it for a couple reasons one is

speed and then that will it'll speed up

the overall transaction piece of this

and then the other side of it uh if

there is an error or a withdrawal or

denial the refund will come back to your

card as opposed to having the customer

come back uh and and repay and wait for

that refund so just from a customer

service standpoint I strongly recommend

that the shop pays for it and then you

charge them at posos uh and when you

check them out of the

process so customer's going to fill or

you're going to make payment on this

piece whether shop pays for it or

customer pays for it uh and then it's

going to take you back to the main site

this is going to say fail because I went

out of it but what should happen is

you'll get a receipt transaction code

that pops up in the middle here that has

a couple couple pieces of information

and at the same time you and your

customer will both get an email saying

that payment has been made once payments

made then the sign and submit piece is

going to open up it's going to open up a

popup box that has two uh text boxes to

it one the top that is for your

customers data so it's looking for the

customers eform profile that we maybe

help them make a little bit go look at

episode 5 if you need to uh figure that

part out but you need a customer eform

profile and then the customer needs to

put their pin in then if that is

successful it will go to a single box uh

and that single box is your uh the ffl's

eforms pin put that in and then it's

going to spin for a second and it's

going to say form number blah blah blah

has been transacted and

submitted once that happens you're going

to get an email and it's going to look

something like like this this is from um

this is from one that I did as a form

one and it's going to have two documents

it's going to say applic eforms

application submission and a permit

number and it's going to come from E

forms. notifications. atfg Whit list

that one or give it as a contact or make

sure it doesn't go to spam that you want

okay and then um this is a form one just

the same same deal it's going to have

the form on it and it's going to have a

cover letter get in the habit of opening

that cover letter and if you did efts or

digital fingerprints you want to make

sure that this says received uh code on

it that is your confirmation that the

EFT was accepted was uploaded and

accepted if it is blank this receive

code is not here then you need to print

this form out or this uh cover letter

out and submit two hard cards with the

application and it's the that's the

whole part about 10 days uh etc etc uh

so you want to make sure you don't check

all of these once you submit them if you

don't have an EFT then or a method to

make an EFT then first of all call us

and we can talk you through it on server

Livescan but uh if you're not ready for

that or you're not there then um you

look at this you can submit the form for

without digital fingerprints look for

this cover letter at the end of your

submission print this out this will be

blank this receive code here will not be

there and then that's what you have to

mail into the ATF with two hard cards to

uh get married up and merged with the

application all right so that was a

manual process uh whether you're copying

pasting it in from something that you

have whether you're typing it in off the

the client's driver's license that's the

manual process uh and how to work

through eforms uh with talking it took

about 15 minutes you can probably get it

down less than that but I'm going to

show you how to do it how we do it now

with

cver so I harvest and collect my

customer scan the driver's license do

their prints all that stuff inside a

server Live Scan I'm going to click on

their name once I have them stored and

I'm going to click on this eform Auto

filler that's going to open

up this guy right here and if you notice

there's buttons on the bottom so I'm

going to click the blue login

screen let this open I'm going to click

login because I've stored my credentials

inside of

serverus I'm going to go to form

four I'm going to go to transfer e pick

my FFL I'm going to skip the alternate

I'm going to do a trust I'm going to

select trust down here on the bottom and

I'm going to do transfer trust and it's

going to fill it

out zit code I still have some test data

because I wasn't paying attention before

I did this I'm going to go to next I'm

going to do responsible person and I'm

going to do RP trust and it's going to

fill all this in for

me here then I review

it City I got to select the city because

the city did pop through so I'm going to

pick Mont Pleasant again and I'm going

to browse for my file

browse for my file I'm going to grab

that RP that I made in

servers pqm in service I'm going to grab

my

photo I'm going to grab my

EFT go down I'm going to review this for

anything that was missing or bad data

save and close I'm going to go to Cleo

click the Cleo button down here fill

that out I'm going to grab my

city I'm going to grab my firearm

firearm this time it's the AAS defense

Copus another fine product that we carry

happy to help and talk about that if you

need some of those electronic documents

because I'm doing a trust I'm going to

grab that trust that I already have

saved in my client folders all organized

easy to find I grab Corporation trust

I'm going to do trust as the F spell

today uh as a description going I put

that trust

in uh then I go to verific ation same

deal grab that serial

number I click customer

clicks sale

number last name again internal control

number very important to help organize

pieces and then from here click on pay

um I have shop data stored in the card I

can click on this button and it's going

to blow in all the data for me and then

uh submit verify pay so what took me 15

some minutes via manual I'm sure you can

do it faster if you copy and paste uh is

going to take you about 3 minutes with

Cerberus as the autofill data and also

as you as I showed or show demonstrated

you can edit the data as you go so it

doesn't lock up and freeze and you don't

have to call customer service like some

other company

so uh with that that is how you submit a

form for whether it is manually directly

through eforms or it's with r tool

serverus Live Scan uh either way works

um but that's how we go through the

process of the completed form

4 so with that if you found uh value in

what I've been presenting on this series

like and share our podcast you can find

it here uh solutions for the firearm

industry by server software Solutions uh

trying to do weekly podcast of all the

all the things that are going on in the

industry this first part has been very

heavy on so type pieces but if you like

it and share it we also have it up on

YouTube both the audio and I've just put

the videos up as as well what's going on

if you want more information our website

is Peterson Farms USA our two Flagship

products is cus Live Scan which I

demonstrated a little bit here on the

eform auto filler uh this has the

ability to do customer kind of data uh

efts photos rpqs as well as some trust

generation with our partnership with 199

trust and then Merlin Merlin is our

distribution warehouse Search tool right

now we have 12 different distributors

that we can pull data from and you can

order from eight of them so and this is

the list if you're on the video this is

the list that we and the status of each

one of the Distributors that we're

working with uh and we have some other

ones that are in Dev uh as well so with

that thank you for your time appreciate

that you joined us hope you find Value

in what we're doing uh give us uh send

us a comment or questions or something

you want to see on future podcast happy

to take a look at that otherwise thank

you very much for joining us and look

forward to talking to you soon thank you