IRS Tradename Trust Submission Review

This “session” is not a live meeting.

It is a secure upload, tracking, and completion container used to collect your documents, assign your reviewer, and deliver written review findings. You do not need to attend and no call will occur, even though a time slot is reserved.

How to Submit Your Documents

Once your Titan Trust and Tradename Trust documents are complete, follow the steps below:

1. Upload Your Documents
   Scan your completed documents into one single PDF and upload it in the Resources tab below.

2. Submit Notes or Questions (Optional)
   If you have specific areas of concern or questions, enter them in the Notes tab.
   (This does not expand the review scope.)

3. Reserve a Review Slot
   Click “SCHEDULE NOW” to reserve a review window.
   This step is required for processing and tracking purposes only.

Important: Reserving a time does not mean the review occurs live or is completed during that window.

What to Expect

• Your documents will be reviewed asynchronously by a certified reviewer.

• Findings and required corrections (if any) will be delivered in writing.

• Review results will be uploaded to your Resources folder.

• You will receive an email notification once the review is complete.

• Reviews are typically completed within up to three (3) business days after the reserved time slot.

Once delivered, this session will be marked complete.

Documents Accepted for Level 1 Review (Strict Scope)

Please upload one complete IRS Tradename Trust submission packet, limited to the following documents only:

• IRS fax cover sheet

• Notice Correcting Administrative Presumptions, including:

  • Rebuttal of decedent status

  • Rebuttal of minor/incapacity status

  • Authorization of lawful agency

• IRS Code Reference Sheets (e.g., 26 CFR § 1.6012-1(a)(5), IRM 21.7.13.3.2.2(2))

• Non-Decedent / Age of Majority Affidavit

• IRS Form CP-575 (Tradename Trust)

• Certificate of Trust and Schedule A (JDS TRUST)

• Form 2848 — Individual Estate (Form 1040), JANE DOE SMITH™

• Form 2848 — JDS TRUST (Form 1041)

• Form 56 — JDS TRUST (Form 1041)

• Form 56 — Individual Estate (Form 1040), JANE DOE SMITH™

• Fee Schedule for JDS TRUST

Submissions outside this scope may be returned or referred to Level 2 Review.

Scheduling & Rescheduling Policy

• Please ensure your documents are complete before reserving a review slot.

• You may reschedule up to 24 hours in advance of your reserved time.

• Incomplete or premature submissions may delay review.