MoorLife Equity University 🇲🇦🇺🇸
CLAIM CREDITS GUIDE Year 2022 and onward (Updated 11/25/2024) These steps are designed to guide you in claiming your credits from all accounts that you have utilized your social security number with and those you did not (monthly subscriptions). Each step must be completed before moving onward or the process will not work. This is time consuming and will needy our dedicated attention to detail and simple math to calculate totals and bartering. DO NOT make up any kind of numbers when filling out the 1099b’s. Happy Success to you! Do not gate keep this information—pass it on—do not charge for this information by conducting electronic media classes for people to receive this information—each one teach one! -Key PREPARE (as you complete each step place a checkmark for completion) 1. Make 3 copies of your birth certificate, social security card,ID/drivers license STEP 1 Create a Revocable Living Trust (template provided (or go tolawdepot.com and create your own)) using any abbreviations of your name and include the EIN within the document of the trust (common law/government EIN): *Use the trust templates to tailor the trust how you want—thereis no wrong or right way—within the schedule A “trust property” make sure to include your all caps name (and spell it out in all capital letters in different variations) and social security number as this will become property of the trust *Make yourself the trustee of the trust (if you have someone else be the trustee or add additional trustees you all must go before the notary to have the trust be notarized) *You will need to have an EIN for the trust and can obtain one with the IRS on their website for free (make sure to print out the page AND have a hard copy mailed to you): 1. Get the trust notarized by a notary where you live (your bankmay notarize for free) sign in purple ink! 2. Make 1 colored copy of the entire notarized trust for yourrecords