Demutualization.biz

INSTRUCTIONS FOR 2006 PROTECTIVE CLAIM FOR REFUND
(TRUST RETURNS CALL C.D.ULRICH at 218-828-4289 or 320-222-5452 ASAP)

A. PRINT THE 1040X FORMS (2 PAGES) AS THEY ARE WITHOUT CHANGE

click here for the prepared Adobe Acrobat PDF 1040X form

B. MANUALLY PRINT YOUR NAMES, SOCIAL SECURITY NUMBERS &
ADDRESSES ON PAGE 1 OF THE 1040X

C. CHECK THE APPROPRIATE BOXES IMMEDIATELY BELOW THE NAME & ADDRESS SECTION (A,B,C)

D. SIGN AND DATE YOUR SIGNATURES AT THE BOTTOM OF PAGE 1

E. DO NOT ENTER ANY OTHER INFORMATION ON PAGE 1 OR PAGE 2

F. MAKE 3 COPIES OF THE 2 PAGE 1040X FORM. FILE THE COPY WITH ORIGINAL SIGNATURES WITH THE IRS OFFICE WHERE YOU FILE YOUR INCOME TAX RETURNS. YOU SHOULD USE CERTIFIED MAIL WITH A RETURN RECEIPT SO YOU WILL HAVE A PROPER PROOF OF FILING.

G. RETAIN A COPY OF THE 1040X. MAIL / FAX THE OTHER COPY TO ME

H. PLEASE REMIT A HANDLING CHARGE OF $50.00 SO THAT WE MAY
CONTINUE TO ADEQUATELY REPRESENT POLICYHOLDER RIGHTS.

I. THIS PROTECTIVE CLAIM FOR REFUND WILL ONLY.PREVENT THE LOSS OF YOUR RIGHTS TO A REFUND DUE TO THE EXPIRATION OF THE STATUTE OF LIMITATIONS.

J. A FULLY COMPLETED PERFECTED 1040X AMENDED RETURN IS STILL REQUIRED TO BE PREPARED AND FILED TO SECURE A REFUND:

WE OFFER TO PREPARE AND FILE THE NECESSARY AMENDED TAX RETURNS SEEKING A REFUND WITHOUT RISK TO YOU UNDER A CONTINGENT FEE OF 1/3RD OF ANY REFUND ACTUALLY RECEIVED BY YOU (INCLUDING INTEREST). OUR FEE WILL ONLY BECOME PAYABLE WHEN THE CHECK IS IN YOUR HAND. IF YOU DON’T RECEIVE A REFUND WE RECEIVE NO FEE.
PLEASE GO TO THE HOME PAGE AND CLICK ON "CPA CONTINGENT FEE AGREEMENT" TO ACCESS THE AGREEMENT AND PRINT & COMPLETE THE AGREEMENT.

K. FINALLY SEND US A COPY OF YOUR TAX RETURNS (IRS & STATE) ALONG WITH THE FEE AGREEMENT. WE WILL USE THE SAME GROUNDS FOR REFUND USED IN THE SUCCESSFUL COURT DECISIONS 25 PAGES.

MAILING ADDRESS:
C D Ulrich, CPA
1550 - 1st Street No.
c/o Copperleaf Unit # 212
Willmar, MN 56201
TEL: 218-828-4289  or TEL: 320-222-5452
FAX: 320-222-5763

email: cdulrich@hotmail.com