What documents do I need to provide?

To complete the 12-411 process successfully, you’ll need to provide:

1. Everything you would normally give a CPA or tax preparer, including:

o W-2s

o 1099s

o Other standard income and tax forms (K-1s, investment statements, etc.)

2. Additional information required for lawful money redemption, which includes:

o A breakdown of income streams and sources

o Bank account information related to incoming income

o Any other documents specifically requested by our team to complete your 12-411 process

These details allow us to work directly with the IRS, U.S. Treasury, and Federal Reserve to formally reclassify your income as non-taxable lawful money under Title 12 U.S.C. § 411.

Rest assured, the process is guided step-by-step through our client portal — and we’ll let you know exactly what to submit, when, and how. Nothing is left to guesswork.

Bottom line: If you can provide the documents you’d give to a regular CPA, we’ll walk you through the rest.