Entity Formation - Application Info Sheet

The following application provides the necessary information needed to submit entity information to both the state and the IRS.

Owner's Name/President of Corporation Owner's Name/President of Corporation First Last
Entity Mailing Address
Please don't use your home address. Please don't use your home address.
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Phone Number Phone Number - ### - ### ####
Email
Social Security Number of Responsible Party
This will be for the Tax Contact of the entity
Date of Birth of Responsible Party Date of Birth of Responsible Party / MM / DD YYYY
Expected Bank Name you will be opening an account
How will the business be managed?
The following information is used for populating an Operating Agreement

The following information is used for populating an Operating Agreement Solely by the owner(s) (Member-Managed) Some, but not all, owners (Manager-managed) By the owner(s) and other managers (Manager-managed) Solely by the manager(s)(Manager-managed)
Will the Owner(s)/Member(s) be a Business or Individual?
The following information is used for populating an Operating Agreement

The following information is used for populating an Operating Agreement Business Individual
Owner(s)/Member(s) information & Ownership Percentage / Capital Contributions/ Board Members and Title
IF ANY, Please list additional owner(s) First & Last name, phone number, email, address if different from business. Required-List ownership percentage/ Capital Contributions (if not sure, match ownership percentage to capital contributions in dollars 100%. / $100.00). If non-profit enter in board members name and title.
Please submit 3 proposed LLC names in order of which you would prefer most to least.
There purpose of 3 name is due to name availability through the state. If a name is already in existence the state will reject the application. If rejected we would submit the next name in the order of your preference.
Type of Business/ Purpose
Select ONE of the following Type of Business/Purpose
Type of Business Activity
Select ONE of the following Type of Business Activity
Is this a board-certified professional entity?
To qualify for a professional service entity, you must be a licensed professional, such as a lawyer, physician, certified public accountant, or engineer. Check your state rules to see if your entity qualifies.

To qualify for a professional service entity, you must be a licensed professional, such as a lawyer, physician, certified public accountant, or engineer. Check your state rules to see if your entity qualifies. Yes No
Is this a series LLC?
A series LLC is a special type of limited liability company (LLC) consisting of a parent or umbrella LLC with one or more series established under the parent.

A series LLC is a special type of limited liability company (LLC) consisting of a parent or umbrella LLC with one or more series established under the parent. Yes No
Would you like us to acquire an EIN/Tax ID for your Business?
An Employer Identification Number (EIN) is also known as a federal tax ID.

An Employer Identification Number (EIN) is also known as a federal tax ID. Yes No
S-corp Election?
S-corp Election?

S-corp Election? Yes No
Registered Agent
Will you be serving as your own Registered Agent in the state your entity is formed or will you require Registered Agent Service?

Will you be serving as your own Registered Agent in the state your entity is formed or will you require Registered Agent Service? Yes, I will be my own Registered Agent No, I will require Registered Agent Service I have a Registered Agent Service I would like to use
Registered Agent Information
NAME Registered Agent Information
NAME First Last
Registered Agent Information
EMAIL
Registered Agent Information
ADDRESS Registered Agent Information
ADDRESS
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Draw your signature into the box below.

Draw or Type

I understand this is a legal representation of my signature. Clear

Full Name

I understand this is a legal representation of my signature.

Entity Formation - Application Info Sheet

Entity Formation - Application Info Sheet

Entity Mailing Address

Social Security Number of Responsible Party

How will the business be managed?

Will the Owner(s)/Member(s) be a Business or Individual?

Owner(s)/Member(s) information & Ownership Percentage / Capital Contributions/ Board Members and Title

Please submit 3 proposed LLC names in order of which you would prefer most to least.

Type of Business/ Purpose

Type of Business Activity

Is this a board-certified professional entity?

Is this a series LLC?

Would you like us to acquire an EIN/Tax ID for your Business?

S-corp Election?

Registered Agent