New LLC Intake Form

LLC Formation Intake Form

Let's start with your info - Or, enter whoever will be the main point of contact for this LLC.
LLC Name
Place TBD if you're not sure
Contact Person's Name

First NameLast Name
{contactPersons64}'s Email
example@example.com
Preferred Phone Contact
Cell Phone Number

Area CodePhone Number
Home Phone Number

Area CodePhone Number
Office Number

Area CodePhone Number
State of Formation?
If other, then where?
Principal Place of Business Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Does the LLC have different Mailing Address?
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does the LLC have different phone number other than {contactPersons64}'s phone?
LLC's Phone Number

Area CodePhone Number
Does the LLC have different email address other than {contactPersons64}'s email?
LLC's Email
example@example.com
LLC's Website
What type of business will be conducted?
Will this entity be a(n)
Questions or comments on the operational structure of your LLC?
Who will help you with tax advice?
Where the will the LLC bank?
Ownership Information

Now, we need some info about all of the owners.
Will you designate Manager(s) or will every owner be involved in Management?
Member #1's Name

First NameLast Name
Will {member1s} be a manager?
Does {member1s} have a spouse?
{member1s}'s Spouse Name:

First NameLast Name
Will {member1s}'s Spouse be a manager?
More member?
Member #2's Name

First NameLast Name
Will {member2s} be a manager?
Does {member2s} have a spouse?
{member2s}'s Spouse Name:

First NameLast Name
Will {member2s}'s Spouse be a manager?
More member?
Member #3's Name

First NameLast Name
Will {member3s} be a manager?
Does {member3s} have a spouse?
{member3s}'s Spouse Name

First NameLast Name
Will {member3s}'s Spouse be a manager?
More member?
Please list down all the remaining members.
Any other comments or is there something we didn't ask about?
Should be Empty:

LLC Formation Intake Form

Ownership Information