Beneficial Owner Info ("BOI") Questionnaire

Beneficial Owner Info ("BOI") Questionnaire
We will not see your answers unless you click "SUBMIT" below!
Entity Name*
Is your entity "new" or set up in year 2024?

Yes.
Officer's Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Select one:

YES, I acceptNO, I decline
I, blanks , the authorized representative for business blank have chosen: Type a label the Rick's Group Engagement for BOI reporting.
Need to learn more about it to decide?

Show (or hide) "BOI INFO" sheet to help you decide
Information on BOI to help you understand and decide.
Be sure to click "SUBMIT" below, before you leave!

You selected YES - We would be happy to help you!

Please keep reading....
- A valid form of ID (state ID, driver’s license, or passport) is required from each beneficial owner with 25% or more ownership. Upload them now (below) to prevent delays.
Upload your ID here:

Cancelof
Jurisdiction state (where your entity is registered) if other than mailing state.
- After clicking "Submit" below, please find link to our "Engagement Letter" on the thank you page. A signed Engagement Letter is required to fully process your request!
- Have questions?
  You can schedule a call with one of our professionals by clicking Here!
  (Select "Continue as Guest" to use scheduler.)
Be sure to click "SUBMIT" below before you leave!
Please click on "SUBMIT" below, before you leave!

You selected NO:

We will update our records. If you change your mind, please let us know no later than November 1.
Should be Empty: