Business Formation Intake Form

Business Formation Intake Form
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- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Ownership Interest Percentage
- If multiple owners, please list names, addresses, and ownership percentage. In none, type N/A
- Check next to the type of business you want to create.
  
  Other
- Business Name (Please list two in case the first name is not available)
- What is the business address and will this address be the principal place of business?
- What is the primary purpose of this business?
- In what state(s) will this business operate in?
- Who will serve as the registered agent for the business? (You can be your own registered agent)
- Will the business use trademarks or logos? If yes, please describe. If no, please type N/A
- Will the business require any special licenses (i.e. liquor, gambling, etc.)? If yes, please describe. If no, please type N/A
- Will the business have its own bank account(s)? If yes, please identify the type of accounts and the name of the institution where the accounts will be located (if known). If no, type N/A.
- Have you taken out any loans to pay for startup costs of the business? If yes, please describe the nature of the loan and identify the institution that holds the loan. If no, type N/A.
- Does the business have an accountant? If yes, please provide the name and contact information for the accountant. If no, type N/A.
- Will all owners/members/partners manage the business or will a single member perform this duty?
- Who will be responsible for signing documents on behalf of the business?
- Will all owners/members/partners be able to enter into contracts, open and close accounts, deposit or withdraw funds, and engage the services of other Professionals, or will a single member have these powers? If a single member or members, please identify.
- If forming a corporation, do you know who the initial officers will be (President, Secretary, Treasurer, etc.)? If yes, please identify. If not applicable, type N/A.

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Business Formation Intake Form

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