Business Formation Client Intake Form

Business Formation Client Intake Form
Client Information
Full Name*

First NameLast Name
Phone Number*
E-mail*
example@example.com
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Preferred Contact Method*

PhoneEmailText
Business Information
Proposed Business Legal Name:*
Have you previously reserved this business name? If so, please provide the reservation ID
Alternate Name Options (if first choice unavailable): *
Business Purpose / Description:*
Business Start Date (actual or planned):*
Primary Business Address (if different):
Will this be a home-based business?*

YesNo
Business Classification (for reporting or certification purposes)*

Small BusinessMinority-Owned BusinessWomen-Owned BusinessNone of the above / Prefer not to answer
Ownership & Management
Please confirm the business structure requested is an LLC*

YesNoIf no, please stop here and contact us
Management Type*

Member-ManagedManager-Managed
List All Members/Owners:(Include legal names, addresses, percentage of ownership, and titles)*
Registered Agent Appointment
The Client agrees to appoint Alabama Registered Agent, as the Registered Agent for their Alabama LLC/DBA. The Client acknowledges that the Registered Agent will receive legal notices, service of process, and official correspondence on behalf of the Client. Service Provider is facilitating the appointment but is not acting as the Registered Agent. The Client is responsible for maintaining a current Registered Agent.

Alabama Registered Agent

212 W Troy St B,

Dothan, AL 36303

(205) 383-1667

https://www.alabamaregisteredagent.com
EIN (Employer Identification Number)
Would you like us to obtain your EIN from the IRS? (If yes, we will send a secure form requesting the Responsible Party’s information including full legal name, SSN/ITIN, and ownership details.)*

YesNo
Additional Filings & Services
Please select any additional services you are interested in:

Operating Agreement TemplatesBusiness License Assistance: Step-by-StepPost-Formation Guidance- Banking, Record Keeping & Tax SetupLLC Maintenance TipsDBA / Trade Name Registration (additional fee)
Consent & Acknowledgment
I authorize Formation Partners Alabama to prepare and file my business formation documents with the Alabama Secretary of State and/or IRS as requested.

I understand that the total fees paid include both the required Alabama state filing fees and Formation Partners Alabama’s document preparation service fee.

I authorize Formation Partners Alabama to:
- Prepare and submit my business formation documents based on the information I provide.
- Appoint the registered agent provided by Formation Partners Alabama on my behalf.
I have read and understand the Legal Disclaimer and Terms of Service:
https://formationpartnersal.com/legal-disclaimer-%26-terms

I acknowledge that I am responsible for ensuring all information I provide is accurate and complete before filing, and I understand that the company cannot guarantee approval, acceptance, or processing times by the Alabama Secretary of State.
Yes
Signature*

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Business Formation Client Intake Form

Client Information

Business Information

Ownership & Management

Registered Agent Appointment

EIN (Employer Identification Number)

Additional Filings & Services

Consent & Acknowledgment