Client Intake Form

Client Intake Form

Complete this form to lay the foundation for an agreement. Plaza Staff will fill in the contract details based on client feedback before requesting review and signatures from the client.
Client Section
Exact Legal Company Name
Entity Type
State of Formation / Registration
Authorized Signer Name

First NameLast Name
Authorized Signer Title
Business Email
example@example.com
Cellphone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Other Authorized Decision-Makers
NonePlease list any individuals you authorize to make decisions or changes on behalf of your company. Government-issued photo identification will be required for each person listed before Plaza Executive Suites can recognize their authority.
Gov't Issued Photo Identification (Upload)

Cancelof
Payment Preference
Service(s) Requested

Other
Virtual Office Options
Billing Frequency
Select the phone service that best fits your needs
Names Authorized to Receive Mail
Mail Forwarding Instructions
Forwarding Individual Name

First NameLast Name
Forwarding Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Recipient's Phone

Area CodePhone Number
Recipient's Email
example@example.com
Shipping Method
Forwarding Frequency
Monthly on.......
e.g. the 15th, 3rd Friday, etc
Mail to Forward [check each that applies]
Enter Special Instructions for Mail Forwarding:

Client Intake Form

Client Section

Mail Forwarding Instructions

Submit to send your information to Plaza staff to establish services