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Business Entity Formation Client Intake Form - Corporations
GENERAL CONTACT INFORMATION
Client Name:
Referred By:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
E-mail:
PROMOTERS
Name of Promoter:
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
Name (of second Promoter):
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
SUBSCRIBERS
Names of Subscribers:
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
INCORPORATORS
Names of Incorporators:
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
GENERAL INFORMATION
Name of Corporation (Full Name):
Name of Corporation (Short Form or Initials):
S Corporation Election:
Yes
No
Terms of Existence:
Perpetual
Number of Years
Termination Date:
Offices
Principal Office Location:
Other Office Locations (Inside/Outside of State):
Location of Accounting and Corporate Books:
ACCOUNTANT/BOOK KEEPER
Name of Accountant/Book keeper:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
REGISTERED AGENT
Name of Registered Agent:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Email:
CAPITALIZATION
Total Capital:
Number of Shares:
Class of Shares
Preferred:
Consideration for Preferred Shares:
Common:
Consideration for Common Shares:
Other Shares:
Consideration for Other Shares:
Shareholders
Name of First Shareholder:
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
Number of Shares:
Type of Shares:
Name of Second Shareholder:
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
Number of Shares:
Type of Shares:
INITIAL DIRECTOR(S)
Number of Initial Directors:
Initial Term of Office:
Name:
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
OFFICERS
Term of Office for Officers:
President
Name:
SSN:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
Duties:
Vice President
Name:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
Duties:
Secretary
Name:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
Duties:
Treasurer
Name:
Address:
Phone (Work):
Phone (Home):
Phone (Cell/Pager):
Fax:
Email:
Duties:
BYLAWS
Adoption Procedure:
Approval by Shareholders:
Yes
No
Vote Required to Ratify:
Special Voting Requirements -Actions requiring a higher vote than required by statute (Amendments, etc.)
Directors vote:
Stockholders Vote:
Amendments
Method of Amending:
Approval by Directors/Shareholders:
Quorum and vote required to ratify:
Calendar Year
Please select one:
Calendar
Fiscal Year
Calendar or Fiscal Year Date:
Date of Annual Meeting:
Location:
Purpose of Corporation
General Purpose:
Specific Purposes and Powers:
Corporate Operations
1) Will the Corporation hire employees:
Yes
No
2) Engage in Joint Ventures:
Yes
No
3) Acquire other businesses:
Yes
No
4) Aid Customers financially and operationally:
Yes
No
a) Lend funds:
Yes
No
b) Lease or lend property:
Yes
No
c) Forgive debts:
Yes
No
5) Grant licenses, franchises and rights in corporate assets:
Yes
No
Manufacture and sell products:
Yes
No
7) Engage in service operations:
Yes
No
Property and Investments
1) Will the corporation: Buy, sell and exchange Property:
Yes
No
a) Real, personal, intangible:
Yes
No
b) Patents, trademarks, inventions:
Yes
No
c) Licenses, franchises:
Yes
No
2) Build and construct offices, wharehouses, plants:
Yes
No
3) Mortgage, pledge and release property:
Yes
No
4) Lease property, both real and personal:
Yes
No
Financial Affairs
1) Will the Corporation: Borrow money:
Yes
No
a) Secured/Unsecured:
Yes
No
b) Pledge/Mortgage corporate assets:
Yes
No
c) Issue bonds, Debentures, commercial paper:
Yes
No
2) Accept Property in payment of debts:
Yes
No
3) Make contributions and loans:
Yes
No
a) Charitable Purposes:
Yes
No
b) To Employees:
Yes
No
c) Customers:
Yes
No
Indemnification of Directors/Officers
1) What particular actions are indemnified?:
Criminal
Civil
Provide Insurance to Directors/Officers:
Yes
No