Corporation or LLC Formation: Client Information

In order for us to continue with your application for LLC/Corporation formation please do the following:

  1. Read Terms & Conditions.
  2. Complete Client Information Form below. Fields marked with “*” are required to be completed.
  3. Be prepared to provide your Social Security number to your Account Manager over the phone.  Your SSN is needed in order to obtain an EIN for your LLC.
  4. Limited Liability Name Selections: Please provide three names and the state (the state for the LLC usually will be the state where you acquire your investment). Please refer to the Entity Name Choice Tips Addendum for ideas on name selection.
  5. Registered Agent: Each state requires a Registered Agent for the LLC. A Registered Agent (RA) is required to receive service of process and/or mail from the Secretary of State and other state agencies. The RA for an LLC must reside in the state of formation.

    If you reside in the state of formation, you can serve as the Registered Agent.  If you do not reside in the state of formation, you will either need a resident to serve as Registered Agent or have Registered Agent service.
    If you need Registered Agent service, please indicate this on the form.  The first year of RA service is included in the setup fee. After the initial year of service, you will need to renew the service as needed.

Warning: Please note that you must complete the form in its entirety and hit “Submit” button at the end in order for us to receive the information.  There is no way to save the form that is partially completed. Please bookmark this page so that you can easily come back to it if you are not able to complete it now.

Your Account Manager will be in touch with you within one business day of submitting this form.