Client Questionnaire For Forming An Entity Page 2
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3Entity Information
Page 1 of 2
FIRST ENTITY
Type of Entity (circle one):
Corporation
LLC
LP
How Taxed (circle one):
C-Corp
S-Corp
Partnership
Non-Profit
Sole Proprietorship
Purpose of Entity:
________________________________________________
Entity Name Choice No. 1:
________________________________________________
Entity Name Choice No. 2:
________________________________________________
Entity Name Choice No. 3:
________________________________________________
Business Address:
________________________________________________
(if different from
Client’s address above):
________________________________________________
Initial Owners:
Name:
_______________________________ Percent Owned: _____%
Name:
_______________________________ Percent Owned: _____%
Name:
_______________________________ Percent Owned: _____%
Name:
_______________________________ Percent Owned: _____%
Initial Directors/Managers: (for Non-Profit a minimum of three directors are required)
Name:
_______________________________
Name:
_______________________________
Name:
_______________________________
Name:
_______________________________
Officers:
President:
_______________________________
VP:
_______________________________
Secretary:
_______________________________
Treasurer:
_______________________________
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Parent category: Life