Proposal Request Form

Our Proposal Request Form is available online – on a secure connection – for your convenience. You can easily fill out the form below. However, if you are more comfortable with downloading the Proposal Request Form in PDF format and submitting by fax, please feel free do so by clicking here. Our fax number is 407-875-0189.


Business Name
Street Address
City, State & ZIP Code
Phone Cell Fax
Email
Authorized Contact Person
Preferred method of communication during planning process  Office Cell Email Text
CPA CPA Phone CPA Email
Advisor Advisor Phone Advisor Email
Type of Entity
Nature of Business
Business Commence Date
Employer Identification # Business Code(6 digit NAICS#)
Is your business taxed on a calendar year?  Yes No

If no, Fiscal Year
Is there currently a plan in place?(Includes SEP or SIMPLE plans)  Yes No
Are there any shared, leased, union, or 1099 employees?  Yes No
Business affiliated with any other businesses?  Yes No
Any other businesses owned by the owner/spouse of this business?  Yes No
Desired Contribution:
First Name Last Name Date
of Birth
Date
of Hire
Annual
Salary
Ownership % or Family Relationship to owner, if any Job Title Annual Hours
Worked
(if <1000)
Completed By
Date Completed
Email address

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Pension Investors Corporation of Orlando

Address
220 E Central Pkwy #3040
Altamonte Springs, FL 32701

Phone: 407-875-3332
Fax: 407-875-0189
Email: info@picorl.com

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