Corporate Information Sheet

Please complete all information clearly, as all plan documentation will be prepared based on the information supplied on this form.

Corporate Name
Street Address
City
 State
 Zip Code
Mailing Address (if different from above)
City
 State
 Zip Code
Phone
 Cell Phone
 Fax
Email
Corporate President
 Corporate Secretary
Plan Trustee(s)
 % Ownership of Corporation
Nature of Business (i.e. construction, medical practice, attorney)
Corporate/Employer Identification Number
 Business Code (6-digit NAICS number)
Type of Corporation (i.e. S-Corp, C-Corp, LLC)
 Date of Incorporation
Fiscal Year
 Plan Year (if diff. from PYE)
CPA Name
Business
Street Address
City
 State
 Zip Code
Phone (w/Area Code)
 Fax (w/Area Code)
Attorney Name
Business
Street Address
City
 State
 Zip Code
Phone (w/Area Code)
 Fax (w/Area Code)
Completed By
Date Completed
 Email:

Comments are closed.