BUSINESS FORMATION -INTAKE QUESTIONNAIRE

Privacy Policy

All information received from a client is strictly confidential. Our office takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.

Your personal information will only be used in the event that you retain our office for the preparation of your business formation documents, including but not limited to articles of incorporation, articles of organization, operating agreements, bylaws, and related filings, and then only as necessary in the course of completing and filing your selected documents.

If you have any questions, please don't hesitate to contact our office at (408) 766-3532. We look forward to assisting you.

Contact information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Contact information

Business Information

Proposed Business Name

Alternate Business Name (if first choice is unavailable)

Type of Business Entity

Purpose / Description of Business Activity

Proposed Business Address

State of Formation

Will the Business Operate Under a Different Name (DBA)?

If Yes, Proposed DBA Name

Owners / Members / Officers

Number of Owners, Members, or Shareholders

Owner / Member / Shareholder #1 — Full Legal Name

Owner / Member / Shareholder #2 — Full Legal Name

Owner / Member / Shareholder #3 — Full Legal Name

Owner #1 — Ownership Percentage

Owner #2 — Ownership Percentage

Owner #3 — Ownership Percentage

Owner #1 — Title / Role

Owner #2 — Title / Role

Owner #3 — Title / Role

Owner #1 — Address

Owner #2 — Address

Owner #3 — Address

Owner #1 — SSN or ITIN

Owner #2 — SSN or ITIN

Owner #3 — SSN or ITIN

Registered Agent

Will You Serve as Your Own Registered Agent?

If No, Registered Agent Name

Registered Agent Address (must be a California street address)

Additional Services

Which Additional Services Do You Need?

Additional Information

Desired Start Date for Business

Will the Business Have Employees?

If Yes, Estimated Number of Employees

Is This a Conversion From an Existing Business?

If Yes, Please Describe the Existing Business

Any Additional Information or Questions

Electronic Signature & Acknowledgment

Full Legal Name (as Electronic Signature)

Today Date

By typing my name above, I agree that my electronic signature is the legal equivalent of my handwritten signature. I confirm that all information provided in this intake form is true and accurate to the best of my knowledge.

LDA Disclaimer Acknowledgment

I have read and understand the Privacy Policy. I consent to the collection and use of my personal information solely for the purpose of preparing my selected legal documents.

I consent to receive communications from TrustPoint Disability & Legal Services LLC via email and/or text message regarding my document preparation matter.