LLC  FORMATION QUESTIONNAIRE

(Short Form)


Instructions:  Please print, complete and return by fax, email or regular mail


  1. 1.LLC name: 

  2. 2.LLC address:

  3. 3.LLC telephone:

  4. 4.member # 1:

  5. a.address:

  6. b.telephone:

  7. c.social security number:

  8. d.spouse’s name:

  9. e.spouse’s social security number:

  10. 6.member # 2:

  11. a.address:

  12. b.telephone:

  13. c.social security number:

  14. d.spouse’s name:

  15. e.spouse’s social security number:

  16. 6.LLC’s CPA (name and contact information): 

  17. 7.authorization to forward CPA copies of articles of organization and EIN: 

  18. 8.president/CEO:

  19. 9.vice president:

  20. 10.treasurer/CFO:

  21. 11.secretary:

  22. 12.managers:

  23. 13.agent for service of process:

  24. 14.date business commenced:

  25. 15.nature of business:

  26. 16.value of assets being transferred to the LLC (include existing business assets and cash): 

  27. 17.provide a list of assets being transferred (eg. Computer equipment, office  vehicles, etc.): 

  28. 18.members:


  1. Name:                                                                   Percentage:


  2. Name:                                                                   Percentage:


  3. 19.annual meeting date:

  4. 20.bank and branch:

  5. 21.number of employees:

  6. 22.date 1st wages to be paid:


If you have any questions or need assistance in responding to the questions above, please contact me.


Email questionnaire to alena@herranenlaw.com