California Limited Liability Company Questionnaire

This is the form to start a California limited liability company.

The information you provide is forwarded to us immediately. You will be given the option to confirm your order and make payment, or just us call to discuss your needs.

This information remains confidential.

Discounts are extended for ordering and paying online.

Client Contact Information

For the purpose of forming this limited liability company, this person is deemed to be our client. We will direct correspondence to this party.

Name
Address
City, State, Zip
Email Address
Telephone, Fax

Company Name Selection

The name of the company is specified in the Articles of Organization. Names of California LLCs must be distinguishable from other existing limited-liability companies filed with the California Secretary of State's office.

We run a search for you to identify possible conflicts as a part of this service.

First Name Choice:
Alternate Choice:
Third Choice:
Designator

Principal Executive Office

The principal executive office of a California LLC will usually be its primary business location, or where its administrative offices are located. Please do not enter a post office box address. This location may be outside the state of California. The address specified here will be where the Secretary of State will mail correspondence to.

Street Address
City, State, Zip

Registered Agent

A California LLC is required to have a registered agent. The registered agent is a person or corporation who has the responsibility of receiving any legal notices on behalf of the LLC.

The registered agent does not have to be (but can be) a manager or member of the LLC.

The registered agent must be:
a natural person who is a resident of the state of California with a physical street address within the territorial boundaries of California,
or a corporation authorized to do business in California that is currently in good standing and that has filed a certificate with the Secretary of State as provided under California Corporations Code 1505.

Full Name
Street Address
City, State, Zip

Business Activity or Purpose:

Please provide a short description of the company's business activity or purpose, ie broker, motion film producer, property investment vehicle, contractor, retailer, realtor. This is information to be disclosed in the company's Statement of Information.

Examples: investment, contractor, courier, film production.

*We will use this information to help determine if the LLC needs to qualify as a Professional Limited Liability Company.

Corporate / LLC Member
Entity Name
Address
City, State, Zip
Authorized Party
Title/Position

Please provide at least one name for your company. You can provide up to three in order of preference. This saves time in the formation process if there are conflicts with using the first choice.

The name of a California LLC must be appended with the words "Limited Liability Company", "Ltd. Liability Co.", or the abbreviations "LLC" or "L.L.C."

The most commonly used designation is the company name followed by a comma and then LLC. (e.g. "YOUR COMPANY, LLC")

Being the agent does not in itself give the person any ownership interest or management rights to the company.

Please do not enter a post office box address.

You can add as many as four LLC Managers in this section. List all persons who have management rights, even if they are not owners.

An LLC Manager does not necessarilly have a legal right to profits (Members do), but Managers do have management powers.

If the Manager has a legal right to receive profits from the LLC they are also a Member (owner).

This number should INCLUDE the Managers that have ownership rights.

Select this if there is one owner and the sole owner is the only person who will have any management rights.

Choose this if all owners will share management rights equally regardless of their profit share.
(Typical of a Husband & Wife LLC where both spouses control the company, or where 2 or more "partners" want to manage the company equally)

You can allocate the owner's management rights in different percentage amounts.
For example, one Member can control 50% of management and voting rights while a second Member controls 35% and a third Member controls 15%.

Members can distribute their management rights in percentages regardless of profit sharing and capital contributions.
For example, Tom and Rick want to share profits 50/50, but Tom is to exercise 75% of management and control over the LLC.
Tom's management rights should be specified as 75% and Rick's as 25% so we can prepare the Operating Agreement accordingly.

Select this if you want to distribute LLC profits to owners in percentages
(e.g. 45% allocation to Member 1;
33% to Member 2; 22% to Member 3).

Enter the percentage of profits this Member has a legal right to receive.

This option is for distributing profits in proportion to the value of each member's initial and (or) continuing contribution to the LLC.
(example: Member 1 makes a capital contribution of $6000,
Member 2 promises a contribution of $3000,
Member 3 contributes $3000.
The Operating Agreement apportions profits as follows:
50% attributed to Member 1; 25% to Member 2; 25% to Member 3)

We're looking for the fair market value of the Cash, Property and (or) Services of the Member's initial contribution to the LLC so we can calculate the member's share of profits.
For example, 2 members start an LLC. Member 1 contributes $4000 and Member 2 contributes $8000.
The Operating Agreement will provide for profits to be distributed in proportion to each member's contribution (one-third of the profits to the first member and two-thirds to the second).