866-MY-ERSOP (866-693-7767) [email protected]

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You’re on your way to starting your dream business!
Please submit the form below so that we can help make your dreams a possibility.

ERSOP Questionnaire

Please complete all of the required fields. Use the comment box at the end of the form for any questions we can help to answer during our next call together.

This field is for validation purposes and should be left unchanged.
Your Name(Required)
Your Home Address
Enter your home address.
Enter your current email address that you check regularly. If you email changes, we can update it later.
Enter the best number where you can be reached. We use SMS texting and you may incur fees from your provider for messaging services. By entering your cell phone number and submitting this form, you agree to receiving SMS text messages. We will not share your information and our text messages are intended for communicating with you regarding your account only. No ads and no solicitations.
Enter your registered corporation name.
Enter the date you officially registered your business.
Enter the State where your corporation is registered.
Enter your corporation's EIN.
Use the dropdown list to select your corporation type.
Enter the month and day (mm/dd) for the end of your tax year. For example, if you are on a calendar year from Jan-Dec, you would enter "12/31". If you are on a fiscal year of Jun-May, you would enter "5/31"- the last month and day of your tax year.
Corporate Address(Required)
Enter the address for your corporation. Most states require a physical address for business registration and will not accept a P.O. Box or a virtual mailbox. If you do not yet have a corporate address, you can use your home address for registration and change it at a later time.
Name of Corporation President(Required)
Enter the name of the designated corporate president. This person will be listed on all registration paperwork and will be the primary account point of contact. This person is typically the same person who contributes the 401(k) but may be designated as some else (such as a spouse).
Enter the presidents cell phone number. If this is the same person who has already registered above, you can skip this entry. We use SMS texting and you may incur fees from your provider for messaging services. By entering your cell phone number and submitting this form, you agree to receiving SMS text messages. We will not share your information and our text messages are intended for communicating with you regarding your account only. No ads and no solicitations.
Enter the president's email address. If this is the same person who has already registered above, you may skip this entry.
Company Vice President (Optional)
This is optional and may be updated later.
Will this person also be contributing funds?
If this person is contributing funds in addition to the President's funds, please select "Yes" and indicate the estimated amount. Otherwise, select "No." This may be updated later.
If this person is contributing additional funds, please indicate the estimated amount.
If you added a Company Vice President, enter the best number where this person can be reached. We use SMS texting and you may incur fees from your provider for messaging services. By entering your cell phone number and submitting this form, you agree to receiving SMS text messages from The SD Cooper Company. We will not share your information. Our text messages are intended for communicating with you regarding your account only. No ads and no solicitations.
If you added a Company Vice President, enter their email address.
Company Secretary (Optional)
If you have identified a Company Secretary (someone other than you and a person not already listed on this form), then enter their name here. You can update this information later.
Will this person also be contributing funds?
If this person is contributing funds in addition to the President's funds, please select "Yes" and indicate the estimated amount. Otherwise, select "No." This may be updated later.
If this person is contributing additional funds, please indicate the estimated amount.
If you added a Company Secretary, enter the best number where this person can be reached. We use SMS texting and you may incur fees from your provider for messaging services. By entering your cell phone number and submitting this form, you agree to receiving SMS text messages from The SD Cooper Company. We will not share your information. Our text messages are intended for communicating with you regarding your account only. No ads and no solicitations.
If you added a Company Secretary, enter their email address.
Company Treasurer (Optional)
If you have identified a Company Treasurer (someone other than you and a person not already listed on this form), then enter their name here. You can update this information later.
Will this person also be contributing funds?
If this person is contributing funds in addition to the President's funds, please select "Yes" and indicate the estimated amount. Otherwise, select "No." This may be updated later.
If this person is contributing additional funds, please indicate the estimated amount.
If you added a Company Treasurer, enter the best number where this person can be reached. We use SMS texting and you may incur fees from your provider for messaging services. By entering your cell phone number and submitting this form, you agree to receiving SMS text messages from The SD Cooper Company. We will not share your information. Our text messages are intended for communicating with you regarding your account only. No ads and no solicitations.
If you added a Company Treasurer, enter their email address.
Please enter any questions or additional notes to discuss on our next call together.

Need Help Filling Out The Form?

We’re here to help! If you have any questions while filling out the form, please contact our office and one of our professionals can assist you (866) 693-7767.

Below we’ve also provided some FAQ’s to help answer any questions. If you are still unsure and prefer not to call, simply fill out the required fields and leave the rest blank! We can gather this information from you when discussing the next steps.

What If I Don't Have An Existing Corporation?

No problem! You will need to fill out our Incorporation Questionnaire form instead.

Where Do I Find My EIN Number?

Your EIN number will be listed on the SS-4 form provided by the IRS.

What If I Can't Find/Don't Know My EIN Number?

If you are unsure where to find your EIN number and do not know it, you may leave this field blank and proceed to the other questions. We will be able to request the number from the IRS should we need to.

How Do I Know What My Tax Year-End Is?

Your tax year end was probably chosen when applying for your EIN number, however, it is possible your accountant may have changed it. We advise checking with your accountant (or whoever has been filing your corporate tax return) to help determine this. Meanwhile, you may leave this field blank and move onto the other questions.

NOTE FOR LLC’S: If you are an LLC, you default to a calendar year (12/31).

What If I Have an S-Corp?

In order for ERSOP to work, you will need a C-Corp, which means that an S-Corp revocation would need to be performed. We will provide a revocation form for you to give to your accountant to file for a small fee. If you prefer to keep your current corporation an S-Corp, then we can always establish a new C-Corporation for you to use. However, a decision can be made after having a discussion with one of our principals to determine the best steps moving forward.

Is There Anything Else ERSOP® Will Need From Me?

After you have submitted the form, we will be following up with you to request additional information we may need from you. If you have an existing Corpoation you would like to use, we typically will need copies of the SS-4 Form, Articles of Incorporation, and may need to see stock certificates and a stock ledger if any has been issued.