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.

Incorporation 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 preferred first choice for a corporation name. We will check for availability. If this name is not available, we will try your alternate corporation name. If neither name is available, we will call you to discuss your other name options.
If your initial preferred corporation name is not available, we will search availability for this alternate name. If this alternate name is also not available, we will call you to discuss your other name options.
Enter the State where your primary business headquarters will be located. If you desire to do business in a different State other than where you currently live, you can do so but will be considered a foreign entity and may incur additional registration fees and reporting requirements for that State which may be different than your home State.
Enter the amount of funds you initially desire to rollover from your 401(k) or other qualified retirement account. This number can change later.
Corporate Address(Required)
Enter the address for your corporation. This can be updated later. 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.

After Submitting My Form, How Long Will the Process Take?

After submitting your form, one of our professionals will be calling you within 24 hours to discuss any additional information we may need from you. After we have had a discussion with you and upon receiving payment, we will then work on setting up your C-Corporation. Once that has been completed, we will establish your Profit Sharing Plan & Trust. After that, you will be able to open your bank accounts to get your money moving. This overall process can be very fast and take from 4 business days to 2 weeks. This can be dependent on which State you choose to incorporate in, as well as other factors, such as if there happen to be any hiccups along the way (rejected Articles, IRS technical issues, difficult bankers, etc.) Typically, most clients are up and running in less than two weeks.

What if I Already Have a Corporation I Plan To Use?

No problem! You will need to fill out the ERSOP Questionnaire form instead.

Who Should I List As the Company President?

It depends on who you would like acting as the head of the corporation.

Should I List All of My Retirement or Just What I Plan To Use?

It is helpful for us to know the overall amount of retirement funds you have. We can discuss with you how much is planning on being used when the time comes for it.