Menu Close

Proposal Request Form

Our Proposal Request Form is available online—on a secure connection—for your convenience. You can easily fill out the form below. However, if you are more comfortable with downloading the Proposal Request Form in PDF format and submitting by fax, please feel free do so by clicking here. Our fax number is 407-875-0189.

    Business Name

    Street Address

    City, State & ZIP Code

    Phone

    Cell

    Fax

    Email

    Authorized Contact Person

    Preferred method of communication during planning process OfficeCellEmailText

    CPA

    CPA Phone

    CPA Email

    Advisor

    Advisor Phone

    Advisor Email

    Type of Entity

    Nature of Business

    Business Commence Date

    Employer Identification #

    Business Code(6 digit NAICS#)

    Is your business taxed on a calendar year? YesNo

    If no, Fiscal Year

    Is there currently a plan in place?(Includes SEP or SIMPLE plans) YesNo

    Are there any shared, leased, union, or 1099 employees? YesNo

    Business affiliated with any other businesses? YesNo

    Any other businesses owned by the owner/spouse of this business? YesNo

    Desired Contribution:

    First Name

    Last Name

    Date
    of Birth

    Date
    of Hire

    Annual
    Salary

    Ownership % or Family Relationship to owner, if any

    Job Title

    Annual Hours
    Worked
    (if <1000)

    Completed By

    Date Completed

    Email address