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CONFIDENTIAL QUESTIONNAIRE - ERSOP Plan Year End ___ / __ / _____ PRINT
Company:  
Address:  
City County State Zip
Phone*/Fax*: (      )        -                                   (     )       -
CPA:  
Address:  
City State Zip
Phone*/Fax*: (      )        -                                   (     )       -
Attorney:  
Address:  
City State Zip
Phone*/Fax*: (      )        -                                   (     )       -
Third Party Contact  
Address 1:  
Address 2:  
Phone:  
Sole Contact? Yes    No
Co. EIN*:  
Plan EIN:  
Entity Type*: C-CORP
Date of Incorporation*:  
Fiscal Year End*:  
Nature of Business*:  
Co. Officer(s)*:  
Plan Trustee(s)*:  
Employee Census Name SSI# Birthdate Compensation
Employee One:        
Employee Two:        
Referral Source: Company: Name:
SBA Lender:   Transaction Amount:

FAX COMPLETED FORM TO: 714-378-9658
Address above will be used for Fedex shipping unless otherwise requested.
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Last modified on: 28-May-2004

 
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