RetiReady

Legal Company Name (required)

Contact Name (Day to day), and information (required)

Decision Maker Name and information (required)

Preferred Phone Number (required)

Preferred Email (required)

Business Address (required)

EIN (required)

Entity Type (C Corp, S Corp, etc) (required)

Business Effective Date (required)

Is your business a member of a controlled group or affiliated service group? (If yes, list all companies/businesses that are part of the controlled group)

Do you (or any companies of the controlled group/affiliated service group) sponsor any retirement plan?

Fiscal Year End Date (required)

State of Incorporation (required)

Number of Employees (required)

Payroll Frequency

Please provide ownership Structure of the Adopting Employer (name of individual and percentage ownership), and any other commonly-owned business where an owner of the Adopting Employer owns 5% or more of the business

Does the Adopting Employer or any other companies in the Controlled Group own any other companies?

Names of Relatives employed by relatives (if any) (required)

Did you receive a PPP? (select all that apply ) [Required]

PPP1

PPP2

None

PPP1: Date Received, Amount Received, Percentage Forgiven

PPP1 Forgiveness: What is the coverage period and quarter forgiven? (required)

8 Weeks

Quarter 1

Quarter 2

Quarter 3

Quarter 4

24 Weeks

Quarter 1

Quarter 2

Quarter 3

Quarter 4

PPP2: Date Received, Amount Received, Percentage Forgiven

PPP2 Forgiveness: What is the coverage period and quarter forgiven? (required)

8 Weeks

Quarter 1

Quarter 2

Quarter 3

Quarter 4

24 Weeks

Quarter 1

Quarter 2

Quarter 3

Quarter 4

Intake Form