Arizona LLC Formation Questionnaire (2024)

Silver & Gold LLC packages include us filing the LLC’s FinCEN Beneficial Owner Information Report required by the Corporate Transparency Act so your company will not be fined $500 a day for a late report.

Your LLC will be approved by the Arizona Corporation Commission within a few hours after you submit this Questionnaire, pay the fee, and approve the contents of this Questionnaire.

Scroll down and complete our short LLC formation questionnaire below to hire Arizona LLC attorneys Richard Keyt and his son Richard C. Keyt to form an Arizona LLC or PLLC. Richard (the father) formed Arizona’s first LLC the day Arizona’s LLC law took effect in October 1992. The Keyts have created 9,300+ Arizona LLCs. People love their LLC formation services and low prices, which is why KEYTLaw, LLC has 252 five-star Google reviews and a total of 372 five-star online reviews. See a detailed description of the 9 Bronze LLC services, 19 Silver LLC services & 27 Gold LLC services we provide.

Our LLC packages and prices are:

$497 Bronze (the bare essentials).

$897 Silver (our most popular package). Silver services: (i) we file your company’s FinCEN Beneficial Owner Information report, (ii) we prepare a custom Operating Agreement for the owners to sign, (iii) we get the LLC’s employer ID number from the IRS so you can open the LLC’s bank account, (iv) we give you access to our 170 page ebook called the Arizona LLC Operations Manual that has the answers to the common questions people ask us after we form their LLC (chapter 3 of the OM describes 33 tasks you should do in the first 75 days after forming the LLC), (v) we send you 49 email alerts over three months that remind you to accomplish important post-formation tasks and that give you information about post-formation issues, and (vi) we mail you a three-ring binder that contains all of you LLC documents organized behind tabs.

$1,397 Gold (the confidential LLC). Our Gold LLC package includes all the services of our Silver LLC package, plus we prepare a revocable living trust for you that owns the LLC, so your name and address will not be on the public records of the Arizona Corporation Commission. Your trust can own any of your assets, such as your home or bank account, and the LLC and other assets in the trust will pass automatically on your death (or the death of you and your spouse if you are married) to the person or people you name in your trust agreement without the need for a time-consuming and expensive Superior Court probate proceeding. See the six reasons Why You Should Buy a Gold LLC with a Confidential Trust. This article lists people who won’t inherit your assets unless you provide for them in a will or a trust.

Enter your information below then click the GRAY Submit button at the end of the Questionnaire. When you click the Submit button our system will send you an email with all the information you entered into the questionnaire so you can review it and make sure everything is correct.

Fields marked required are mandatory.

The Questionnaire Starts Below

Questionnaire Submission Date(Required)

Company's Name(Required)

Enter the new company's name. If you are not sure of the name or do not know it, enter "Undecided" and continue filling out this questionnaire. When you know the company's name you can email it to us.

Note: To check if your desired name is available, see my article called "How Can I See If My Desired LLC Name is Available?"

Which LLC Package are You Buying?(Required)

$497 Bronze

$897 Silver & FinCEN BOI Report

$1,397 Gold & FinCEN BOI Report

$1,297 IRA LLC owned by the IRA's custodian to invest in real estate or other types of assets.

The Silver LLC is our most popular package. The Gold LLC is for people who: (i) do not want their name or address on the public records of the Arizona Corporation Commission, and (ii) want to name the person or people who inherit the LLC and other assets in the trust without a probate when they die. Most people who buy a Bronze LLC are people who previously bought a Silver or a Gold LLC.

Click to Go to Our IRA LLC Formation Questionnaire(Required)

Go to our 6 steps to hire us to form an IRA LLC article.

Do not complete or submit this questionnaire if you want an IRA LLC. Complete the IRA LLC formation questionnaire at the above link.

Warning: Your Company Must File a FinCEN Beneficial Owner Information Report with the U.S. Treasury Not Later than 90 Days of Its Formation Date to Avoid a $500/Day Late Report Fine(Required)

A federal law effective January 1, 2024, called the Corporate Transparency Act requires your new company to file a report with the Financial Crimes Enforcement Network of the U.S. Treasury (“FinCEN”) not later than 90 days after the date its Articles of Organization are filed with the Arizona Corporation Commission. If your company does not file the report on time FinCEN can fine your company $500 a day for each day the report is late. Intentional failure to file can result in up to two years of imprisonment. To learn more about this law see our sister company FinCEN Filer, LLC’s website.

The LLC Formation Service You are Buying Includes Immediate Filing of Your Company's FinCEN BOI Report

Good news! After we form your company we will send an email to the person named below as your company’s contact person that asks the contact person to login to our FinCEN Filer, LLC’s report filing online database. We will also send the contact person emails that tell the contact person everything he or she needs to know about the report. FinCEN Filer, LLC, is owned by Richard Keyt and Richard C. Keyt. After logging in to our database the contact person can enter all of the information for the company, its beneficial owner(s) and applicant(s) in 5 – 10 minutes then we file the report with FinCEN and email a copy to the contact person.

Do You Want to Hire Us to File this Company's FinCEN BOI report?

Yes for $200, which is a $99 discount off our normal fee of $299.

No. I will file the company's FinCEN Beneficial Owner Information report with the Financial Crimes Enforcement Network of the U.S. Treasury within 90 days of the date the company's Articles of Organization are filed with the Arizona Corporation Commission to avoid the $500 a day late filing fine.

Our company FinCEN Filer, LLC, files FinCEN Beneficial Owner Information reports. Its fee to file a report is $299. If you buy the report now for $200 you will get a $99 discount.

Who Is Your Company's Contact Person Who Will Enter the Company's FinCEN BOI Report Information into Our System?(Required)

Contact Person's Legal Name

Contact's Email Address

Enter the contact person's name and email address. This is the person who will receive an email asking him or her to login to FinCEN FIler's FinCEN BOI report online system and enter the company's information.

How Did You Hear About Us?

Who referred you?(Required)

What terms did you search?(Required)

Do You Want Us to Form More than One LLC?

Yes

Additional Company Information(Required)

LLC Name

LLC Type (Bronze $497 or Silver $897)

Owner(s)

Manager(s)

Enter the name of each additional LLC to be formed, its type (bronze for $497 or silver for $897) and the name of the LLC or member(s) that is to own the LLC. Click on the + symbol to open a new row.

Is any additional LLC a Bronze LLC

Yes

Do You Want to Hire Us to File FinCEN BOI reports for the additional LLCs named above?

Yes for $200 for each report, which is a $99 discount per report off FinCEN Filer, LLC's, normal $299 price.

No. I will file each company's FinCEN Beneficial Owner Information report with the Financial Crimes Enforcement Network of the U.S. Treasury within 90 days of the date the company's Articles of Organization are filed with the Arizona Corporation Commission to avoid the $500 a day late filing fine.

Our company FinCEN Filer, LLC, files the FinCEN BOI reports. Its fee to file a report is $299. If you buy any reports now you will get a $99 discount for each report.

How Many FinCEN BOI Reports Do You Want to Buy?

Price: $200.00

Our company called FinCEN Filer, LLC, files the FinCEN BOI reports. Its normal fee is $299, but you will get a $99 discount for each report if you buy the reports now.

Is the Company an LLC or a Professional LLC?(Required)

LLC

Professional LLC

The only Arizona profession that requires a professional LLC is realtor (not real estate broker). Doctors, lawyers, dentists and CPAs may, but are not required to form a PLLC.

What is the Profession?(Required)

If the LLC will be a professional LLC select the appropriate profession.

What Professional Services will the PLLC Provide?(Required)

Did You Reserve the Name with the Arizona Corporation Commission?

Yes

What is the ACC's Name Reservation ID?

Because you reserved the name with the Arizona Corporation Commission we cannot file the Articles of Organization unless you give us the name reservation ID the Arizona Corporation Commission gave you when you reserved the name. The name reservation ID is six letters and numbers such as FNXM28. It is not the ID number listed on the ACC’s website for the name reservation. Check the email you got from the Arizona Corporation Commission when you reserved the name to get the name reservation ID.

Warnings

Signers on Company Bank Account: If you want a person to be able to sign checks and be on the company's bank account that person must be a manager of the company or the trustee of a trust that is a manager.

Form of Managers' Name: Each person who is a manager including a trustee of a trust that is a manager should enter his or her name below the same way the name is shown on the person's driver’s license, social security card, passport, birth certificate, marriage certificate, divorce decree, legal name change certificate or state issued id. See "Why Your Name in Your LLC's Articles of Organization Should Be the Name on Your Driver’s License or Passport."

Potential EIN Delay: See "IRS Employer ID Number (EIN) Warning for New LLCs."

Do You Want to Purchase Our Address Service for $100/year to Keep Your Address off the Public Records of the Arizona Corporation Commission?(Required)

Yes. The company's address & the address of all members and managers will be 24 W. Camelback Road, Suite 467, Phoenix, AZ 85013.

The company's Articles of Organization filed with the Arizona Corporation Commission must state the company's principal address. The principal address does not have to be in Arizona. It can be a post office box or a UPS mailbox. If you don't want your address to appear on the ACC's public records purchase our address service for $100/year.

KEYTLaw Address Service(Required)

Our address service is not a mail forwarding service. Tell everybody to send mail where you want it to go. Do not tell third parties to send mail to 24 W. Camelback Road, Suite 467, Phoenix, AZ 85013. If we get correspondence for your company we will charge you a $35 handling fee to mail the document to you.

Company's Principal Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

The company must state its principal address in its formation document, the Articles of Organization that is filed with the Arizona. The company's principal address can be its physical address or its mailing address including a P.O box. The principal address does not have to be in Arizona.

Company's Purpose(Required)

To own real estate

To fix & flip real estate

To provide services

To operate a restaurant

To operate a retail store

To sell products on the net

none of the above

What is the purpose of the LLC? This information is for our information only. It is not given to the Arizona Corporation Commission. Your company will be able to engage in any lawful activity.

Do You Want Us to Prepare a Special Warranty Deed to Transfer Arizona Real Estate of the LLC for $295/Deed?

Yes

If your LLC is being formed to own Arizona real estate that land must be transferred by a deed to the LLC. If you want us to prepare one or more Special Warranty Deeds select Yes above.

Send Us a Copy of the Deed by Which You Took Title to the Land

We need to get the legal description from the deed by which you acquired title. Email a copy of the deed(s) to Richard C. Keyt at [email protected].

Will the Confidential Trust be the Only Member / Owner of the LLC?(Required)

Yes

How Many Members / Owners Will the Company Have?(Required)

One

Two

Three

Four

Select the total number of members (owners).

If any members are married: The married couple is considered ONE MEMBER if either of the following applies: (i) the couple will own their interest in the LLC as community property or as joint tenants, or (ii) one married person will own his or her interest in the LLC as separate property and the other spouse will not have any ownership of the LLC.

Note: If a married couple will each own their interests in the LLC as separate property they are considered TWO MEMBERS and you need to complete member information for each spouse.

Multiple Confidential Trusts.

Note: If you have two or more people who are not married to each other and more than one of the people wants confidentiality you need to purchase an additional confidential trust for each additional person or married couple for $497/trust. For example: Dick and Jane are married. Their confidential trust will own 50% of the LLC. Joe is single and wants confidentiality for the other 50%. Two Confidential Trusts are needed. One for Dick and Jane and a second one for Joe for an additional $497.

Multiple Confidential Trusts

Additional Confidential Trusts

Will Any Member be Required to Make Capital Contributions or Pay Money to the Company?(Required)

Yes

Will any owner be required to pay money to the LLC? Arizona LLC law provides that no member of an Arizona LLC is obligated to pay money to the LLC unless the member signs a document that states the amount and due date of the payment. If you select Yes then this Questionnaire will ask how much money must each member contribute and when will the money be due. If multiple payments will be required, enter the addtional payment information in the Additional Information field at the end of this Questionnaire.

Trustee Information

About Your New Revocable Living Trust(Required)

Your trust will be a revocable living trust, which means you, aka the trustmaker, can amend the trust from time to time to change successor trustee(s) and/or future beneficiaries. The trust becomes irrevocable (cannot be amended or changed) if you die or lose your mental capacity. Your trust can own any of your assets such as your home, bank account and investment account. Assets owned by the trust pass automatically on death of the current beneficiary or beneficiaries to the person, people or entities named in the trust agreement without the need for an expensive superior court probate.

The person who creates the trust is called the trustmaker. The trust agreement we will prepare names you as the trustmaker, the current trustee and the current beneficiary. The trustee (you) is the person who has control of the assets in the trust. The current beneficiary (you) is the person for whom the trustee manages the assets in the trust. Your trust will name the successor trustee(s) who have control of the trust’s assets if you die (or both you and your spouse die) or become mentally incapacitated and the future beneficiary or beneficiaries who will inherit the assets in the trust when you die. If you are married your spouse can be a co-trustee and co-current beneficiary with you, which means if one of you dies the other will continue as the sole current trustee and current beneficiary and the future beneficiary or beneficiaries will not inherit anything until both spouses are deceased.

If you have an estate planning trust that has your name in the trust’s name then the trust we create for your Gold LLC will name your estate planning trust as its current and future beneficiary, which means that if you or you and your spouse die all assets in the Gold LLC trust will go to the trustee of your estate planning trust so the family won’t have two trusts.

Who Will be the Trustmaker(s) / Trustee(s)?(Required)

One person who is single

Two people who are married to each other

One person who is married

The trustmaker is the person who will create the confidential Trust and be its initial trustee. The trustmaker is the person who would be the owner of the LLC if there were no confidential Trust. If a trustmaker is married, the trustmaker's spouse can also be a trustmaker and initial trustee.

Trustmaker's / Trustee's Legal Name(Required)

Legal name of the person who will create the confidential Trust and be its initial trustee.

Trustmaker's / Trustee's Gender(Required)

male

female

Trustmaker's / Trustee's Phone Number(Required)

Phone number of the person we should call if we have questions about the LLC or the trust. This number will not be on the public records of the Arizona Corporation Commission.

Trustmaker's / Trustee's Email Address(Required)

Enter Email Confirm Email

Email address of the person we should contact if we have questions about the LLC or the trust. This address will not be on the public records of the Arizona Corporation Commission.

Trustmaker's / Trustee's Spouse's Legal Name(Required)

Trustmaker's / Trustee's Spouse's Gender(Required)

male

female

Trustmaker's / Trustee's Spouse's Email Address(Required)

Enter Email Confirm Email

We need the spouse's email address so we can send an email to the spouse asking the spouse to digitally sign documents using DocuSign. If the spouse does not have an email address then we will send the documents as pdf attachments to an email message that must then be printed and signed with a pen.

How Will the Trustmaker / Trustee Own the Trust & Its Assets?(Required)

Community Property

Separate Property

Arizona law provides that if an Arizona resident is married then all property acquired by a spouse, including interests in LLCs, is community property unless the property is from a gift or an inheritance. If you want to own the trust and its assets as separate property we will prepare a Disclaimer that you must get your spouse to sign in which your spouse acknowledges that the trust and its assets are your separate property.

Confidential Trust Information

Name of the Your New Revocable Living Trust(Required)

What is the name of your new trust? The name is not subject to government approval. For example, if your LLC were to be called the World Wide Widgets, LLC, you could call your trust the Widgets Trust.

Confidential Trust Member's Ownership Percentage(Required)

Enter the percentage of the LLC owned by the trust/member. The total percentage owned by all members must equal 100%.

Date of the Trust Agreement(Required)

Insert the date of this member's existing trust agreement or today's date if we are being hired to create a new revocable living trust.

Do You Have an Existing Estate Planning Trust(Required)

Yes

Do You Want Your Existing Estate Planning Trust to be the Beneficiary of the Confidential Trust?(Required)

Yes

If you have an existing estate planing trust we recommend that the current beneficiary of the confidential trust be the trustee(s) of the estate planning trust so if the trustee(s) were to die the LLC and other assets owned by the confidential Trust will be transferred to the estate planning trust and pass to the future beneficiary or beneficiaries under that trust.

Successor Trustee(s) of Your Confidential Trust(Required)

1st Successor Trustee or Co-Trustees

2nd Successor Trustee or Co-Trustees (optional)

Legal name and relationship of the person or trust company that will become the trustee of the trust if the initial sole trustee or both initial co-trustees cannot serve as trustee. You can name two people to be co-trustees. The 2nd successor trustee(s) become trustee(s) if the initial sole trustee or both initial co-trustees AND no 1st successor trustee can serve as trustee.

Enter Your Existing Estate Planning Trust's Name, Names of All Trustees and the Date of the Trust Agreement(Required)

Example: Homer A. Simpson and Marge B. Simpson, trustees of the Simpson Family Trust dated September 9, 2015. This information will not be disclosed to the Arizona Corporation Commission.

Future Confidential Trust Beneficiary or Beneficiaries After Death of Initial Beneficiary or Beneficiaries(Required)

Legal name(s) of the person or people who will be the future beneficiaries of the trust after the death of the initial/current beneficiaries. Usually the future beneficiary is the surviving spouse if the trustmaker is married or children of the trustmaker.

Example: If you want everything to go equally to your children insert "all to Homer Simpson's children equally" or "all to Homer Simpson and Marge Simpson's children equally."

Trustmaker's Mailing Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

This is the address where we will mail correspondence to the trustmaker(s). This address will not be on the public records of the Arizona Corporation Commission.

Information about the First Member

1st Member is a:(Required)

Person

New Confidential Trust

Trust currently in existence

LLC

Corporation

Partnership

1st Member's Confidential Trust's Name(Required)

What is the name of your new Confidential Trust? The name is not subject to government approval. For example, if your LLC were to be called the World Wide Widget, LLC, you could call your trust the Widget Trust.

1st Member's Legal Name(Required)

What name do you want to appear in the LLC's Articles of Organization for this member? If the member is an entity, the name must be the legal name of the entity such as World Wide Widgets, LLC or Best Widgets, Inc.

1st Member's Gender(Required)

male

female

1st Member's Ownership Percentage(Required)

Enter the percentage of the LLC owned by this member. The total percentage owned by all members must equal 100%.

Name of the Existing Trust(Required)

What is the name of your existing trust? The name should be stated near the beginning of the trust agreement.

1st Member's Marital Status(Required)

Married

Single

1st Member's Spouse's Legal Name(Required)

1st Member's Spouse's Gender(Required)

male

female

How will 1st Member Own His/Her Membership in the LLC?(Required)

Community property with right of survivorship. This is only for married residents of Arizona or California (best option if the couple will own jointly). Each spouse owns an undivided one half interest in the LLC and if one spouse dies the surviving spouse automatically inherits the LLC interest of the deceased spouse without the need for a probate.

Community property WITHOUT the right of survivorship. This is only for married residents of Arizona, Idaho, Louisiana, Texas, Wisconsin, Nevada, Washington, New Mexico and California. If one spouse dies the LLC interest goes according to the deceased spouse’s will or trust or the law of intestate succession of the decedent’s state of residence if the deceased spouse does not have a will or a trust.

Separate property. This is for married residents of Arizona, Idaho, Louisiana, Texas, Wisconsin, Nevada, Washington, New Mexico and California. This is for people who live in one of these community property states and who do not want their spouse to own any interest in the LLC. The person named in the 1st member’s name field will own all of the LLC and the other spouse will not own any of the LLC, if and only if the non-owner spouse signs a Disclaimer that we will prepare and insert at the end of the Operating Agreement.

Joint tenancy with right of survivorship. This is for people who are not residents of Arizona, Idaho, Louisiana, Texas, Wisconsin, Nevada, Washington, New Mexico or California. Each spouse owns an undivided one half interest in the LLC and if one spouse dies the surviving spouse automatically inherits the LLC interest of the deceased spouse without the need for a probate.

One Spouse is the Sole Member/Owner. This is for people who are not residents of Arizona, Idaho, Louisiana, Texas, Wisconsin, Nevada, Washington, New Mexico or California. The person named as the member (not the person who is the spouse of that member) will be the only person named in the LLC's documents as a member. The law of the member's state of residence determines if the other spouse has any ownership interest in the LLC. Whether the surviving spouse will inherit the membership interest if the member/owner dies depends on the law of the state in which the deceased spouse / member is a resident at the time of death. A probate may be necessary.

Arizona law provides that if a spouse who is an Arizona resident acquires property during marriage the property is automatically community property unless the property was acquired as a gift or from an inheritance unless the non-owner spouse signs a disclaimer.

Date of the 1st Member's Trust Agreement

Insert the date of this member's existing trust agreement or today's date if we are being hired to create a Confidential Trust.

Names of Trustee(s) of the Member's Trust(Required)

Name(s) of the trustee(s) as set forth in the Trust Agreement or the name(s) of the person or people who will be the initial trustee(s) of the Confidential Trust. The trustee is the person who has total control of all assets in the trust.

Successor Trustee(s) of 1st Member's Confidential Trust(Required)

1st Successor Trustee or Co-Trustees (required)

2nd Successor Trustee or Co-Trustees (optional)

Will the Initial Trustee(s) be the Current Beneficiary/Beneficiaries of the 1st Member's Trust(Required)

Yes

Normally the initial trustee(s) is/are the current beneficiary or beneficiaries. The current beneficiary is the person or person who is the ultimate owner of the LLC.

Current Confidential Trust Beneficiary(Required)

Legal name(s) of the person or people who will be the initial/current beneficiaries of the trust. Usually this is the person who creates the trust and who will be the ultimate owner of the LLC. Could also include the trust maker's spouse.

1st Member's Future Trust Beneficiary(Required)

Legal name(s) of the person or people who will be the future beneficiaries of the trust after the death of the initial/current beneficiaries. Usually future beneficiary is the surviving spouse or children of the trust maker.

1st Member's Formation State

In what state was the entity formed?

Name and Title 1st Member's Signer?(Required)

This member must sign the Operating Agreement and the organizational resolutions. Who will sign for the entity and what is the signer's title? For example: Homer Simpson, Member (if the entity is a member managed LLC); Homer Simpson, Manager (if the entity is a manager managed LLC), Homer Simpson, President (if the entity is a corporation) & Homer Simpson, General Partner (if the entity is a limited partnership).

Is the 1st Member's Mailing Address the Same as the LLC's Principal Address?(Required)

Yes

Is the mailing address of this member the same as the LLC's principal address in Arizona entered above?

1st Member's Mailing Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

The Articles of Organization that becomes a public record must include the address of each member. The address does not have to be in Arizona. It can be a home or business address, a PO box or commercial mail box like the UPS store. If we are forming a Gold LLC this address will not be on the public records of the Arizona Corporation Commission.

1st Member's Phone Number(Required)

1st Member's Email Address(Required)

Enter Email Confirm Email

1st Member's Spouse's Email Address(Required)

Enter Email Confirm Email

Because we will send all members an email message with the Operating Agreement attached for their digital signatures, we need this spouse's email address.

Note: If you don't know the email address enter [email protected] and send the email address to [email protected] when you get it.

Is the 1st Member Required to Contribute Money to the LLC?

Yes

Arizona law does not require a member of an LLC to contribute money to the company. However, if you want a member to contribute money to the company the member must sign a document that creates the legal obligation to pay money to the LLC.

If you want to create a legal obligation for this member to pay money to the LLC select the Yes button and answer the contribution questions that follow. We will then include language in the Operating Agreement that requires this member to make the capital contribution(s).

Note: If this member is to be obligated to make more than one payment include the future payment amounts and due dates in the Additional Information field at the end of this Questionnaire.

1st Member's Obligation to Pay Money to the LLC(Required)

Capital Contribution Amount

Due Date of the Contribution

Enter amount and due date. If the member is required to make more than one payment, click on the + symbol to add another row.

Information about the Second Member

2nd Member is a:

Person

New Confidential Trust to keep the ultimate owner's name off the ACC's public record for an additional $497. Available at this price only if you are purchasing a Gold LLC package.

Trust currently in existence

LLC

Corporation

Partnership

Name of 2nd Member's Confidential Trust

Name of 2nd Member's Existing Trust

What is the name of your existing trust? The name must be the legal name of the trust. The name should be stated near the beginning of the trust agreement.

2nd Member's Legal Name(Required)

What name do you want to appear in the LLC's Articles of Organization for this member? If the member is a trust, the name must be the legal name of the trust. If the member is an entity, the name must be the legal name of the entity such as World Wide Widgets, LLC or Best Widgets, Inc.

2nd Member's Gender(Required)

male

female

2nd Member's Ownership Percentage(Required)

Enter the percentage of the LLC owned by this member. The total percentage owned by all members must equal 100%.

2nd Member's Marital Status(Required)

Married

Single

2nd Member's Spouse's Legal Name(Required)

2nd Member's Spouse's Gender(Required)

male

female

How will 2nd Member Own His/Her Membership in the LLC?(Required)

Separate property. This is for married residents of Arizona, Idaho, Louisiana, Texas, Wisconsin, Nevada, Washington, New Mexico and California. This is for people who live in one of these community property states and who do not want their spouse to own any interest in the LLC. The person named in the 2nd member’s name field will own all of the LLC and the other spouse will not own any of the LLC, if and only if the non-owner spouse signs a Disclaimer that we will prepare and insert at the end of the Operating Agreement.

If the spouses own as community property then if one spouse dies the other spouse automatically becomes the sole owner of the membership interest without the need for a probate and there may be an income tax advantage. Community property ownership means that if the spouses divorce each spouse is entitled to one half the value of their joint ownership interest in the LLC.

Date of the 2nd Member's Trust Agreement

Insert the date of this member's existing trust agreement or today's date if we are being hired to create a Confidential Trust.

Names of Trustee(s) of the 2nd Member's Trust(Required)

Successor Trustee(s) of 2nd Member's Confidential Trust(Required)

1st Successor Trustee or Co-Trustees (required)

2nd Successor Trustee or Co-Trustees (optional)

Who Is the Current Beneficiary of the 2nd Member's Trust?(Required)

The trustee(s) named above

Somebody other than the trustee(s) named above

Will the current beneficiary or beneficiaries of the trust be the trustee(s) named above? Normally the initial trustee(s) is/are the current beneficiary or beneficiaries. The current beneficiary is the person or person who is the ultimate owner of the LLC.

2nd Member's Current Trust Beneficiary(Required)

2nd Member's Future Trust Beneficiary(Required)

2nd Member's Formation State(Required)

In what state was the entity formed?

Name and Title of 2nd Member's Signer?(Required)

Is the 2nd Member's Mailing Address the Same as LLC's Principal Address?(Required)

Yes

Is the address of this member the same as the LLC's principal address in Arizona entered above?

2nd Member's Mailing Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

The Articles of Organization that becomes a public record must include the address of each member. The address does not have to be within Arizona and can be a home or business address or a PO box or commercial mail box like the UPS store. If we are forming a Gold LLC this address will not be on the public records of the Arizona Corporation Commission.

2nd Member's Phone Number

2nd Member's Email Address

Enter Email Confirm Email

2nd Member's Spouse's Email Address(Required)

Enter Email Confirm Email

Because we will send all members an email message with the Operating Agreement attached for their digital signatures, we need this spouse's email address.

Note: If you don't know the email address enter [email protected] and send the email address to [email protected] when you get it.

Is the 2nd Member Required to Contribute Money to the LLC?(Required)

Yes

Note: If this member is to be obligated to make more than one payment include the future payment amounts and due dates in the Additional Information field at the end of this Questionnaire.

2nd Member's Obligation to Pay Money to the LLC(Required)

Capital Contribution Amount

Due Date of the Contribution

Enter amount and due date. If the member is required to make more than one payment, click on the + symbol to add another row.

Information about the Third Member

3rd Member is a:

Person

New Confidential Trust to keep the ultimate owner's name off the ACC's public record for an additional $497. Available at this price only if you are purchasing a Gold LLC package.

Trust currently in existence

LLC

Corporation

Partnership

Name of 3rd Member's Confidential Trust(Required)

Name of 3rd Member's Existing Trust(Required)

What is the name of your existing trust? The name must be the legal name of the trust. The name should be stated near the beginning of the trust agreement.

3rd Member's Legal Name(Required)

3rd Member's Gender(Required)

male

female

3rd Member's Ownership Percentage(Required)

Enter the percentage of the LLC owned by this member. The total percentage owned by all members must equal 100%.

3rd Member's Marital Status(Required)

Married

Single

3rd Member's Spouse's Legal Name

3rd Member's Spouse's Gender(Required)

male

female

How will 3rd Member Own His/Her Membership in the LLC?(Required)

Separate property. This is for married residents of Arizona, Idaho, Louisiana, Texas, Wisconsin, Nevada, Washington, New Mexico and California. This is for people who live in one of these community property states and who do not want their spouse to own any interest in the LLC. The person named in the 3rd member’s name field will own all of the LLC and the other spouse will not own any of the LLC, if and only if the non-owner spouse signs a Disclaimer that we will prepare and insert at the end of the Operating Agreement.

Date of the 3rd Member's Trust Agreement(Required)

Insert the date of this member's existing trust agreement or today's date if we are being hired to create a Confidential Trust.

Names of Trustee(s) of the 3rd Member's Trust(Required)

Successor Trustee(s) of 3rd Member's Confidential Trust(Required)

1st Successor Trustee or Co-Trustees (required)

2nd Successor Trustee or Co-Trustees (optional)

Who Is the Current Beneficiary of the 3rd Member's Trust?(Required)

The trustee(s) named above

Somebody other than the trustee(s) named above

3rd Member's Current Trust Beneficiary(Required)

3rd Member's Future Trust Beneficiary(Required)

3rd Member's Formation State(Required)

In what state was the entity formed?

Name and Title of 3rd Member's Signer?(Required)

Is the 3rd Member's Mailing Address the Same as LLC's Principal Address?(Required)

Yes

Is the mailing address of this member the same as the LLC's principal address in Arizona entered above?

3rd Member's Mailing Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

3rd Member's Phone Number(Required)

3rd Member's Email Address(Required)

Enter Email Confirm Email

3rd Member's Spouse's Email Address(Required)

Enter Email Confirm Email

Because you said you want us to prepare the Operating Agreement for digital signatures of the members and this member is married, we need the spouse's email address to email the Operating Agreement to this member's spouse.

Note: If you don't know the email address enter [email protected] and send the email address to [email protected] when you get it.

Is the 3rd Member Required to Contribute Money to the LLC?(Required)

Yes

Note: If this member is to be obligated to make more than one payment include the future payment amounts and due dates in the Additional Information field at the end of this Questionnaire.

3rd Member's Obligation to Pay Money to the LLC(Required)

Capital Contribution Amount

Due Date of the Contribution

Enter amount and due date. If the member is required to make more than one payment, click on the + symbol to add another row.

Information about the Fourth Member

4th Member is a:

Person

New Confidential Trust to keep the ultimate owner's name off the ACC's public record for an additional $497. Available at this price only if you are purchasing a Gold LLC package.

Trust currently in existence

LLC

Corporation

Partnership

Name of 4th Member's Confidential Trust(Required)

Name of 4th Member's Existing Trust(Required)

What is the name of your existing trust? The name must be the legal name of the trust. The name should be stated near the beginning of the trust agreement.

4th Member's Legal Name(Required)

4th Member's Gender(Required)

male

female

4th Member's Ownership Percentage(Required)

Enter the percentage of the LLC owned by this member. The total percentage owned by all members must equal 100%.

4th Member's Marital Status(Required)

Married

Single

4th Member's Spouse's Legal Name

4th Member's Spouse's Gender(Required)

male

female

How will 4th Member Own His/Her Membership in the LLC?(Required)

Community property with right of survivorship. This is only for residents of Arizona or California (best option if the couple will own jointly). Each spouse owns an undivided one half interest in the LLC and if one spouse dies the surviving spouse automatically inherits the LLC interest of the deceased spouse without the need for a probate.

Separate property. This is for married residents of Arizona, Idaho, Louisiana, Texas, Wisconsin, Nevada, Washington, New Mexico and California. This is for people who live in one of these community property states and who do not want their spouse to own any interest in the LLC. The person named in the 4th member’s name field will own all of the LLC and the other spouse will not own any of the LLC, if and only if the non-owner spouse signs a Disclaimer that we will prepare and insert at the end of the Operating Agreement.

Date of the 4th Member's Trust Agreement(Required)

Insert the date of this member's existing trust agreement or today's date if we are being hired to create a Confidential Trust.

Names of Trustee(s) of the 4th Member's Trust(Required)

Successor Trustee(s) of 4th Member's Confidential Trust(Required)

1st Successor Trustee or Co-Trustees (required)

2nd Successor Trustee or Co-Trustees (optional)

Who is the Current Beneficiary of the 4th Member's Trust(Required)

The trustee(s) named above

Somebody other than the trustee(s) named above

4th Member's Current Trust Beneficiary(Required)

4th Member's Future Trust Beneficiary(Required)

4th Member's Formation State(Required)

In what state was the entity formed?

Name and Title of 4th Member's Signer?(Required)

Is the 4th Member's Mailing Address the Same as LLC's Principal Address?(Required)

Yes

Is the mailing address of this member the same as the LLC's principal address in Arizona entered above?

4th Member's Mailing Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

4th Member's Phone Number(Required)

4th Member's Email Address(Required)

Enter Email Confirm Email

4th Member's Spouse's Email Address(Required)

Enter Email Confirm Email

Note: If you don't know the email address enter [email protected].

Is the 4th Member Required to Contribute Money to the LLC?(Required)

Yes

Note: If this member is to be obligated to make more than one payment include the future payment amounts and due dates in the Additional Information field at the end of this Questionnaire.

4th Member's Obligation to Pay Money to the LLC(Required)

Capital Contribution Amount

Due Date of the Contribution

Enter amount and due date. If the member is required to make more than one payment, click on the + symbol to add another row.

Information about the Manager(s)

The LLC must have at least one manager. The manager can be a person, corporation, another LLC, a trust or a partnership. The manager does not have to be an owner (member) of the LLC. Note: Only managers have the legal power to sign contracts and bind the LLC on legal obligations. If you want a person to be able to sign contracts on behalf of the LLC that person must be a manager.

LLC's Manager

The confidential trust will be the sole manager.

Name & Address of All Managers(Required)

Manager's Name

Manager's Address

Type the name and address of every manager. If the address is the same as a member enter the text: "same as 1st member" in the address field. If the LLC will have more than one manager click on the + icon at the right of the address field to add a new manager line.

Managers' Names & Addresses(Required)

I understand that the name(s) and address(es) of all manager(s) must be stated in the company's Articles of Organization and become part of the public record.

Is any Manager a Person?

Yes

Do You Want to Name an Alternate Manager to Replace a Deceased or Mentally Incompetent Manager?

Yes

Do You Want to Name an Alternate Manager to Replace a Deceased or Mentally Incompetent Manager?

Name(s) of Replacement Manager(s)(Required)

Current Manager

Replacement Manager

If your company has more than one manager for whom you want to name a replacement manager click on the + symbol to add another row.

Contact Person

Name & Phone Number of the Person We Should Contact if We Have Questions(Required)

Contact's Name

Phone Number

Name & Mailing Address of the Person We Mail the Portfolio to(Required)

Name

Mailing Address

Who Does Richard Keyt Represent?

The LLC, but not any of the members or managers.

1st Member (and spouse if married), but not any other member, manager or the LLC.

2nd Member (and spouse if married), but not any other member, manager or the LLC.

Select the appropriate button to tell Richard Keyt who he represents as his client. Richard Keyt can only represent one party. He can represent only the LLC or one of its members.

Who is Richard Keyt's Client?

The LLC, but not any of the members or managers.

1st Member (and spouse if married), but not any other member, manager or the LLC.

2nd Member (and spouse if married), but not any other member, manager or the LLC.

3rd Member (and spouse if married), but not any other member, manager or the LLC.

Select the appropriate button to tell Richard Keyt who he represents as his client. Richard Keyt can only represent one party. He can represent only the LLC or one of its members.

Who is the Client of Richard Keyt?

The LLC, but not any of the members or managers.

1st Member (and spouse if married), but not any other member, manager or the LLC.

2nd Member (and spouse if married), but not any other member, manager or the LLC.

3rd Member (and spouse if married), but not any other member, manager or the LLC.

4th Member (and spouse if married), but not any other member, manager or the LLC.

Select the appropriate button to tell Richard Keyt who he represents as his client. Richard Keyt can only represent one party, i.e., the LLC or one member.

Who Will Be the LLC's Partnership Representative?

The Bipartisan Budget Act of 2015 made major changes to the way the IRS audits LLCs taxed as partnerships. One of the changes requires that LLCs taxed as partnerships name a person who has a substantial presence in the United States to be the LLC's Partnership Representative. Although the Partnership Representative does not have to be a member of the LLC, we recommend that a member be the Partnership Representative.

If the LLC is audited the IRS will only deal with the Partnership Representative. If your LLC will be taxed as a partnership and it fails to name a Partnership Representative the IRS will name somebody to be your LLC's Partnership Representative. You don't want the IRS to pick somebody you don't know who has the power to consent to an IRS audit that says the LLC owns additional taxes.

Which Statement Applies to the LLC?(Required)

We don't know how the LLC will be taxed at this time, but will name a Partnership Representative in case we don't elect to be taxed as a C or S corporation.

The LLC will be taxed as a partnership.

The LLC will be taxed as an S corporation or a C corporation.

The IRS default method of federal income tax for a multi-member LLC is the partnership method. If the members of a multi-member LLC do not want their LLC to be taxed as a partnership they can cause the LLC to file an IRS form 8832 to elect the C corporation tax method or IRS form 2553 to elect the S corporation tax method (if the LLC is eligible).

Who Will be the LLC's Partnership Representative if It is Audited by the IRS?

Miscellaneous Information

Can We Send the Contact Person Text Messages?

KEYTLaw may send text messages to the contact person with information about LLCs and promotional information about legal services.

Do You Want to Give Us Any Additional Information?

Yes

Do you need another field to enter information about additional members or capital contributions or any other information you want us to know? If you are forming more than one LLC and their information is the same, enter the name(S) of the other LLC(s) in the Additional Information field.

Additional LLC or Member Information

For Arizona Residents: Learn Who Will Inherit Your Assets if You Die Without a Will or Trust

If you are a resident of Arizona and would like to learn who will inherit your assets if you die without a will or a trust take our short online Who Will Inherit Your Property quiz.

For Arizona Residents: Hire Us to Draft Your Custom Estate Plan to Protect Your Most Valuable Assets - Your Loved Ones

If you do not adopt a will, a trust, and a custom estate plan, your loved ones will pay the price of your failure to plan for the inevitable. We all procrastinate, but bad things can happen to your loved ones if you do not have an estate plan that protects them. See the price and the 25 documents and services we give Arizona residents who purchase our comprehensive estate plan with a revocable living trust that avoids an expensive public probate. To book a free office, phone, or Zoom video meeting to answer your questions about wills, trusts, and estate plans, go to our online calendar. See the estate plan questionnaire we ask people to complete before their free consultation.

Get a $1,000 Discount Off Our Comprehensive Estate Plan

Because you are purchasing a Gold LLC you will get a $1,000 discount off the price of our wills, trust and estate planning package if you pay for your estate plan within 120 days of the date you pay for your Gold LLC. See the contents and price of our estate plan package. To book a free office, phone or Zoom video meeting to answer your questions about wills & trusts go to our online calendar. See the estate plan questionnaire we ask people to complete before their free consultation.

Do You Have a Family Member or Friend Who Needs a Will or a Trust?

If you know any Arizona resident who needs an estate plan send him or her an email or text that suggests he or she call estate planning attorney Richard C. Keyt at 480-664-7472 or make a free appointment with him using his online calendar at https://www.keytlaw.com/calendar.

Email Address of the Person to Whom We Will Email this Questionnaire(Required)

Enter Email Confirm Email

We will send this Questionnaire to this email address for review and approval. Check your spam folder if you don't see our email in your in basket.

How to Pay for Your Special Warranty Deed(s)(Required)

To pay for your deed(s) go to our payment page using the link below then scroll down on the order page and click on the Buy Now button in the right column under the text Special Warranty Deed. If you are buying more than one deed select the number of deeds in the quantity box.

How to Pay $497 for Your Bronze LLC(Required)

Go to our secure order page to pay for your Bronze LLC with your major credit card. You may also give your credit card information by calling our legal assistant at 480-664-7846.

How to Pay $697 for Your Bronze LLC & a FInCEN BOI Report(Required)

Go to our secure order page to pay for your Bronze LLC with your major credit card. You may also give your credit card information by calling our legal assistant at 480-664-7846.

How to Pay $797 for Your Bronze LLC, a FInCEN BOI Report & Our Address Service(Required)

Go to our secure order page to pay for your Bronze LLC with your major credit card. You may also give your credit card information by calling our legal assistant at 480-664-7846.

How to Pay for Your Services(Required)

Go to our secure order page to pay for your Bronze LLC with your major credit card. You may also give your credit card information by calling our legal assistant at 480-664-7846.

How to Pay $597 for Your Bronze LLC & Address Service(Required)

Go to our secure order page to pay for your Bronze LLC with your major credit card. You may also give your credit card information by calling our legal assistant at 480-664-7846.

How to Pay $897 for Your Silver LLC

Go to our secure order page to pay for your Silver LLC with your major credit card. You may also give us your credit card information by calling our legal assistant at 480-664-7846.

How to Pay $997 for Your Silver LLC + Our Address Service

Go to our secure order page to pay for your Silver LLC & address service with your major credit card. You may also give us your credit card information by calling our legal assistant at 480-664-7846.

How to Pay $1,397 for Your Gold LLC

Go to our secure order page to pay for your Gold LLC with your major credit card. You may also give us your credit card information by calling our legal assistant at 480-664-7846.

End of Questionnaire

You are done. Click the Submit button below to send your Questionnaire to Arizona LLC attorney Richard Keyt and a copy to the email address entered above the payment text.