MySelfDirect

Thank you for your interest in an IRA LLC. This questionnaire is designed to gather the necessary information for LLC formation services and related filings. Please note that certain questions marked with an asterisk are mandatory. If you don't have an answer for a specific question, feel free to enter "n/a" or call us at (800) 447-3930 for assistance.

Contact Information

First Name:*

Last Name:*

Telephone:*

( ) -

Email Address:*

Formation Services

Who referred you to MySelfDirect?*

In which State will the LLC be formed?*

LLC Members

When forming IRA LLC's, the IRA's themselves are considered the members of the company. These member IRA's are typically owned by separate individuals.

How many initial members will be in your LLC?*

Are the IRA Owners Married?*

Is each member an IRA?*

Who are the IRA Owners?

IRA # 1 - Owner Name

IRA # 2 - Owner Name

LLC Management

One or more individuals may be appointed to manage the LLC. We recommend that the LLC Manager is an owner of one of the member IRA's.

How many Managers in your LLC?

First Manager's Contact Information

Manager's Name:*

Street Address:*

City:*

State:*

Zip Code:*

Daytime Phone:*

( ) -

Email Address:*

Second Manager's Contact Information
Manager's Name:*
Street Address:*
City:*
State:*
Zip Code:*
Daytime Phone:*	( ) -
Email Address:*

Legal Address of the LLC

This is the official contact information that will be given when filing paperwork with the State, IRS and other agencies. Most agencies do not allow a PO Box as a primary address.

Same as first LLC Manager information listed above

Street Address:*

City:*

State:*

Zip Code:*

Registered Agent of the LLC

The Registered Agent is required to have a physical location in the State of formation and be available during normal business hours. In most cases, the LLC Manager resides in the State of formation and is indicated as the Registered Agent.

Same as first LLC Manager information listed above

Registered Agent Name:*

Street Address:*

City:*

Zip Code:*

Choose a Name for Your LLC

We will use the alternate name only if the preferred is unavailable in your state. LLC name regulatons vary by state. Generally, the name cannot contain the words bank, trust, trustee, insurer, insurance or any other words suggesting operations in these industries. Unless you specify otherwise, we will add "LLC" to the end of the business name.

Preferred Name:*

Alternate Name:*

Describe the type of business the LLC will conduct:*

For IRA LLC's, this is typically indicated as "investment Holdings" or something with similar effect.

Taxation of the LLC

By default, an LLC with two or more members is treated as a partnership, where income taxes are paid through the members' personal tax returns. For IRA members, taxes will be deferred until distributions are taken. When married couples file joint tax returns and their IRA's are the only two members of the LLC, the entity can be considered a single-member LLC.

You may also elect to avoid the default classification and elect to be classified as an associated taxable as a corporation.

How should the LLC be taxed?*

*This is the default treatment: Disregarded Entity for married couples and Partnership for all others.

Method of Payment

Please indicate your preference for payment LLC formation services and government filing fees. Detailed information is not required at this time. We will follow up with you after you complete the questionnaire.

Payment Preference:*

Authorization & Approval

Important Disclaimer Information: MySelfDirect, LLC is not a law firm, does not act as your attorney and is not a substitute for the advice of an attorney. Neither MySelfDirect, LLC, nor any of its owners, employees, agents, or affiliates for whom it is responsible provide any legal services, legal representation or legal advice. The information and suggestions contained in this form, as well as the template documents and procedures used to form your LLC have been developed from sources, including publications and research that are considered and believed to be reliable but cannot be guaranteed insofar as they apply to any particular individual, corporation, limited liability company, or taxpayer. Neither the materials nor the related services provided constitutes legal advice and should not be taken as or used as a substitute for the advice of competent legal counsel. MySelfDirect, LLC, specifically disclaims any liability, loss or risk, personal or otherwise, that is incurred as a consequence of the use and/or application of the information in these documents.

I acknowledge that I have read, understand, and agree with the above disclaimer.**

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Or call us:
(800) 447-3930