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  • California Mutual Benefit Non Profit Corporation

Before Proceeding:

Blue shading and * designate required fields: you must enter something in all required fields to submit the form. If you don't have an answer to a required field, enter "n/a" or "?".

Primary Contact for Correspondence from Formation Solutions

(For contact from Formation Solutions: questions, clarifications, etc. Official company contact info is collected further down.)

First Name *
Last Name *
Email *
Office Phone
Mobile/Alternate Phone

Please provide at least one phone number.

Legal Address for Company

This contact information will be given when filing paperwork with the state, county, the IRS and other agencies.
   Name of principal
   officer		 *
   Address *
   City *
   State *
   Zip Code *
   Daytime Phone *
   Fax Number
   County *

Name of Company


The name of the corporation must contain the word "corporation", "incorporated" or "limited" or an abbreviation of one of such words. The name must not be likely to mislead the public, be the same as, or resemble so closely as to lead to deception, the name of a domestic or qualified foreign corporation, a name under reservation, or the registered or assumed name of a foreign corporation. The name would need Superintendent of Bank's approval if it contained the words "Bank," "Trust," or "Trustee."

(Case and punctuation are important: submit exactly what you'd like.)

First Choice *
Second Choice *
Third Choice

State of Formation *
   
Please describe your business briefly.
*

Business Purpose:
The business purpose for your nonprofit corporation will be listed in the Articles of Incorporation. If you are unsure of the wording for the stated purpose of your business, we are able to give you examples of wording that has been approved by the Secretary of State. For specific guidance, we recommend that you consult an attorney or accountant.

(Be brief: one or two sentences. This is a short, formal statement meant only to satisfy state law requirements. You will provide much more detail on your nonprofit purposes and activities in your tax exemption applications.)
*

Fictitious Business Name

(if applicable) If you wish to "do business as" another name, a Fictitious Business Name filing is required.
 

Registered Agent

The registered agent must have a physical location in California and be available during normal business hours. While this is often the entrepreneur, Formation Solutions can offer this service at no charge for 6 months. After this period, the fee for agent service is $125 per year.

We'd like to use Formation Solutions, Inc., as Registered Agent. *
Please use the information below for our Agent.
   Name
   Address
   City
   State
   Zip Code

Director Information

First Director  
   Name *
   Address *
   City *
   State *
   Zip Code *
   
Second Director (if applicable)
   Name
   Address
   City
   State
   Zip Code
   
Third Director (if applicable)
   Name
   Address
   City
   State
   Zip Code

Officers

 Any number of offices may be held by the same person unless the articles or bylaws provide otherwise, except that neither the secretary nor the chief financial officer may serve concurrently as the president or chairman of the board.
   
CEO / President  
   Name *
   Address *
   City *
   State *
   Zip Code *
   
Secretary  
   Name *
   Address *
   City *
   State *
   Zip Code *
   
CFO / Treasurer  
   Name *
   Address *
   City *
   State *
   Zip Code *
   

Employer Identification Number Issues

   
Does the entity plan to have employees? Yes No *
First date wages or annuities were paid or will be paid:

What is the highest number of employees expected in the next 12 months for each of the following categories?

      Agricultural Household Other

 

 

Check the one box that best describes the principal activity of the business:*

Construction
Rental & Leasing
Transportation & Warehousing
Health Care & Social Assistance
Real Estate
Manufacturing
Finance & Insurance
Accommodation & Food Service
Retail
Wholesale - Owner
Wholesale - Agent/Broker
Other (specify)

6. Indicate principal line of merchandise sold; specific construction work done; products produced; or services provided.

*

7. Previous Employer Identification Number with the IRS.

a. Have you ever applied for an EIN for this or any other business? *
Yes No

b. If yes, what was the entity's name and trade name ("d.b.a")?

Legal Name
Trade Name

c. Approximate date filed:

d. City/state where filed:

e. Previous EIN:

8. Closing month of accounting year: *

How did you hear about Formation Solutions?

Do you have any comments, complaints, or suggestions about this process?

Authorization & Approval

I acknowledge that Formation Solutions, Inc., its employees and agents have not provided any legal, tax or financial advice and that the information provided above is accurate. *