Get Lpl Corporate Resolution Instructions Form

Filling out the Lpl Corporate Resolution Instructions Form is essential for establishing a corporate account. This guide will provide you with a clear, step-by-step approach to successfully complete the form online.

Follow the steps to complete the Lpl Corporate Resolution Instructions Form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Enter the LPL account number, which is crucial for identifying your corporate account. Ensure all information is accurate.
3. In Section I, provide the name of the corporation and the date of the Board of Directors meeting. Specify whether the account is for a government entity by selecting 'Yes' or 'No.'
4. Indicate the type of corporation by choosing between C Corporation and S Corporation. It is essential to consult with a tax advisor if needed.
5. Select the appropriate document type (e.g., Articles of Incorporation, Business License) and fill in the related fields, including the document number, issuance place, issuance date, and expiration date if applicable.
6. Move to Section II, where you will fill out information for authorized officers. Start with the President/CEO, entering their Social Security number, full name, residence address, date of birth, home phone, and country of citizenship. Provide information about their identification.
7. For the Vice President/COO, repeat the process in step 6 by completing their details as outlined.
8. Continue the same for the Treasurer/CFO and any other officer, ensuring that all required fields are filled in accurately.
9. Complete the certification section, where you will need to provide signatures from the President/CEO, Vice President/COO, Treasurer/CFO, and any other officers, along with the date of signing.
10. If applicable, include the corporate seal. If there is no corporate seal, indicate 'None.'
11. Review the entire form for accuracy before proceeding to save your changes. You can download, print, or share the completed form once all information has been entered correctly.

Ensure your corporate account is established by completing your documents online today.