Get Outside Business Activity Request Form Revised 05 24 2011.doc

Filling out the Outside Business Activity Request Form is essential for reporting and obtaining approval for business activities outside of your usual relationship with Prospera. This guide provides clear instructions to help you complete the form online, ensuring a smooth submission process.

Follow the steps to complete the form accurately and efficiently.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Start by entering your printed name and the current date in the designated fields at the top of the form.
3. In the section regarding outside business activities, provide a detailed description of how you will be engaged in these activities. Include information about outside employment or any roles you will undertake.
4. Specify the business activity or entity name in the designated space. Ensure accuracy to avoid confusion.
5. Indicate the structure of the business using the multiple-choice options provided: Sole proprietor, Corporation/LLC, Partnership, or Other.
6. Describe how the business generates revenue in the appropriate section of the form.
7. If you have equity ownership in the business, select 'Yes' and specify the percentage. Indicate whether this percentage may change in the future.
8. Report the amount of funds raised for the business and state your contribution in the respective fields.
9. Provide the number of other people involved in the business and identify them as requested.
10. Estimate the annual expected revenue for the business and fill in that amount.
11. Detail how accounting and tax issues will be managed for the business.
12. Enter your position, title, and duties within the business.
13. Outline the time commitment by specifying how many hours you will spend on this activity per day, week, or month.
14. Clarify whether this activity will be conducted during normal business hours by selecting 'Yes' or 'No.'
15. Indicate your expected compensation for this activity and specify how you will be compensated.
16. Answer whether the business activity is investment-related and provide details if applicable.
17. Respond to questions about engaging with Prospera clients, including whether you will recruit them or handle their funds.
18. Finally, sign the form to indicate your understanding of the potential background check and fees associated with the activity.
19. Complete the compliance review section by answering the questions regarding the impact of the activity on your responsibilities.
20. Once all sections are filled out, you can save your changes, download the form, print it, or share it as needed.

Ensure your outside business activities are properly documented by completing the form online today.