Get Entity Authorized

Filling out the Entity Authorized form correctly is crucial for managing authorized agents associated with your entity account. This guide provides a clear and supportive approach to help you navigate through each section of the form, ensuring that all necessary information is accurately reported.

Follow the steps to complete your Entity Authorized form online.

1. Press the ‘Get Form’ button to access the Entity Authorized form. This will allow you to open it in your preferred digital viewer.
2. Select the appropriate entity type by checking the box next to your entity's classification, such as S Corporation or Limited Liability Company.
3. Enter your entity's information, including account number, tax ID number, and business address. Ensure that the address does not use a P.O. box or mail drop.
4. Fill out contact details, including primary and secondary phone numbers, fax number, and email address. Providing an email address is important for electronic delivery of statements.
5. Complete the Authorized Agent information for each individual, including their name, date of birth, social security number, and home address. This section requires accurate personal details.
6. Identify the Control Person by providing their details. Note that they must complete section 2 to be recognized as an authorized agent.
7. For each beneficial owner, fill out their respective information only if they are not already listed in section 2. Ensure that you include personal and citizenship details.
8. Complete the Affiliations section if applicable, indicating any affiliations with publicly traded companies or registered investment advisors.
9. Review the Account Agreement section, read through the terms stated, and confirm that all authorized agents sign this section to validate the form.
10. Finally, you have the option to save your changes, download the completed form, print it, or share it as necessary.

Complete your Entity Authorized form online today for efficient management of your authorized agents.