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Strategic Insurance Services
101 Metro Drive, Suite 315
San Jose, CA 95110

Phone: (408) 878-6052
Efax: (408) 521-2223
 

Required Documentation

Based On Your Business Structure

 
Group
Size
Sole Proprietor Partnerships / Limited Partnership (LP) Corporation Limited Liability Company

Owners
Only
(1)

Business license or Fictitious Business Name Filing

Partnership Agreement or Business License or Fictitious Business Name Filing

Articles of Inc Or Statement of Information

Statement of Organization with Operating Agreement

 

 

 

 

 

 

Owner Affidavit

Owner Affidavit

Owner Affidavit

Owner Affidavit

 

 

 

 

 

 

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

 

 

 

 

 

 

Recent Schedule C

Recent K-1

Recent K-1 or W-2

Recent K-1

 

 

 

 

 

 

 

 

Businesses established out of state require a Certificate of Qualification or Statement by Foreign Corporations

Business established out of state require a Foreign LLC Application or Registration

2 to 5

Business license or Fictitious Business Name Filing

Partnership Agreement or Business License or Fictitious Business Name Filing

Articles of Incorporated Or Statement of Information

Statement of Organization with Operating Agreement

 

 

 

 

 

 

Owner Affidavit

Owner Affidavit

Owner Affidavit

Owner Affidavit

 

 

 

 

 

 

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

 

 

 

 

 

 

DE9C

DE9C

DE9C

DE9C

 

 

 

 

 

 

If owners not listed on DE9C

If owners not listed on DE9C

If owners not listed on DE9C

If owners not listed on DE9C

 

Recent Schedule C

Recent Schedule C

Recent K-1 or W-2

Recent K-1

 

 

 

 

 

 

 

 

Businesses established out of state require a Certificate of Qualification or Statement by Foreign Corporations

Businesses established out of state require a Certificate of Qualification or Statement by Foreign Corporations

6 to 24

Business license or Fictitious Business Name Filing

Partnership Agreement or Business License or Fictitious Business Name Filing

Articles of Inc Or Statement of Information

Statement of Organization with Operating Agreement

 

 

 

   
 

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

 

 

 

 

 

 

DE9C

DE9C

DE9C

DE9C

 

 

 

 

 

 

If owners not listed on DE9C

If owners not listed on DE9C

If owners not listed on DE9C

If owners not listed on DE9C

 

Owner Affidavit

Owner Affidavit

Owner Affidavit

Owner Affidavit

 

 

 

 

 

 

 

 

Businesses established out of state require a Certificate of Qualification or Statement by Foreign Corporations

Businesses established out of state require a Foreign LLC Application for Registration

25+

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

Signed Application or Waiver

 

 

 

 

 

 

DE9C

DE9C

DE9C

DE9C

 
Strategic Planning for your Insurance Needs


CA Insurance License # 0495737

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