Following are the forms required to set up the plan:

New Client Set-Up Information - please complete and sign this form. Please include the exact name of both corporations, and both of their EIN;’s;

Plan Details - New Plan Design Set-Up - please complete to the best of your ability, then we can discuss.

Form SS-4 - this form allows us to request a Trust Identification Number for the new plan. Only a signature is required at the bottom. We will complete the rest of the form and request the ID number.

1. Transfer of Assets Timeline

2. Transfer of Administration Services Checklist