Business Interest Contribution Document Upload Name(Required) First Last Email(Required) Please check the box for each document in your possession or that you can obtain; and upload each document.(Required) Donor formation documents (articles of incorporation, charter, articles of organization, trust agreement, etc.) – if applicable Gifted business formation documents (articles of incorporation, charter, articles of organization, trust agreement, etc.) Tax elections (LLC tax treatment, S election, etc.) Latest K-1 reporting document received as owner of gifted business, and business tax return for most recent year, if available Donor foundational governance documents (example, bylaws) – if applicable Gifted business foundational governance documents (example, bylaws) Donor owner or management agreements (shareholders agreement, partnership agreement, operating agreement, etc.) – if applicable Gifted business owner or management agreements (shareholders agreement, partnership agreement, operating agreement, etc.) Donor owner schedules (showing owners and interests owned) Gifted business owner schedules (showing owners and interests owned) Subscription agreements for interest to be gifted Security agreements encumbering interest to be gifted Security agreements encumbering gifted business assets if gifted business is taxed as a partnership Related guaranties, loan agreements, and notes Notices of security interest in interest to be gifted (example, financing statements) Debt agreements of gifted business (only if taxed as a partnership) Declarations of obligations, assurances, representations, or commitments of gifted business or owners of interests in gifted business Any other foundational governance or other document, including letter agreement, that governs, encumbers, restricts, limits, or permits operation, ownership, use, or transfer of, or imposes financial or other obligations on owners of interests in gifted business Document Upload(Required) Drop files here or Select files Max. file size: 50 MB. CAPTCHAPhoneThis field is for validation purposes and should be left unchanged. Need additional assistance? CONTACT OUR TEAM
