LENDING FUNDS TO YOUR CORPORATION, LIMITED LIABILITY COMPANY OR TRUST

Complete the information requested and click submit and your request will automatically be emailed to Spiegel & Utrera, P.A. You can expect a reply from Spiegel & Utrera, P.A. within four business hours.

Either initially or from time to time your corporation, limited liability company, or trust needs funds in which to operate. We recommend that you lend the money to the entity so you will become a creditor of the entity. This procedure of lending money to the entity is accomplished through a lenders agreement and promissory note.

Name of Lender:

Check all the apply:

ShareholderDirectorMember
Operating ManagerOfficerBeneficiary
Other, please describe:
 
Address of Lender:

Amount of Loan: Annual Interest Rate:

Repayment Terms of Loan (there are a number of options available in this area):

One final balloon payment at a specified date in the future which would include accrued interest and principal. What date?

Monthly interest only beginning the 1st day of  , 20 , with a final payment of accrued interest and principal of the day of , 20

Equal monthly payments of principal and interest over a period of  months

Other terms or conditions that you would like included in the Promissory Note

Please describe:

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THE FOLLOWING INFORMATION MUST BE COMPLETED FOR ALL INQUIRIES
(THEN SUBMIT YOUR REQUEST AT THE BOTTOM OF THIS PAGE)
 
Name of Entity or Instrument:


Type of Entity:
Profit Corporation
Non Profit Corporation
Limited Liability Company
Professional Corporation
Professional Limited Liability Company
Limited Partnership
Trust
Limited Liability Limited Partnership
Family Limited Partnership
General Partnership
Limited Liability Partnership
Sole Proprietorship
Last Will and Testament
Other 
 
State of Domicile of Entity:
FL CA NY NJ IL NV DE Other: 

Year Formation of Entity:    Was Entity formed by Spiegel & Utrera, P.A.? Yes No

Your Name: * REQUIRED

Your Telephone Number:

Home: * REQUIRED  Cell: Business:   Fax:

Your Email Address:
* REQUIRED

Your Position in Entity: (Check all that apply)
ChairmanMemberTrustee
PresidentVice PresidentBeneficiary
Operating ManagerSecretaryTreasurer
Shareholder  
Other, Please describe:
 
Complete the additional information requested and click submit and your request will automatically be emailed to Spiegel & Utrera, P.A. You can expect a reply from Spiegel & Utrera, P.A. within four business hours.

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