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:
Shareholder
Director
Member
Operating Manager
Officer
Beneficiary
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:
Characters Left
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)
Chairman
Member
Trustee
President
Vice President
Beneficiary
Operating Manager
Secretary
Treasurer
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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