Incorporation Intake Form

Tell Us About You

How many Clients are there?*

One
Two
More Than Two

Client 1 - Name*

Prefix First Middle Last

If there are more than two parties, please write down the name of each party, the date of birth of each party, the address of each party, the phone number of each party, the email address of each party, the occupation of each party. the name of each party's employer and the business address of each party.

Client 1 - Date of Birth*

Client 1 - Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Client 1 - Phone (Cell)*

If you do not have a cell phone, please write down the number where we can reach you.

Client 1 - Phone (Home)

Client 1 - Phone (International)

Client 1 - Email*

Enter Email Confirm Email

Client 1 - Occupation*

Client 1 - Name of employer*

Client 1 - Phone (Work)*

Client 1 - Business Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Client 2 - Name*

Prefix First Middle Last

Client 2 - Date of Birth*

Client 2 - Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Client 2 - Phone (Cell)*

If you do not have a cell phone, please write down the number where we can reach you.

Client 2 - Phone (Home)

Client 2 - Phone (International)

Client 2 - Email*

Enter Email Confirm Email

Client 2 - Occupation*

Client 2 - Name of employer*

Client 2 - Phone (Work)*

Client 2 - Business Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Identification

Drop files here or

Please provide two (2) pieces of identification for each party, front and back, with one (or both) of those pieces of identification being a driver's license and/or a passport. If providing only one of a passport or a driver's license, the other piece of identification need not be a picture id, and cannot be a health card.

Tell Us About The Company You Wish to Incorporate

Will This be a Professional Corporation?

Yes
No

Section 3.1 of the Business Corporations Act defines a Professional Corporation as a "a corporation incorporated or continued under this Act that holds a valid certificate of authorization or other authorizing document issued under an Act governing a profession."

Which Profession?*

Tell us a bit about why you are incorporating. What Will be the Business of the Company? Is there a tax strategy you are considering. Are you transferring goodwill from an existing business (i.e. the business is already operational as a sole proprietorship, partnership or otherwise, and you are now incorporating)? Are there other considerations you believe to be relevant?

Will the Company be Named or Numbered?

Named Corporation
Numbered Corporation

A corporation can be established with or without a name. If without a name, then it is known as a numbered company (i.e. 12345678 Ontario Inc.). If the corporation is not intended to deal with the public, it may be preferable, so as to save the time and money it would take to do a name search and register the company as a numbered company., to register as a numbered company. If you wish to hold the company out to the public as a named entity, there are two ways this could be accomplished. First, you could establish a company with a name (i.e. Bob's Flamethrowers Inc."). Second, both a named and a numbered company could register to do business under a specified name (i.e. 12345678 Ontario Inc. could register, after it has incorporated, to operate under the name "Bob's Flamethrowers". So could Bob's Flamethrowers Inc. (in this case, less the word "Inc."))

Under Which Jurisdiction Will the Company be Incorporated?

Provincial (Ontario)
Federal

If you intend to operate in provinces other than Ontario, Federal incorporation would be preferable. If you intend to operate internationally, you may wish to appear as a federal corporation for the sake of appearances (although there is no substantive practical difference between a federal incorporation and a provincial incorporation). If you intend to operate as a named company, as a matter of practicality, it is less difficult to obtain a name for a provincial incorporation than for a federal incorporation.

What corporate name would you like? Provide three alternatives, in case the first two are are taken, or otherwise problematic. Press the "+" sign to add your second and third alternatives.

A corporate name generally consists of three elements: a distinctive element, a descriptive element and a legal element. The distinctive element of the name is the part of the name that makes your corporation distinctive from other corporations. The descriptive element of a corporate name is that part of the name that describes the main activities or type of business of the corporations. The legal ending indicates that the company is in fact a legal corporation and not another form of business (i.e. a partnership); and consists of one of the following words: Incorporated, Limited and Corporation, or their respective abbreviations: Inc., Ltd. and Corp. A valid corporate name must have a distinctive element and a legal ending (i.e. Madeupword Inc.). It may have all three elements (Madeupword Flamethrowers Inc.). We must search the names to see if they, or similar names, are being used by others, and thus ask for three alternatives to search, in case the first two are taken, or otherwise problematic

Address of Registered Office

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do You Wish the Annual Return Reminder Notices and Other General Correspondence to be Mailed to the Registered Office Address?

Yes
No

Address Other Than Registered Office Address?

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do You Wish to Restrict the Business the Company May Carry On

Yes
No

The basic rule is this: If the business of the company is restricted by the articles of incorporation, then the company may engage in that business only. If the business of the company is not restricted by the articles of incorporation, then the company may engage in any business.

How Will the Business of the Company be Restricted?

Tell Us About the Proposed Management of the Company

Would you like yout company to have a specified number of directors or a range of directors?

Range of Directors
Specified Number of Directors

You can specify the number of directors that the company must have, or authorize the company to appoint any number of directors within a range. Thus, for example, if you specify that the corporation must have 2 directors, it must always have 2 directors, no more and no less. Conversely, if you authorize you company to appoint any number of directors within a specified range, for example between 1 and 10 directors, the company may operate so long as it has any number of directors within that range. We would suggest a range of directors.

How Many Directors?

What is the Range of Authorized Directors (we suggest 1-10)?

President:*

Prefix First Middle Last

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Vice President*

Prefix First Middle Last

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Corporate Secretary*

Prefix First Middle Last

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Untitled

Client Intake - Incorporation of a For-Profit Corporation

Tell Us About You

Tell Us About The Company You Wish to Incorporate

Tell Us About the Proposed Management of the Company