Proposal Request - Metro Benefits, Inc.

Business Information

Name of Business *

Tax Status *

Financial Professional

Name *

Company *

Phone Number *

Email Address

Date Business Began

Date of Incorporation

Tax Year End

State of Issue *

Approximate Contribution Desired

Approximate Contribution Desired kind

%

$

Percent of pay or dollar amount

Any Current Plan in force? *

Yes

No

If so, please provide details:

Do the owners have ownership interests in any other firms?

Yes

No

Please indicate ownership interests:

Details and Comments

Census Information

If you have more than 10 employees, please upload an Excel spreadsheet with the following information:
-First Name
-Last Name
-% Stock Owned
-W-2 Compensation
-Schedule C or K-1 Income
-Annual Hours (if part time)
-Date of Employment
-Date of Birth
-Family Member or Owner? (Yes or No)

If you have less than 10 employees, you may use the next section to enter the required information.

Excel Attachment File Upload

Maximum file size: 67.11MB

Employees

This section is for if you have less than 10 employees

First Name

Last Name

% Stock Owned

W-2 Compensation

Schedule C or K 1 Income

Annual Hours Worked (if part time)

Date of Employment

Date of Birth

Family Member of Owner?

Yes

No

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Online Proposal Request

Business Information

Census Information

Employees