Call us at 818-769-4600. Ask for an Actuary. No fee for initial consultation. We can save you time in filling out this information. We need answers to all questions. (We will soon be able to collect this form from this site, but until then you can print this page out and fax it to us at (818)769-4694, call us with the information at (818)769-4600, or mail it to us at: Big Time Pension Plans, 4063 Sunswept Dr., Studio City, CA 91604.)

Information About Your Business
How Did You First Hear About Us?	Our Seminars CPA Web Site Billboards Friends/Family
Your Name:
Your Business Name:
Best Time To Contact You:
Type of Business:	Corporation Sole Proprietership Independent Contractor LLC Partnership
Fiscal Year End:
Phone:
Fax:
Email:
Street/Suite:
City:
State Abbreviation:
Zip:
Names of Owners:
Type of Plan(s) You Are Interested In: (hold ctrl to select more than one)	None Defined Benefit Profit Sharing - New Comparability Profit Sharing - Age-Weighted Profit Sharing - Integrated Profit Sharing - Non-Integrated 401k - New Comparability 401k - Non-Integrated Money Purchase - New Comparability Money Purchase - Non-Integrated Money Purchase - Frozen Target Benefit
Did You Previously Have A Pension Plan? (hold ctrl to select more than one)	No Defined Benefit Profit Sharing 401 (k) Money Purchase
Do You Currently Have A Pension Plan? (hold ctrl to select more than one)	No Defined Benefit Profit Sharing 401 (k) Money Purchase
Do You Lease Employees?	No Yes (1-4) Yes (5+)
Do You Have Independent Contractors Working For You?	No 1 2 3 4+
Do You Or Your Spouse Own Another Company?	No Yes, but no employees Yes and it has employees
How Many Employees Do You Have?
Do You Or Your Spouse Manage or Control Any Other Company That Has Employees?	No Yes (we will need additional information)
Do You Have Any Entertainment Guild Pension Benefits?	None SAG AFTRA DGA PW Musicians
Your CPA:
Your CPA Firm Name:
Your CPA Telephone:
Your CPA Fax:
Is It Okay For Us To Call Your CPA?	No Not now, yes after we understand more Yes
We will soon be able to collect this form from this site, but until then fax us the form at (818)769-4694, call us with the information at (818)769-4600, or mail it to us at: Big Time Pension Plans, 4063 Sunswept Dr., Studio City, CA 91604. Give Us Information On You And Your Employees (only click on this after printing out this form and checking to make sure all information is correct)

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