What documentation will you need if invest through an entity?
Entity | Documentation |
---|---|
S Corporation | Articles of Incorporation, Certificate of Incumbency, or Corporate Bylaws |
C Corporation | Articles of Incorporation and Corporate Resolution |
General Partnership of LLP | Partnership agreement |
LLC | Articles of Organization and Operating Agreement |
Foundation | Documents providing authorized business (ex: Business Certificate of Agreements) |
Estate | Letters of Testamentary or Estate affidavit |
Trust | Trust agreement (must indicate the trust registration and certifications) |
IRA | IRA account statement |