New Client Information Step 1 of 6 16% Salesperson You Are Working With:(Required)SelectChrisSethPatrickSeanName First Last Email Company Name(Required)Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country PhoneEIN(Required)Service you have selected: Traditional TPA Services 3(16) Services Business Code (NAICS):Fiscal Year End (MM/DD):(Required)Total Number of Employees:Do You Employ Paid Interns: Yes No Type of Company:(Required) C-Corp S-Corp LLC—filing as S-Corp LLC—filing as Partnership Sole Prop LLP P.C PLLC Other TRUSTEE(S) [NAME & EMAIL ADDRESS]TrusteeNameEmail Add RemovePRIMARY DAY-TO-DAY CONTACT [PAYROLL, HR, ETC.)Name(Required) First Last Email(Required) Phone(Required)Ext: ACCOUNTS PAYABLE / BILLING CONTACTName First Last Email PhoneExt:CPAFirm NameCityStateContact Name First Last Email PhoneExt: OwnershipOwners(Required)NamePercentageEmail Address Add RemoveDo the Owners/Partners have any family members working for the company? If so, please list them and their relation:Family MembersNameRelationship Add RemoveOWNERSHIP OF/PARTNERSHIP IN OTHER COMPANIESDo the Owners/Partners own any other companies? Yes No NamePercentage:NamePercentage: PAYROLL QUESTIONSPayroll Company:Which payroll “platform/product” do you use:Payroll Cycle (weekly, bi-weekly, etc.):Check Day of the week:Select a DayMondayTuesdayWednesdayThursdayFridayDo you have multiple payrolls? Yes No If "Yes", please identify:RETIREMENT PLANDo you currently have a retirement plan? Yes No Current Recordkeeper Name:Email Current Administration (TPA) Name:Email Estimated Plan Assets:ERISA Bond Amount:The first Plan Year that Compass will be administering: Thank you for choosing us to guide you on your journey. compass-cg.com
