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Cover Page and Checklist for Small Group Please submit a completed checklist with all new groupsGroup Name: Tax ID#: Requested Eff Date: Agency: Agent: Agency/Agent Code: 4811 Beach Blvd Suite 106
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Small group typically refers to a group of individuals who come together for a specific purpose or activity, often with a limited number of members.
Small group filings are commonly required by organizations or businesses that fall under certain criteria set by regulatory bodies or governing entities.
To fill out for a small group, you may need to provide detailed information about the group members, purpose of the group, and any relevant documentation supporting the group's activities.
The purpose of filing for a small group is often to ensure compliance with regulations, track group activities, and provide transparency to stakeholders or authorities.
Information that may need to be reported for a small group can include member details, meeting minutes, financial statements, and other relevant documentation as required.
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