Legal Entity Ownership Program (LEOP) – Forms and Instructions

The form is offered through Adobe Acrobat Sign as a web form. Please note, each form must be completed individually. You may save your progress and return to the form later by utilizing the "Save for later" function located in the upper right corner.

Once you click the link, you will be taken to page 1. To proceed, you must click the "Continue" button at the bottom center of your screen. You will notice red asterisks indicating the required fields to submit the form. The top right area lists the number of required fields remaining, highlighted in blue. If any required fields are missing, it will not allow you to submit the form.

If you need to save your progress and continue later, click the "Save for later" button in the top right-hand corner. This will generate a box that allows you to enter your name and email address. Once you click the "Save" button, a link to your partially completed form will be emailed to you. To continue filling out the required fields, you will have to click the link sent to your email address.

If you answer "yes" to both questions 1a and 1b and 2a and 2b, Schedule A will be generated and required for completion. If you answer "yes" to both questions of 3a and 3b, Schedule B will be generated and required for completion. On the Schedules, you will be able to include attachments that may be either optional and/or required. Both schedules will indicate required fields for entry with red asterisks.

If you need to complete additional schedules after completing Schedule A and/or Schedule B, on the last page you will find a link to a blank Schedule A followed by attachment fields and a link to Schedule B followed by attachment fields. You can click on the link for either schedule provided and upon completion you will input your email and receive the completed schedule. After saving the completed schedule, you can return to the original form and click the attachment field to include the schedule. You will repeat this process for as many schedules that are necessary.

Once you are done completing the form and schedules and have no required fields remaining, the option to "click to sign" and submit will appear where you will input the signatory's name and email address. Once you click the button, you will receive a message stating a link was emailed to verify the signatory's email address. Check your inbox for an email from AdobeSign to confirm the email address. Once you have confirmed your email address, a copy of the completed form will be automatically sent to your email, and a copy will also be sent to the LEOP electronic filings submission email indicating the completion date and time. This date will be used for the submission date in accordance with the 90-day filing deadline pursuant to RTC section 482(b).