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Business Statement of Information

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BUSINESS STATEMENT OF INFORMATION

This Business Statement of Information ("Statement") is submitted to provide the current statutory information for the entity identified below and to certify under penalty of law that the information provided is true, correct, and complete as of the Effective Date specified herein.

Whereas

Whereas the entity named below is required or elects to file a Statement of Information to declare its current principal office, registered agent, officers, and other statutory information; and

Whereas the undersigned is an authorized individual empowered to provide and certify the accuracy of this Statement on behalf of the entity; and

Now, therefore, the entity provides the following information for public record and statutory compliance.

1. Entity Information

Corporation Limited Liability Company Partnership Other

Registration Number:

Date of Formation:

2. Principal and Mailing Addresses

3. Registered Agent for Service of Process

Agent Type: Individual Corporation / LLC acting as agent

4. Officers, Managers, Directors or Members

Provide current principal officers or managers. Attach additional pages if necessary.

5. Principal Business Activity

6. Contact Information

7. Effective Date and Filing

Effective Date of this Statement:

8. Certification

I hereby certify that I am authorized to execute this Statement on behalf of the entity identified above, and that the information set forth in this Statement is true, correct, and complete to the best of my knowledge. I understand that false statements made herein are subject to penalties under law applicable to declarations and statutory filings.

The undersigned also affirms that the entity will notify the appropriate filing authority promptly of any material changes to the information provided herein, in accordance with applicable statutory requirements.

Select certification statements (check all applicable):

I am an officer, manager, member, or other authorized representative of the entity.

The information provided is true and complete as of the Effective Date.

9. Additional Declarations

Does the entity have any pending change in control, dissolution, or insolvency proceedings that should be noted? Yes No

10. Governing Law and Entire Statement

This Statement shall be governed by and construed under the laws of the jurisdiction of the entity's formation. It constitutes the entire statement of record for the matters addressed herein and supersedes any prior statements or records to the extent they conflict with the information provided on this form.

Authorized Representative Name:

Title / Capacity:

Signature:

Date Signed:

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What a Business Statement of Information Is and when it’s used

A Business Statement of Information is a periodic public filing that updates a state’s records about a corporation, limited liability company, or similar entity. Typical contents include the entity’s legal name, principal office address, registered agent or agent for service of process, names and business addresses of officers or managers, and the general business purpose. States use this filing to maintain accurate public records, enable service of process, and confirm a company’s good standing. Filing frequency and exact field requirements are set by each state’s Secretary of State or equivalent agency.

Why keeping your Statement of Information current matters

Filing the Statement of Information preserves corporate good standing, ensures legal notices reach the correct address, and meets statutory obligations under state business statutes and registration rules.

Why keeping your Statement of Information current matters

Who typically prepares and files this statement

The Statement of Information is usually prepared by in-house corporate administrators, outside counsel, or formation-services providers to meet state filing obligations.

  • Real Estate and property managers who must keep ownership and registered agent information current for title and closing purposes.
  • Healthcare and medical practices that maintain corporate records and registered agent updates for compliance and licensing.
  • Financial services and legal firms that use the filing to preserve regulatory standing and receive official notices.

Regular review and centralized tracking reduce the risk of missed filings, administrative dissolution, or missed legal notices.

Core components to include in a professional Statement of Information

A complete Statement of Information is structured to match the Secretary of State form and typically contains identification details, address information, registered agent data, officer or manager listings, business purpose, and signature. Each section should be accurate, match formation documents, and use full legal names.

Entity Name

Use the exact legal name on formation documents and state registration to avoid rejection or mismatch with state records; include punctuation and entity type suffix.

Principal Address

Provide a full street address (no P.O. box) for the main business location; this address appears on public records and supports service-of-process routing.

Registered Agent

Include the agent’s full name and physical address for service of process; if an agent service is used, include the company name and mailing address.

Officers / Managers

List current officers, directors, managers, or members with full names and business addresses so the state record reflects authorized individuals.

Business Purpose

Enter a concise description of the business activity; many states accept broad language like 'general business purposes' but check state guidance for restrictions.

Signature Block

A duly authorized signatory must sign and date the form; include the signer’s printed name, title, and the date of execution where required by state rules.

Required identification fields commonly requested

Business Name: Exact legal name
Entity Number: State-assigned ID
Principal Office: Street address required
Registered Agent: Agent name and address
Officers/Managers: Names and addresses
Filing Date: MM/DD/YYYY format

Step-by-step: completing and submitting the form

Follow these sequential steps to prepare, review, and file a Statement of Information.

  • 01
    Gather Documents: Collect formation documents and current officer information.
  • 02
    Complete Form: Enter fields exactly as described in the fillable guide.
  • 03
    Review and Sign: Verify names, addresses, and signatory authority.
  • 04
    File with State: Submit online, by mail, or as the state requires.

Customizing the online workflow for e-filing

When using an e-filing or eSignature platform, configure fields, authentication, and retention to match state requirements.

Field Configuration
Authentication Level Email, SMS code, KBA where required
Field Types Signature, initial, date, text, dropdown
Notifications Reminder schedule and CC recipients
Retention Enable audit trail and file retention

Where to file and typical submission paths

States accept Statements of Information through multiple channels; choose the method that meets your state’s filing rules and preserves an auditable record.

  • Secretary of State Portal: Most states provide an online filing portal.
  • Mail or In-Person: Some jurisdictions accept paper filings or in-person delivery.
  • Third-Party Services: Registered agent or filings providers can submit filings.
  • Electronic Submission: E-submission with audit trail preserves proof.

Technical considerations for electronic filing and signatures

Ensure the platform supports required file formats, signer authentication, and audit-trail retention for the jurisdiction where you file.

  • Formats Supported: PDF, DOCX, HTML
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication Options: Email, SMS, KBA, SSO

Configure retention, download signed copies in PDF/A where required, and keep audit logs to meet reproduction and retention obligations.

Typical filing timelines and frequency to track

Filing frequency and due dates vary by state; track your entity’s specific schedule to avoid late penalties and status changes.

Initial Filing Window:

Varies by state; some require initial update shortly after formation

Recurring Frequency:

Often annual or biennial depending on jurisdiction

Amendments:

File promptly when officer, agent, or address details change

Late Filing Consequences:

Late fees, administrative suspension, or dissolution risks

Check State Portal:

Confirm exact due dates with Secretary of State

Key milestones in the Statement of Information lifecycle

Track these milestones to maintain compliance and to automate reminders for recurring filings.

01

Entity Formation

Formation filed and initial records created in state database.

02

Initial Statement

First update of public officer and agent information.

03

Recurring Update

Annual or biennial update per state statute.

04

Amendment or Dissolution

File amendment for changes or final filing on dissolution.

Common mistakes to avoid when preparing this statement

  • Using an informal or abbreviated business name that does not match state registration leads to rejections and processing delays.
  • Listing a P.O. box for principal office when the state requires a physical street address can result in noncompliance.
  • Failing to update the registered agent after a service change can cause missed legal notices and default judgments.
  • Assuming filing frequency is uniform across states; missing a biennial or annual deadline can trigger penalties or administrative dissolution.

Penalties and administrative risks for incorrect or late filings

Late Filing: State fines possible
Administrative Suspension: Loss of good standing
Dissolution Risk: State may dissolve entity
Service Issues: Missed legal notices
Financial Penalties: Fees and interest may accrue
Business Disruption: Contracts or licenses affected

Comparison: eSignature vendor pricing and essentials for filing support

Platform selection affects per-user costs, bulk sending, HIPAA support, and envelope limits; signNow is listed first for consistent comparison across vendors.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently asked questions about filing and signing

Answers to common questions about validity, notarization, signatory authority, corrections, and secure electronic submission.


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