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California Statement of Information Form

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California Statement of Information Form

This Statement of Information is filed by Entity Name: File Number: Jurisdiction of Formation: Date of Formation:

RECITALS

WHEREAS, the Entity named above is required by California law to submit a Statement of Information providing current business addresses, agent for service of process, and principal officers or managers; and

WHEREAS, the Entity certifies that the information provided herein is true and correct to the best of the signatory's knowledge and that any change of required information will be reported in accordance with applicable statute and regulation; and

WHEREAS, the Entity elects to provide the following information to satisfy the filing requirements and to establish a record for service and notice purposes.

NOW, THEREFORE, the Entity hereby submits this Statement of Information and certifies the accuracy of the statements contained herein under penalty of perjury.

1. Entity Information

2. Business Addresses

3. Agent for Service of Process

Agent Name: Agent Type:

4. Principal Officers, Directors, Managers or Members

Provide the full legal name and title of principal officers (for corporations) or managers/members (for LLCs). Include business or residential address if required.

5. Type of Business

6. Statement of Accuracy and Certification

The undersigned certifies under penalty of perjury under the laws of the State of California that the information set forth in this Statement of Information is true and correct. The signatory warrants that he or she is authorized to execute this Statement on behalf of the Entity and that the Entity will maintain accurate records and notify the appropriate filing office of subsequent changes as required by law.

7. Notices

Any notice required or permitted under this Statement shall be in writing and delivered to the addresses provided herein. Notice by mail shall be effective upon deposit with the United States postal service; notice by personal delivery shall be effective upon receipt.

8. Governing Law

This Statement of Information shall be governed by, and construed in accordance with, the laws of the State of California without regard to conflict of law principles.

9. Entire Agreement

This document constitutes the entire statement required to be filed under applicable statute and supersedes all prior Statements of Information filed for the Entity to the extent they relate to the matters set forth herein.

10. Severability

If any provision of this Statement is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

11. Amendments and Waiver

Any amendment to this Statement shall be in writing and executed by an authorized representative of the Entity. No waiver of any provision shall be effective unless in writing and signed by the waiving party.

12. Execution

This Statement may be executed in counterparts. Signatures transmitted by electronic means shall be deemed originals for all purposes.

Entity Representative:

By:

Date:

Registered Agent/Preparer:

By:

Date:

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What the California Statement of Information Form Is

The California Statement of Information Form is a periodic business filing used to update the public record maintained by the California Secretary of State. It notifies the Secretary of State of current corporate or LLC facts such as the entity name, principal and mailing addresses, agent for service of process, and the names and titles of officers, directors, managers, or members. The form keeps statutory records accurate for regulatory, contractual, and service-of-process purposes and is required regardless of whether other business activity occurs in the filing period.

Why keeping this form current matters

Maintaining an accurate Statement of Information preserves good standing with the state, keeps service-of-process routing reliable, and reduces the risk of administrative penalties for late or missing filings.

Why keeping this form current matters

Who typically prepares and files this form

Responsibility varies by entity type and internal governance; confirm who your operating agreement or bylaws designate to sign and file.

  • Corporate secretaries and in-house counsel who maintain corporate records and ensure regulatory compliance.
  • Registered agents or professional filing services that manage periodic state filings for multiple entities.
  • Small business owners, LLC managers, or members who handle administrative filings directly for single-entity operations.

Typical signatories and their roles

Registered Agent

An individual or service designated to receive legal notices. The registered agent's contact details must match the filing record and be continuously available at the listed address.

Corporate Officer

A president, CEO, secretary, or other officer authorized by bylaws to sign filings. The signer should confirm the accuracy of officer and director information before submitting the form.

Core parts you will see on the form

A professional Statement of Information contains several consistent sections; prepare these items before you begin to reduce errors and rework when filing.

Entity Identifiers

Exact legal entity name and Secretary of State file number — these match state records and must be identical to the entity's registration documents.

Principal Address

Street address of the primary business location. Include city, state, and ZIP; P.O. boxes are not sufficient for principal office designation.

Mailing Address

If different from principal address, provide a complete mailing address for official correspondence and notices.

Agent for Service

Name and California address of the registered agent or agent service responsible for accepting legal process on behalf of the entity.

Officers and Managers

Names and titles of corporate officers, directors, LLC managers, or LLC members as required by the entity type and the Secretary of State form fields.

Signature and Date

Authorized signer must sign and date the form; the signer affirms the accuracy of information under penalty of perjury where required.

Step-by-step: completing and filing the form

Follow these essential steps to complete a correct submission and confirm acceptance by the Secretary of State.

  • 01
    Gather records: Collect your entity name, file number, addresses, and officer/manager names before starting the form.
  • 02
    Complete form: Enter required fields carefully, following the fillable fields guide and using MM/DD/YYYY for dates.
  • 03
    Sign and date: Have an authorized signer sign and date the form exactly as governance documents require.
  • 04
    Submit and pay: File via the Secretary of State online portal or accepted paper method and pay the applicable state filing fee.

Online filing configuration and workflow settings

When filing electronically, configure authentication, file format, payment method, and attachment rules to meet state requirements.

Field Configuration
Filing method Secretary of State online portal or approved e-filer service
Authentication ESIGN/UETA-compliant consent; email or stronger signer verification
Document format PDF or state-accepted electronic form format
Payment Credit card, e-pay, or other state-accepted tender

Where the form goes after you submit it

Understand the typical routing and confirmation steps after you file to ensure the record updates and you retain proof of submission.

  • Upload: Submit the completed form through the Secretary of State portal or approved vendor upload.
  • Payment: Pay the required state filing fee during submission and retain payment confirmation.
  • Processing: The Secretary of State validates the submission and posts the updated record if accepted.
  • Confirmation: Receive and save the filing confirmation and any filed copy or certificate for your records.

Technical requirements for digital completion and filing

Ensure your chosen e-filing or e-signature solution supports required formats, secure transport (TLS), and an auditable trail for compliance.

  • File formats: PDF and DOCX are commonly accepted for supporting documents
  • Integrations: Connectors include Salesforce, NetSuite, Google Workspace, and Microsoft 365
  • Authentication: Email-based, SMS code, or SSO options for signer verification

Timing and typical filing deadlines to watch

Deadlines vary by entity type and by the date of original formation; prepare filings early to avoid late fees or administrative action.

Initial filing window:

Often due within 90 days of formation for newly registered entities

Recurring schedule:

Required periodically (annual or biennial) depending on entity classification and state rules

Processing time:

State processing can range from same-day electronic acceptance to multiple business days for review

Late filing effects:

Late or missing filings can generate administrative penalties or loss of good standing

Amendments window:

File promptly after any reportable change to keep records current

Key milestones from formation to ongoing reporting

A concise milestone timeline helps calendar compliance and reduce the chance of missed filings or penalties.

01

Entity Formation

Articles filed and Secretary of State assigns a file number to the new entity.

02

Initial Statement

Complete and file the initial Statement of Information within the state-specified initial period.

03

Regular Reporting

Submit successive Statements of Information on the schedule set by the Secretary of State for your entity type.

04

Record Updates

Amend the statement promptly after changes to address, agent, officers, or managers.

Common preparation mistakes to avoid

  • Using a trade or DBA name instead of the exact legal entity name leads to rejected filings and mismatched records.
  • Entering an incorrect or out-of-state principal address that prevents proper service of process and delays notices.
  • Failing to update the registered agent after a change in representation causes missed legal notices and potential default judgments.
  • Submitting incomplete officer or manager information or unsigned forms that the Secretary of State can return or reject.

Penalties and risks from incorrect or late filings

Monetary penalties: Administrative fines or late fees may be assessed
Loss of standing: Entity could lose good standing or face suspension
Service issues: Legal notices may not reach the entity reliably
Increased scrutiny: State may require corrective filings or audits
Business interruption: Contracting or licensing may be impacted by delinquent status
Reinstatement cost: Costs and paperwork to reinstate can be higher than timely compliance

Real-world examples of filing and recordkeeping

These customer examples illustrate practical outcomes when companies maintain current Statements of Information and leverage digital workflows.

Brian Fitzgibbons, Optica Ventures LLC

The interface is simple and easy-to-use for our team.

  • Quick filing cut turnaround time substantially.
  • Keeping the Statement of Information current reduced administrative inquiries and ensured service-of-process routing matched our registered agent records.

Tim Martin, Martin Properties

I can process and execute all of these documents online with 100% compliance and built-in security.

  • Mobile-friendly signing simplified remote management.
  • The ability to file and retain a signed copy helped our property management team keep corporate records current across jurisdictions.

Download and recordkeeping options after filing

After the Secretary of State accepts a filing, retain a filed copy and supporting proofs in durable formats for audit and compliance.

Filed Copy

Save the confirmation and filed copy provided by the Secretary of State as the official record of submission.

PDF Archive

Store a PDF/A or standard PDF of the signed form in your compliance repository for retrieval and audit.

CSV / Database

Extract key fields into a CSV or records database to track upcoming due dates across multiple entities.

Retention Certificate

Keep proof of payment and signature authentication records alongside the filed document for legal defensibility.

Practical tips for efficient and accurate filing

Apply consistent internal controls and calendar reminders to reduce last-minute filings and rework.

Centralize entity data
Maintain a single authoritative entity record with legal name, file number, addresses, and officer lists to populate all filings and avoid mismatches across state submissions.
Use digital signatures and audit trails
Capture signer intent and identity with auditable e-signature records so you can reproduce who signed, when, and from which IP or device if questions arise later.
Calendar recurring deadlines
Set reminders well ahead of due dates for initial and recurring Statements of Information to allow time for internal review and corrections.
Validate agent details
Confirm registered agent name and street address before filing to prevent service interruptions and returned notices.

How the Statement of Information differs from similar filings

Compare the Statement of Information with related filings to clarify purpose and timing differences across document types.

Criteria Statement of Information Annual Report
Purpose update public record financial and compliance reporting
Timing periodic entity update typically annual
Notarization usually no sometimes yes depending on state
Authority secretary of state various state agencies

Typical eSignature vendor pricing and capability snapshot

A side-by-side pricing view helps select an eSignature provider for preparing, signing, and storing Statements of Information and related filings.

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

Frequently asked questions about filing and errors

Answers to common questions about the California Statement of Information Form, filing methods, corrections, and electronic signing considerations.


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