Entity Name
Legal corporate name exactly as recorded with the state, including punctuation and suffix (Inc., Corp., LLC).
A clear, accurate extract streamlines identity checks for banks, counterparties, and regulators, reduces follow-up requests, and documents a company's formation facts for legal recordkeeping.
The extract supports internal records and third-party verification across finance, legal, and compliance workflows.
| Field | Configuration |
|---|---|
| Entity Name | Required text field with validation against state registry |
| File Number | Alphanumeric field; exact match required |
| Verification Step | Add reviewer approval and document checklist |
| Delivery | Configure PDF output and delivery method |
Ensure the chosen service can produce tamper-evident PDFs, capture signer attribution, and retain audit records for the required retention period.
Varies by state; allow 1–10 business days
Many states offer expedited services for additional fees
Add mailing or courier time if physical copy required
Allow 2–5 business days for legal or compliance review
Re-check status before major transactions; data may change
File search or state request is initiated.
State verifies record and issues extract.
Legal/compliance confirms details and signs off.
Deliver to recipient and store certified copy.
Legal corporate name exactly as recorded with the state, including punctuation and suffix (Inc., Corp., LLC).
Official formation or incorporation date in MM/DD/YYYY format as shown on state records.
The state or jurisdiction where the certificate was filed; this determines governing statutory framework.
The state-assigned file or registration number used for quick lookup in state databases.
Name and street address of the agent for service of process as recorded in state filings.
Current status (active, suspended, dissolved) and, where requested, a certified statement or state seal verifying the extract.
The corporate secretary or other authorized officer typically authenticates extracts and can attest to company records in a two-to-three sentence confirmation.
A registered agent may provide address verification and confirm receipt of legal documents in a short attestation to the entity's state registration.
Optica Ventures needed proof of existence for account opening
Xerox attached extracts to vendor onboarding records
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies | Varies | Varies | Varies |