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Healthcare Professional Corporation

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HEALTHCARE PROFESSIONAL CORPORATION ORGANIZATION & CREDENTIALING FORM

This form collects organizational, professional and credentialing information for a Healthcare Professional Corporation seeking recognition, enrollment, credentialing, or affiliation. Completion and signature by an authorized corporate officer constitutes certification under penalty of perjury that the information provided is true, complete and accurate to the best of the signer's knowledge, and that the corporation will comply with applicable laws and professional practice requirements.

1. CORPORATION IDENTIFICATION

Entity Type:

State of Formation:    Date of Incorporation:

Business Phone:    Business Email:

2. CORPORATE NPI & PAYOR IDENTIFIERS

3. PROFESSIONAL SHAREHOLDERS / LICENSED PROVIDERS

Provide information for each licensed professional who is a shareholder, director, officer or who will render professional services on behalf of the corporation. Attach additional pages if necessary.

License Type/Discipline:    License Number:    Issuing State:

NPI Number:    Date of Birth:

Specialty:    Contact Phone:

License Type/Discipline:    License Number:    Issuing State:

NPI Number:    Date of Birth:

Specialty:    Contact Phone:

4. OFFICERS & REGISTERED AGENT

5. PROFESSIONAL LIABILITY INSURANCE

Policy Number:    Limits of Liability:

Effective Date:    Expiration Date:

6. SCOPE OF PROFESSIONAL SERVICES

7. ATTESTATIONS, REPRESENTATIONS AND CERTIFICATIONS

By signing below, the authorized officer certifies and represents that: (a) the corporation was duly formed under the laws of the State of formation identified above and is properly authorized to conduct the professional services described herein; (b) all shareholders, officers and persons providing professional services on behalf of the corporation hold currently valid and unrestricted licenses in the jurisdiction(s) where services are rendered; (c) the corporation and its professionals are not currently excluded from participation in federal health care programs and will notify the requesting organization in writing within thirty (30) days of any change in legal or licensure status, malpractice claims made against the corporation or its providers, disciplinary actions, or exclusions; (d) the information provided in this form is true, complete and accurate to the best of the signer's knowledge, and the signer understands that intentional falsification or omission of material facts may subject the signer and the corporation to civil and/or criminal penalties and may result in denial or termination of membership, privileges, contracts, or payor enrollment.

The corporation further certifies that it maintains policies and procedures to ensure that professional services are rendered only by appropriately licensed individuals and that records of services rendered will be maintained in compliance with applicable law and retained for the minimum period required by law.

8. HIPAA AUTHORIZATION & PRIVACY ACKNOWLEDGMENT

The corporation acknowledges its obligations under applicable health information privacy laws and certifies that it has implemented administrative, physical and technical safeguards to protect protected health information. The corporation authorizes the release of professional, licensure, disciplinary, malpractice and credentialing records, and limited protected health information, as necessary for credentialing, contracting, payor enrollment, utilization review and quality assessment, in accordance with applicable law.

HIPAA & Privacy Acknowledgment:

9. DISCLOSURES

Has any shareholder, officer or provider associated with the corporation ever had a professional license suspended, revoked, restricted, or subject to disciplinary action, or been sanctioned by a government agency, or been convicted of a felony related to health care?   

10. AUTHORIZED REPRESENTATIVE CERTIFICATION

I certify under penalty of perjury under the laws of the applicable jurisdiction that I am an authorized officer or agent of the corporation and that the foregoing information is accurate and complete. I authorize release of information necessary to verify the statements made in this form, including verification of licensure, board certification, malpractice history, and government program exclusions.

Printed Name:

Title:

Signature:

Date:

Enter text✕

What a Healthcare Professional Corporation Is and when it’s used

A Healthcare Professional Corporation (often filed as a Professional Corporation, PC, or Professional Association, PA) is a state-law business entity reserved for licensed healthcare professionals. It lets physicians, dentists, chiropractors, and other licensed clinicians provide services through a corporate structure while complying with state professional practice rules. Formation requires filing articles or an application with the state Secretary of State (or equivalent) and typically requires disclosure of professional licenses, corporate officers, and the controlled scope of permitted professional activities.

Why organizations choose a Healthcare Professional Corporation

A Professional Healthcare Corporation clarifies governance for licensed providers, can offer limited liability for shareholders, formalizes tax classification options, and helps meet state board and credentialing requirements while keeping professional practice separate from other business activities.

Why organizations choose a Healthcare Professional Corporation

Who typically forms or completes this corporate filing

Professionals and administrators commonly involved in formation and maintenance are listed below.

  • Solo or group physicians and surgeons who must meet state licensure rules and practice restrictions.
  • Dentists, podiatrists, and other licensed clinicians organizing a practice under state professional corporation statutes.
  • Practice managers, general counsel, or administrative staff who prepare corporate documents and manage filings.

These roles collaborate with counsel, accountants, and state filing authorities to complete and maintain the corporation.

Core components included in a Healthcare Professional Corporation filing

The document package typically combines statutory formation items with professional-specific statements and internal governance documents required by state law and credentialing bodies.

Articles of Incorporation

The statutory filing document names the professional corporation, purpose, incorporator, and professional license confirmations; it must meet the Secretary of State’s format and include required license disclosures.

Bylaws

Internal governance rules covering meetings, officer duties, shareholder voting, and procedures for admitting or removing licensed shareholders; bylaws should align with professional board standards and licensing constraints.

Shareholder Agreement

Agreement among owners addressing ownership transfer restrictions, buy-sell terms on disability or death, restrictions to licensed professionals, and how professional licensure affects shareholding.

License and Qualification Statements

Sections that identify each licensed shareholder, their license numbers, issuing state, and attestation that services will be performed only by licensed individuals as required by state statute.

Corporate Minutes and Resolutions

Initial organizational minutes, election of directors/officers, and resolutions authorizing bank accounts, tax elections, and agent appointments; required for bank setup and credentialing.

Tax Election Documentation

Documentation of federal tax classification (C corporation, S corporation, or passthrough) and any timely IRS elections, including required shareholder consents and Form 2553 where applicable.

Essential fields you must provide

Entity name: Exact legal name
Professional license: Number and state
Registered agent: Name and address
Principal address: Street, city, state, ZIP
Shareholder list: Names and shares
EIN: Federal employer ID

Step-by-step: forming your Healthcare Professional Corporation

Follow these steps to prepare, file, and complete post-filing tasks for a professional corporation.

  • 01
    Prepare documents: Gather license info and draft articles
  • 02
    File with state: Submit articles and pay filing fee
  • 03
    Obtain EIN: Apply with IRS for EIN
  • 04
    Adopt bylaws: Record minutes and elect officers

Customizing online completion and routing

Configure a digital workflow so each signer sees only the fields they must complete and receives a secure copy when signing is finished.

Field Configuration
Template Save articles and bylaws as reusable templates
Conditional fields Show license fields only for professional signers
Signer roles Assign incorporator, officer, and witness roles
Authentication Use email plus optional SMS or KBA

Digital signing, compliance, and platform needs

Use a secure eSignature platform that supports audit trails, multi-factor signer authentication, and HIPAA protections when handling PHI.

  • Integrations: Salesforce, NetSuite, Google Workspace
  • Formats: PDF, DOCX, HTML supported
  • Security: TLS 1.2/1.3 and AES-256

Where to file, send, and distribute the completed corporation documents

After signatures are captured, distribute executed copies to state agencies, bank partners, tax advisors, and credentialing organizations as required.

  • Secretary of State: File signed articles or upload per state portal
  • IRS and payroll: Provide EIN and tax election documents to IRS
  • Professional boards: Send license attestations to state boards
  • Banking and payer setup: Share signed minutes and EIN with banks

Key filing and tax deadlines to calendar

Track formation, election, and recurring deadlines to avoid late fees and administrative complications.

Formation filing:

File articles with state SoS according to state processing timelines

EIN issuance:

Apply for EIN immediately after filing to enable banking and payroll

Tax returns:

S-corp: Form 1120-S due Mar 15; C-corp: Form 1120 due Apr 15

Annual report:

State annual report due per state schedule; late fees apply

Shareholder statements:

Issue K-1s or equivalent by Mar 15 for S-corporations

Practical tips for accurate, efficient completion

Apply these practices to reduce review cycles and ensure the corporation meets regulatory and payer requirements.

Keep license data current
Verify each professional’s license number and issuing state before filing. Inaccurate license information can lead to rejection by state agencies and credentialing bodies; maintain a checklist of renewal dates, carry copies of active licenses, and confirm specialty designations explicitly in formation documents.
Use consistent legal names
Use the same legal entity name across all filings, bank accounts, and tax documents. Inconsistencies between the articles of incorporation, EIN application, and bank records often cause administrative holds and require amendment filings that incur extra fees and processing delays.
Attach supporting documents
Include license copies, shareholder consents, and any required professional board approvals with the initial filing when permitted by the state. Proactive inclusion reduces follow-up requests, shortens processing time, and clarifies the professional scope of the entity for reviewers.
Confirm electronic acceptance
Before relying on eSignature or RON, verify the state allows electronic filing and whether a notary or witness is required. If handling protected health information, execute a BAA with your eSignature vendor to meet HIPAA obligations.

Common mistakes to avoid when preparing this filing

  • Submitting an entity name that conflicts with state records, causing a required name change and delay.
  • Using inconsistent signer names across documents, creating banking and tax reconciliation problems.
  • Failing to include professional license numbers or proof of licensure, triggering agency rejections.
  • Neglecting to execute required shareholder consents or buy-sell provisions, complicating future ownership transfers.

Penalties, liabilities, and compliance risks

Loss of protection: Personal liability exposure
Regulatory fines: State board penalties
Tax penalties: Late filing fines (IRC rules)
Credentialing delays: Payer enrollment setbacks
Invalid filings: Rejection by SoS
HIPAA violations: Civil monetary penalties

Who typically signs and certifies these documents

Managing Physician

A managing physician or licensed shareholder typically signs the professional attestation sections and certifies that the corporation will provide services only through licensed individuals. This signer must include license number and title and may be required to provide supporting documentation to the state or credentialing organizations.

Practice Administrator

A practice administrator or corporate officer usually handles operational sections, signs organizational minutes, and submits filings to the Secretary of State. This person coordinates tax elections, banking setup, and distribution of fully executed corporate records to stakeholders.

Real-world scenarios where a Healthcare Professional Corporation is used

These illustrative cases show common formation reasons and filing outcomes for professional healthcare entities.

Solo Practitioner Formation

A single physician forms a PC to separate clinical practice income and limit personal exposure

  • The physician files articles with license attestation and obtains an EIN
  • After formation, the physician adopted bylaws, opened a practice bank account, and registered with payers for credentialing and reimbursement.

Multi-Specialty Group Reorganization

A group of clinicians reorganizes into a professional corporation to formalize ownership and buy-sell terms

  • The team used shareholder agreements and license disclosures to satisfy state requirements
  • Post-filing they elected S-corp tax status, prepared minutes, and updated payer contracts to reflect the new entity.

eSignature vendor comparison for executing Healthcare Professional Corporation documents

Below is a concise feature and pricing comparison focused on capabilities relevant to professional corporation workflows and HIPAA needs.

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 Healthcare Professional Corporation filings

Answers to common questions about formation, signatures, notarization, retention, and compliance when using electronic workflows for professional corporations.


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