Receive Corp Questionnaire
What do we review
review all info on CQ and Notes in PP and confirm address, state of incorporation, etc.- check name availability - if name not available email client for alternative name choices)
When Arts come back from state
save to corporate file
We convert these pages
to a word then to PDF
IN the folder and in Bookkeeping folder
Where do we save receipt
a corporate record book that contains all of the essential legal and governance documentation about a corporation and its history.
What is the Minute book
Prepare Articles of Inc
Our 1st step in PP: Set up a folder for all documents & Merge documents in Pension Pro – Sig pages, Bylaws, CBL and then prepare SS-4 Applications for Corp and Plan
What do we send to client?
Send Arts filed email from ourselves to the client attaching the Arts & Filing letter
The Banking Support Docs- Corp includes this
The 1st page letter, the following pages after the SS4 applications, the Description page and last page
Doing business as
What is a DBA
In the project and also in the Stock Project
Where is Minute book 1 & @ found in PP
What documents do we add
@ SS4 application, All folders and Filing Requirement letter
Complete Incorpration
The 2nd step of our process
The SS4 application's will get edited with this
the EIN #
The corporate folder is updated
We remove the unsigned SS4 applications & unsigned sig pages
Pages 18 - 22 of MB #1
What Pages we change or correct in the Minute book
What do we add in PP
In Project we add state of Inc., Authorized shares, All officers, address, phone, Employer data, & contacts
What are the docs & the order of them in this step
In order: The Signature pages, the 2 SS4 application pages
In outlook we send these
the Banking Support Docs- Corp & Bylaws
24 hours later
We obtain the Plans EIN #
Shares of its common stock pages, dates & ledger
The number we add to the MB 2 sections & pages if more than one, and CORPORATE RECORD OF SHARES ISSUED
Next step
File the articles of inc. with the state
What is next?
Send out Signature Pages and SS-4 Applications to clients from AdobeSign to all the directors
The EIN Number goes here
In PP & the time obtained
Complete Set Up
This is the 3rd & Final step in PP
Shareholder(s) of the Corporation
The final page we edit on MB 2, MINUTES OF FIRST MEETING OF SHAREHOLDERS