Filing Statuses
A Filing is ACI - What are we waiting for?
What is, The client to fill out ORA for a filing.
What is the difference between Services Requiring Attention (SRA) and Orders requiring attention (ORA)? Also, what is Orders Requiring Verification? ORV?
What is,
Orders Requiring Attention - We need then to log in and fill something out.
Services Requiring Attention - They just added RA Service and we need contact details for the communications contact
How do you verify an account when a client calls in?
What is phone number, Email, Acct Owners name. We need 2 pieces of verification before continuing.
What do each of our mailing services cost?
What is,
10 Documents Opened, Scanned and Virtually Forwarded for $49 per year
25
Documents Opened, Scanned and Virtually Forwarded for $99 per year
Virtual Office - $19 per Month also offers
What States do we NOT offer premium mail services?
What is, any state other than WY.
We see that a COA has sat in Submitted to State for about 3 weeks. What should we do?
We check the State Record to See if it has processed.
When a filing is on ACI, what do we need?
What is,
We need the client to fill out ORA
What is our legal registered agent information to list on the Secretary of State (SOS)?
What is,
Registered Agents Inc
30 N Gould St Ste R
SHERIDAN COUNTY
Sheridan, WY, 82801, USA
Or..
Registered Agents Inc
30 N Gould St Ste B
SHERIDAN COUNTY
Sheridan, WY, 82801, USA
For Best WY Agents
CEI - They want a Doc mailed to them. How much is the Service fee?
What is $9
What is included in our VO pkg that is not in the open and scan packages?
What is,
Unlimited Mail
Phone Service
VO lease
A filing is in Pending Final Review. What kind of filing is this?
What is, Formation
You see that a filing is awaiting client signature. What kinds of filings could it be?
EIN - Without SS4
Scorp
8822-B
IRS Filings
What is a domestication VS foreign registration filing?
What is,
Domestication= Moving from 1 state to another
Foreign Registration= Obtaining authority for an existing company to do business in another state.
What is RA mail?
What is, Service of Process and SOS mail
Who SHOULD be receiving mail?
What is Mostly the Account Owner and Company.
A filing is on WOI. How do we find out what is needed?
What is, check the notes
A filing is waiting on COGS. What are we waiting on?
What is, Certificate of Good Standing.
How far in advance do we invoice clients for RA and AR?
What is, 90 days
What Shipper do we not use?
What is, DHL.
What is the template we use to request a document be shipped on behalf of a client?
What is,
Company Name:
Company Link:
Document Date:
Document Description:
Shipping Address:
Any Additional Information:
A Filing is showing Submitted to USPTO. What filing is it?
What is, Trademark
What filing or service do we offer that may hold the status of, Submitted to Newspaper?
What is,
NY Publication
A filing is pending tax ID. What filing is it?
What is,
BOI
A client received 1 debit card each for each of their 2 companies. Can they bundle them?
What is, no. We do not bundle across companies.
If you find a piece of mail that doesnt belong to the client that received it, what do we do?
What is, Email Digital Mail