Entity Modification
This type of OSI is required to change an entity's details with the state.
What is an Amendment?
These people are in charge of putting away the filed articles when they're not immediate.
Who are the processing admins?
These forms are required to obtain an EIN.
What are a SS-4 and an EIN Authorization?
This OSI stage is used to send an OSI back to the CSC.
What is Back to CSC?
This piece of contact information is required to send Binder Documents to a client via DocuSign.
What is an email address?
This type of filing allows an entity to do business in another state while keeping the original filing in its original state.
What is a Foreign Filing?
This address is used when a client is using CAP, but the state requires an in-state address.
What is the Registered Agent Address?
This tax status is the default for an entity with 2 members who are not married.
What is a Partnership?
This OSI stage is used when we have submitted a filing to the state.
What is Submitted to SOS?
This method is the default method of sending Limited Partnership binders.
What is physical?
We would need this type of OSI to redo Binder Documents for an entity that just had its name changed with the state.
What is a Restatement?
This is the Registered Agent service we use when we cannot use Anderson Registered Agents.
What is Northwest Registered Agents?
This is what a married couple needs to live in to have a tax status of disregarded with themselves as 2 members.
What is a Community Property State?
This kind of OSI is required to record the fees that are submitted to each state to pay for filings.
What is a Filing Fee OSI?
This is generated within the binder documents before we save it.
What is a Table of Contents?
This document is often required by states when submitting a foreign filing.
What is a COGS?
This is required before filing a LLC in New York and the OSI is sent back if it is not provided.
What is the county?
This IRS error means there is a similar name that is conflicting with the name of the entity we are filing.
What is an Error 101?
This person is typically the one who sent the OSI to processing and is not always the assigned CSC.
Who is the Fulfillment Coordinator?
This document is generated within the binder documents when the client has CAP services and is using the CAP address. It is also optional.
What is a Lease Agreement?
An alternate name that is filed with a state or county that allows a company to do business under that name.
What is a DBA?
This section of the Handbook provides the Incorporator/Organizer information and Signor title for each state.
What is Formation Signatures?
This tax status is elected when a form 2553 is submitted to the IRS.
What is S-Corp?
This person is always assigned as the mail clerk when sending binder documents physically.
Who is Ana Hodgers?
This type of OSI is required to send a physical binder once a digital binder has been signed.
What is a DocuSign Reprint OSI?