If your company was formed before you joined, add it so Institution can organize its records, registered agent details, and compliance information.
Steps
- Open Company, then Formation, and choose Add existing company.
- Enter the legal company name, the state of formation, and the entity type.
- Add the business address, the state filing number if you have it, and the tax treatment.
- List owners and management, with ownership percentages where they apply.
- Upload formation documents, such as the certificate of formation, the operating agreement, or a good standing certificate, if you have them.
- Note who your registered agent is today and, if you want help, request Institution coordination.
- Save. You see Company added successfully.
If you stop partway, the draft is kept, and you can finish it later.
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