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Company Formation

Learn how company formation requests, business names, formation documents, EIN requests, and post-formation steps work.

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All company formation articles

Getting started with company formation

How to begin company formation with Institution.

Updated 2026-07-28

What information is needed to form a company

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

Choosing a company name

What this means in Institution and how it affects your account.

Updated 2026-07-28

How business-name availability works

How this works in Institution, and what it means for your account.

Updated 2026-07-28

Choosing a state of formation

What this means in Institution and how it affects your account.

Updated 2026-07-28

Understanding LLC formation

What lLC formation means in Institution and how it affects your account.

Updated 2026-07-28

Understanding corporation formation

What corporation formation means in Institution and how it affects your account.

Updated 2026-07-28

What happens after submitting a formation request

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

How to check your formation status

Step by step guidance for checking your formation status in your formation request.

Updated 2026-07-28

Understanding formation documents

What formation documents means in Institution and how it affects your account.

Updated 2026-07-28

Where to find formation documents

Where to find this in your workspace, and how to get a copy.

Updated 2026-07-28

What an operating agreement is

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

What bylaws are

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

What an EIN is

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

How to request an EIN

Step by step guidance for requesting an EIN in your formation request.

Updated 2026-07-28

What information is needed for an EIN request

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

What happens after an EIN request is submitted

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

Why an EIN request may require additional information

Common reasons this happens, and how to move the item forward.

Updated 2026-07-28

How to correct information on a formation request

Step by step guidance for correcting information on a formation request in your formation request.

Updated 2026-07-28

How to update an address before filing

Step by step guidance for updating an address before filing in your formation request.

Updated 2026-07-28

How to update an owner before filing

Step by step guidance for updating an owner before filing in your formation request.

Updated 2026-07-28

What to do after your company is formed

What to do next, and who to contact if you need help.

Updated 2026-07-28

Opening a business bank account after formation

What this means in Institution and how it affects your account.

Updated 2026-07-28

Keeping business and personal finances separate

What this means in Institution and how it affects your account.

Updated 2026-07-28

Understanding post-formation compliance

What post-formation compliance means in Institution and how it affects your account.

Updated 2026-07-28

How to ask a formation question

Step by step guidance for asking a formation question in your formation request.

Updated 2026-07-28

What Institution can and cannot change after filing

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

How to request company amendments

Step by step guidance for requesting company amendments in your formation request.

Updated 2026-07-28

How to obtain certified documents

Step by step guidance for obtaining certified documents in your formation request.

Updated 2026-07-28

How to request a certificate of good standing

Step by step guidance for requesting a certificate of good standing in your formation request.

Updated 2026-07-28

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