Establish template
Formation decision record
Establish template
Formation decision record
How to use it
Capture the decisions that lock in before the entity is formed, so the record survives beyond the person who filed it.
Fill in every field before filing. Retain a copy with the formation package so future counsel, tax professionals, and reviewers can see how the entity was set up and why.
Who owns each field
Owned by the founder or the person authorising formation. Institution stores the completed record alongside filing confirmations.