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A Statement of Information Form lets state governments know who runs your business and how to reach them. In California and other states, companies must file this form to keep their business records current, typically listing key details like officer names, business addresses, and the company's registered agent.

Think of it as your company's official ID card - it helps prevent fraud, ensures transparency, and makes it easy for people to contact your business legally. Most states require corporations and LLCs to submit this form regularly, often annually or every two years, with penalties for missing the deadline.

File your Statement of Information Form right when you start a new corporation or LLC - most states require it within the first 90 days. You'll need to submit it again whenever key business details change, like moving your office, switching registered agents, or updating officer information.

Many states also require regular filings even without changes - California needs it every year for corporations and every two years for LLCs. Missing these deadlines can lead to penalties, loss of good standing, and complications when seeking loans or signing contracts. Set calendar reminders to stay ahead of filing requirements.

• Account Statement Form: Basic version focused on financial records and transaction history
• Acknowledgement Statement For Policy: Used when employees confirm understanding of company policies
• Statement Of Consent: Captures formal agreement for specific actions or disclosures
• Annual Corporation Form: Most common type, filed yearly with officer and address updates
• LLC Biennial Form: Similar content but filed every two years for limited liability companies

• Business Owners & Officers: Responsible for ensuring accurate, timely filing and signing the form as company representatives
• Corporate Secretaries: Often handle preparation and submission of the form as part of their compliance duties
• Registered Agents: Listed on the form as official contact points for legal documents and state communications
• State Agencies: Receive, process, and maintain these forms as official business records
• Legal Counsel: Review forms for accuracy and help ensure compliance with state requirements

• Basic Details: Gather your business name, entity number, and formation date from original filing documents
• Current Leadership: List names and addresses of all officers, directors, and managers with their titles
• Business Locations: Document principal office address and mailing address if different
• Agent Information: Confirm current registered agent name and California street address
• Business Activity: Prepare a brief description of your primary business activities
• Filing Timeline: Check your state's deadline requirements and mark your calendar for future filings

• Entity Information: Legal business name, entity number, and state registration details
• Principal Office: Physical street address where business operates (P.O. boxes not accepted)
• Leadership Details: Names and addresses of all officers, directors, or managers with titles
• Agent Information: Name and physical address of registered agent for service of process
• Business Type: Description of primary business activities and industry classification
• Certification: Declaration under penalty of perjury that information is true and correct
• Signature Block: Authorized representative's signature, printed name, and date

A Statement of Information Form differs significantly from a Confirmation Statement, though both involve business reporting. Here are the key distinctions:

• Filing Requirements: Statement of Information Forms are mandatory in specific U.S. states like California, while Confirmation Statements are typically used in UK corporate compliance
• Information Scope: Statement of Information focuses on current business details and leadership, while Confirmation Statements include share capital, shareholdings, and more comprehensive corporate structure details
• Filing Frequency: Statements of Information often require annual filing for corporations and biennial for LLCs, whereas Confirmation Statements follow different timelines based on incorporation date
• Legal Purpose: Statement of Information maintains basic public record accuracy, while Confirmation Statements serve as a more detailed corporate governance tool