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Company Formation Checklist

Company Formation Checklist Remindoo is designed to streamline company formations into a professional and structured process. Using our dedicated templates supports legal compliance while building a permanent audit trail to protect your firm and your

Remindoo is designed to streamline company formations into a professional and structured process. Using our dedicated templates supports legal compliance while building a permanent audit trail to protect your firm and your clients.

Choose a Company Name

Start by choosing a name that is both available and compliant with US laws. The name you choose must not be the same as an existing entity and should not include sensitive or restricted words. This stage helps secure the brand identity of a client while complying with Secretary of State guidelines.

Registered Office Address

Your US company must have a US address where the official mail can be delivered. This address is publicly visible on the Secretary of State register. Some businesses use a professional service provider’s address to maintain privacy. Moreover, you must maintain and update your registered office address with Secretary of State if it changes

Share Structure Details

You are also obliged to provide the Statement of Capital, which includes the types and number of shares that are being issued. It is the legal foundation of the company’s ownership and must be clearly documented to avoid confusion during future dividends or share sales.

Choose a SIC Code

This code describes the real nature of the business to the government bodies. If the company has diverse activities, it can choose multiple codes. The primary code should reflect the core business model to ensure accurate data for tax and statistical purposes.

Company Directors’ Details

Directors are legally responsible for the management of the company. You must collect specific personal information to appoint them, including their service address and their residential address.

Person With Significant Control (PSC)

A PSC either owns or controls your company. As the US corporate law emphasises transparency and requires companies to identify. So, it is important to register any individual who meets one or more of the following criteria:

Owns more than 25% of the company’s shares.
Holds more than 25% of the company’s voting rights.
Has the right to exercise major influence or control over the company.

Final Submission

Once the necessary data is collected, the final application (Form IN01) is submitted to Secretary of State. Moreover, several post-incorporation tasks must be completed so the company is fully operational and compliant from the outset.

Handle Company Formation with Remindoo

Company formation involves multiple setup and compliance steps that must be completed accurately from the start. Remindoo manages company formation as a one-off service, giving firms a structured way to handle incorporations without relying on memory, emails, or spreadsheets. By using predefined tasks, subtasks, and checklists, your team can follow a consistent process and maintain clear records for every formation.

How It Works

Set up Company Formation as a one-off service in Remindoo
Create tasks and subtasks covering each stage of the formation process
Add checklists to confirm all statutory and setup requirements are completed
Allow team members to use the built-in tasks, subtasks, and checklists when working on individual formations
Assign tasks to team members for clear responsibility and accountability
Track progress and activity in a central system, creating a full audit trail
Store notes, documents, and references within each task for future review

With Remindoo, company formations are handled in a structured and controlled way. Every step is documented, nothing is missed, and your firm retains a complete audit trail without the need for spreadsheets or manual tracking.

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