Managed Services

All Services

• Can I preview my filings?
• How to use Comments
• How to download your license and entity registration lists
• Can I get my power of attorney notarized outside the United States?
• What is the status of my project?
• How safe is it for me to share my information with you?

Beneficial Ownership Information (BOI) Reporting

• How to find the BOI Reporting Information Form
• Completing Your BOI Information Form: Initial Instructions [Video]
• Completing Your BOI Information Form: Company Information [Video]
• Completing Your BOI Information Form: Individuals Information [Video]
• Completing Your BOI Information Form: Review and Submission Page [Video]
• Beneficial Ownership Information (BOI) FAQs

Managed Annual Report Service

• What do you need to start my Managed Annual Report Service Project?
• How do I complete my Annual Report Information Form?

Managed Annual License Service

• Where should I return my information request form?

Annual Charitable Solicitation Registration

• What are nonprofit officers, directors, and shareholders?
• Where should I return my information request form?
• What documents do I need to provide for my charitable solicitation registration?
• How To Replace a Lost 1023 or 1024 Application
• Which States Require Form 990 to be Filed?

Managed Annual DBA Service

• Doing Business As (DBA) name FAQs
• How to self-manage your DBAs in Entity Manager
• What is Managed Annual DBA Service and how does it work?