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Statement of Information

Draft Corporate Statements of Information in Minutes

8 minutes with CaseMark

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2. Upload the files you want analyzed.

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Statement of Information

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Workflow

Statement of Information

Overview

Preparing Statements of Information manually is tedious and error-prone, requiring careful data entry across multiple sections while cross-referencing corporate records, officer lists, and registered agent details. Missing deadlines or filing inaccurate information can result in penalties, administrative dissolution, or loss of good standing with the Secretary of State.

Preparing Statements of Information is tedious, time-consuming work that requires gathering data from multiple corporate documents, verifying current officer and director information, and ensuring compliance with state-specific requirements. Missing deadlines or filing inaccurate information can result in penalties, corporate suspension, or loss of good standing. Manual preparation takes hours and risks costly errors.

CaseMark automatically extracts corporate data from your uploaded documents and generates accurate, jurisdiction-compliant Statements of Information in minutes. Our AI cross-references multiple sources to ensure consistency, identifies required fields for your specific state, and produces ready-to-file documents that maintain your corporation's good standing.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Form Header with Filing State and Due Date

  • Corporation Identification (Name, Entity Number, State)

  • Business Addresses (Principal Office Street and Mailing)

  • Complete Directors List with Addresses

  • Officer Information (CEO, Secretary, CFO)

  • Registered Agent for Service of Process

  • Type of Business Description

  • Execution Block with Affirmation and Signature Lines

What it handles

  • Form Header with Filing State and Due Date

  • Corporation Identification (Name, Entity Number, State)

  • Business Addresses (Principal Office Street and Mailing)

  • Complete Directors List with Addresses

  • Officer Information (CEO, Secretary, CFO)

  • Registered Agent for Service of Process

  • Type of Business Description

  • Execution Block with Affirmation and Signature Lines

Required documents

  • Articles of Incorporation

    Original incorporation documents showing legal entity name and corporate structure

    PDF, DOC, DOCX

  • Current Corporate Records

    Recent board resolutions, officer appointments, and organizational records

    PDF, DOC, DOCX, XLS, XLSX

Supporting documents

  • Corporate Bylaws

    Governing documents outlining officer roles and corporate procedures

    PDF, DOC, DOCX

  • Prior Statement of Information

    Previous SOI filings for reference and consistency verification

    PDF, DOC, DOCX

  • Registered Agent Agreement

    Documentation of registered agent designation and acceptance

    PDF, DOC, DOCX

  • Foreign Qualification Certificate

    Certificate of authority if filing as a foreign corporation

    PDF, DOC, DOCX

Why teams use it

Generate complete, filing-ready Statements of Information in under 10 minutes

Eliminate data entry errors with AI-powered extraction from corporate records

Ensure compliance with Secretary of State requirements across all jurisdictions

Never miss filing deadlines with automated due date tracking and reminders

Maintain consistent formatting and completeness across all corporate filings

Questions

What is a Statement of Information and why is it required?

A Statement of Information is a mandatory corporate compliance document filed periodically with the Secretary of State that provides current information about a corporation's officers, directors, registered agent, and business address. It serves as the official public record of corporate management and ensures the state has accurate contact information for legal notices and service of process. Most states require these filings annually or biennially to maintain corporate good standing.

How does CaseMark generate a Statement of Information?

CaseMark analyzes your uploaded corporate documents—including articles of incorporation, bylaws, board resolutions, and prior filings—to extract current officer, director, and registered agent information. The AI cross-references multiple sources to ensure accuracy and consistency, then generates a compliant Statement of Information formatted for your specific state's requirements. You simply review and file the completed document.

What happens if I file my Statement of Information late?

Late filing of a Statement of Information typically results in monetary penalties that increase over time. Continued non-compliance can lead to suspension of the corporation's powers to conduct business, inability to defend lawsuits, and eventually administrative dissolution. CaseMark helps you avoid these consequences by making it quick and easy to prepare accurate filings before deadlines.

Can CaseMark handle Statements of Information for foreign corporations?

Yes, CaseMark can generate Statements of Information for both domestic corporations and foreign corporations qualified to do business in a state. The system distinguishes between the state of incorporation and the state of qualification, includes foreign qualification numbers when applicable, and ensures the filing meets the requirements for foreign entity reporting in the filing jurisdiction.

What documents do I need to upload to generate a Statement of Information?

At minimum, you should upload your Articles of Incorporation and current corporate records showing officer and director information. Optional but helpful documents include corporate bylaws, prior Statements of Information, registered agent agreements, and recent board resolutions. The more complete your document set, the more accurate and comprehensive the generated Statement of Information will be.

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