| name | statement-of-information |
| title | Statement of Information |
| description | Drafts a U.S. Statement of Information for periodic Secretary of State filing. Validates corporate name, officers, directors, registered agent, and addresses against source records. Triggers on annual/biennial compliance filings, officer or address updates, or good-standing maintenance tasks. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/statement-of-information |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | corporate |
| language | en |
| tags | ["drafting","summary"] |
Statement of Information
Prepares a jurisdiction-compliant Statement of Information for periodic Secretary of State filing to maintain corporate good standing.
Prerequisites
- Corporate ID — exact legal name (with designator: Inc., Corp., Co.) and SOS entity/file number
- Prior filing or articles — for cross-reference and change detection
- Officer/director roster — full legal names, titles, addresses; confirmed by board resolutions
- Registered agent — name, physical street address in filing state, confirmed consent to serve
- Principal business address — physical street address (PO boxes generally prohibited)
- Filing state and deadline — drives form selection, frequency, signature rules, and penalty exposure
Workflow
1. Corporation Identification
| Field | Requirement |
|---|
| Legal name | Exact match to SOS record including punctuation and designator |
| Entity/file number | As assigned by SOS |
| State of incorporation | Domestic domicile; foreign corps also provide qualification certificate number |
| Filing jurisdiction | State where SOI is being submitted |
2. Principal Office Address
- Physical street address (number, street, suite, city, state, ZIP)
- PO boxes prohibited in most states — confirm exception before using
- Separate mailing address if different from principal office
3. Officers
Minimum required in most states:
| Title | Role |
|---|
| CEO / President | Primary executive; common authorized signer |
| Secretary | Corporate records and governance |
| CFO / Treasurer | Financial operations |
- One individual may hold multiple titles — list all
- Full legal name + complete address per officer
- Verify appointment against board resolutions or minutes
4. Directors
- All current board members with full legal name and address
- Reflect current membership — do not carry forward outdated rosters
- Confirm filing state's rule: all directors vs. minimum count
