statement-of-information

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

1. Corporate ID — exact legal name (with designator: Inc., Corp., Co.) and SOS entity/file number
2. Prior filing or articles — for cross-reference and change detection
3. Officer/director roster — full legal names, titles, addresses; confirmed by board resolutions
4. Registered agent — name, physical street address in filing state, confirmed consent to serve
5. Principal business address — physical street address (PO boxes generally prohibited)
6. 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• Reflect current membership — do not carry forward outdated rosters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