Gather information needed to form your company: Articles of Incorporation Worksheet
What we’ll cover
What is an Articles of Incorporation Worksheet?
An Articles of Incorporation Worksheet helps you gather and organize the basic information needed to start a corporation. Sometimes called a Certificate of Incorporation Worksheet, it lays out the key details about your future corporation—giving you a clearer idea of your rights and responsibilities. The earlier you plan how your corporation will operate, the sooner you can launch it.
Creating an Articles of Incorporation Worksheet is one of the first steps toward forming a business entity. You can use the completed worksheet as a reference when preparing formal corporate documents, including your final Articles of Incorporation. It sounds like a lot of information, but we'll guide you through every step and help you make sure you're prepared for business.
Starting a business should be a thrilling process, not a daunting one. Get started on your Articles of Incorporation Worksheet with Rocket Lawyer now and take a step toward establishing your own business!
When to use an Articles of Incorporation Worksheet:
- You want to gather and organize the information required to form a corporation.
- You're looking for a clearer understanding of your rights and responsibilities as you start your business.
Have questions about your Articles of Incorporation Worksheet?
Whether you're preparing your Articles of Incorporation Worksheet, reviewing one someone sent you, or just want to understand it better, here's how to get help.
- Understand what it says or review it. Use our AI legal assistant to ask questions about your Articles of Incorporation Worksheet, understand what it says, and spot anything that may need a closer look.
- Ask an attorney a question. Connect with an attorney for legal information, with a written answer within one business day or a live consultation.
- Get advice on what to do. For privileged, confidential advice about your specific circumstances and next steps, book a Legal Advice Session with an attorney.
Sample Articles of Incorporation Worksheet
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INCORPORATION WORKSHEET
prepared on
INCORPORATOR:
| Name: |
| Street Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
CORPORATION NAME:
| Legal Name: |
| Trade Name: |
PRINCIPAL PLACE OF BUSINESS:
The address where the corporation's principal place of business will be located is:
| Street Address: |
| City, State, Zip: | , |
| County: |
| Telephone: |
| Mailing Address: |
| City, State, Zip: | , |
BUSINESS ACTIVITIES: This corporation will begin on , with an initial number of employees of approximately , and anticipated first year gross revenues of approximately .
The primary activities of the corporation can be described as follows: .
GEOGRAPHICAL AREA OF BUSINESS OPERATIONS:
The business will conduct its operations in the following geographical area: .
STOCK:
The corporation will authorize the following number of shares:
The shares will be:
FISCAL YEAR:
The fiscal year of the corporation will end each year on
DIRECTORS:
The following persons will be the initial directors of the corporation:
OFFICERS:
The following persons will be elected to fill the respective offices:
| President: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
| Vice President: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
| Treasurer: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
| Secretary: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
Instruments which relate to an interest in real estate must be signed by the following:
The officers are authorized to do the following:
Health care plan for employees
Life insurance benefits for employees
Pension or profit-sharing plan
SEAL:
The corporation have a corporate seal.
STOCK CERTIFICATES:
The corporation issue stock certificates.
REGISTERED AGENT:
The name and address of the registered agent of the corporation is:
| Name: |
| Company Name: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
| Accountant: |
| Firm Name: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
| Lawyer: |
| Firm Name: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
Insurance
| Agent: |
| Agency Name: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
| Banker: |
| Bank Name: |
| Address: |
| City, State, Zip: | , |
| Telephone: | Ext. |
About Articles of Incorporation Worksheets
Learn about how to gather information needed to form your company
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What to include in your Articles of Incorporation Worksheet
The Articles of Incorporation Worksheet is designed to help you prepare essential information ahead of your official filing.
Here's a list of items you may want to include in your Articles of Incorporation Worksheet:
- The name and contact information of the person(s) organizing the corporation.
- The name and description of the corporation, including its primary activities, business address, and any known details like the expected annual revenue.
- Information on the terms of the board of directors.
- Rules on stock ownership and purchases.
- The contact information for the corporation's president, vice president, secretary, and treasurer.
- The contact information and positions of key employees.
- How shareholders can approve corporate action.
- Any benefits offered by the corporation.
- Filing fees.
- Whether the corporation will adopt Bylaws and where they will be kept.
These are only a few examples of the items you may include in our Articles of Incorporation Worksheet template.
It's important to note that specific requirements may vary by jurisdiction, and it's advisable to ask a Legal Pro or review the regulations of the state where you plan to incorporate. Using this worksheet as a guide can help you gather the necessary details to streamline the Articles of Incorporation drafting process.
Articles of Incorporation Worksheet FAQs
Articles of Incorporation Worksheet FAQs
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Is an Articles of Incorporation Worksheet the same thing as an Articles of Incorporation?
No. The Articles of Incorporation is the legally binding document that establishes a corporation. The Articles of Incorporation Worksheet is a non-binding organizational tool used to prepare the required information before filing.
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Am I legally required to have an Articles of Incorporation Worksheet?
No, an Articles of Incorporation Worksheet is not a legal requirement. However, it’s highly recommended as it helps organize the details of your corporation, reduces errors, and streamlines the filing process.
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Is the Articles of Incorporation Worksheet legally binding?
No, the worksheet is not legally binding. It’s simply a preparation tool. The official, legally binding document, is the Articles of Incorporation filed with the appropriate state agency.
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Is the Articles of Incorporation Worksheet good for all types of business?
Yes, whether you are forming a nonprofit, for-profit, or other type of corporation, an organized worksheet can be helpful in ensuring you have all the required details before creating the formal Articles of Incorporation.
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What happens after completing the Articles of Incorporation Worksheet?
Once the worksheet is complete, use it as a guide to draft your Articles of Incorporation. When finalized, submit that document to your state for approval.
