Organizational Clearance Certificate

This form is used to upload the required documents and information needed to place an order on our website. All uploaded documents are kept confidential and are not stored.

First name

Last name

Phone

Name of Organization

Statement of Information

In California, a Statement of Information (SOI) is a document that corporations, limited liability companies (LLCs), and certain other business entities must file with the California Secretary of State; get a copy at bizfileOnline.sos.ca.gov.

Articles of Incorporation and any Amendments

Tax Exempt Status Letter

Do you have a Group Exemption Letter?

If you have a Group Exemption Letter, is this form being submitted for a subordinate entity?

Certified/Audited Financials

You're not required to upload your financial documents, and we do not store them. However, if you choose to opt out, please note that some questions on the form may remain incomplete. These will be clearly highlighted for your review and completion.

Website Address or Description of Activities the Organization engages in.

Do you have certified/audited financials?

Does the organizations income benefit any private individual or shareholder?

Are you for profit?

Does your organization have any debts?

Organizational Clearance Certificate

OCC$625

Exemption Hub

Organizational Clearance Certificate