Understanding Your Company Documents

🏛 State Registration Documents

Depending on the state and company structure, you will receive one of the following:

• Articles of Incorporation

• Articles of Organization

• Certificate of Formation

• Certificate of Organization
  
  

These documents prove that your company has been officially registered with the state. They typically include:

• Company name
• Registration date
• Registered agent
• Business purpose or activity
• (In some states) Names of administrators
  
  

📄 Internal Company Documents

Issued based on business structure:

• LLC (Limited Liability Company):

  • Operating Agreement

  • Members Certificate

• Corporation:

  • Bylaws

  • Minutes of Organizational Meeting

  • Share Certificates
    
    

These documents are essential for the company's internal management, because they:

• Establish the agreements between members.

• Define each member’s participation and responsibilities.

• Serve as a “manual” with essential company information.
  
  

⚠️ IMPORTANT:

• Company ownership is not registered at the state level. Therefore, these documents are issued after the company formation and after the EIN is obtained.
• Templates provided by Globalfy:
  

  • Operating Agreement (LLC)

  • Minutes of Organizational Meeting & Bylaws (Corporation)

  • Amendment template: to record changes in your company such as adding/removing members, among other updates.
    
    

Once you receive the document, you can edit and adjust it to reflect your business operations.

🧾 EIN Letter (IRS)

• CP565 letter or 147C letter: is issued by the IRS and contains the Employer Identification Number (EIN) — your company’s tax ID.

• The EIN is required to:

  • Open a business bank account

  • File taxes

  • Operate legally in the U.S.
    
    

📧 Document Delivery

• Once the process is complete, all documents will be sent via email with the subject line: “Company documents”.

• You will also find them in the ¨Company Documents¨ section in out platform. 

• ⏳ If the process is still ongoing, you will receive the files once the company is officially registered and the EIN is issued.