How do i get a copy of my california statement of information

Manage Your Entity

In California a business’s annual report is called the Statement of Information. It's a required filing that keeps the state updated with information about participants in the company. It must be filed on time, and the penalty for being late is hefty: $250, versus the filing fee of up to $25.

WHEN TO FILE

Corporations must file with the California Secretary of State every year, and Limited Liability Companies (LLC) and certain other organizations every two years. Newly formed or registered companies must file their first Statement of Information within 90 days of forming or first registering their company with the state.

Thereafter, the annual or biennial due date is the last day of the calendar month in which you formed or registered your business entity. The filing period is a six-month window. You can file anytime within that month or in the five calendar months preceding that month.

If you file an early Statement of Information, in the six or eighteen months before your routine filing period, there is no filing fee.

WHO MUST FILE

The Statement of Information must be filed by companies from other states (foreign) that register to do business in California as well as California companies (domestic). Companies are required to file the Statement of Information regardless of if they've actively conducted business or not.

WHAT’S IN THE STATEMENT OF INFORMATION

The Statement of Information contains information regarding the registered agent for the company, the principal officers and incumbent directors, along with other details of the organization. There is a separate amendment process to change the name and some other details of your company, but you must use a Statement of Information to change your registered agent. If the State of California wants to serve you with legal notification, it will use the latest Statement of Information records to know where to find your registered agent.

FILING WITH THE CALIFORNIA SECRETARY OF STATE

Receipt of the filing by the Secretary's office constitutes filing, and if sent by mail, certified mail with a return receipt request is recommended if you require proof of submittal. You can also file online directly through the California Secretary of State website. You can find all necessary forms and instructions to file it yourself here.

The Statement of Information is one of the routine forms that SunDoc Filings can handle for you - we specialize in remembering filing dates that can be easy to forget. You can submit your information through our website, and talk to an assistant by phone if you want help.

We will hand deliver your filing to the Secretary of State's office and email and mail copies of the processed filing. We're located in downtown Sacramento and we make several visits daily to deliver and receive documents.

If you’re a California LLC, click here when you’re ready to file your LLC Statement of Information with SunDoc Filings.

If you’re California corporation, click here when you’re ready to file your corporate Statement of Information with SunDoc Filings.

Click here to file your annual report in states other than California. 

And call toll-free 1-888-595-2747 to talk to a live voice for immediate assistance.

In California a business's annual report is called the Statement of Information. It's a required filing that keeps the state updated with information about participants in the company. It must be filed on time, and the penalty for being late is hefty: $250, versus the filing fee of up to $25.

Filing Articles of Incorporation with the State of California means that your business entity has been officially formed. Congratulations! But there is still administrative work to be done, and that starts with filing a Statement of Information.

The initial formation of your business entity requires you to provide the state some basic information about your company. However, you may not have all of the information that the state needs upon formation. That’s what a Statement of Information is for. 

California requires domestic and foreign for-profit corporations, non-profit corporations, professional corporations, and limited liability companies (LLCs) to file an initial Statement of Information to record this new information once it has been decided. California is one of a few states that require this type of documentation. It’s important to submit your California Statement of Information to remain in good standing and avoid penalties.

California Statement of Information Requirements 

You have 90 days from the date of submitting your Articles of Incorporation to hold your first board meeting, make all necessary decisions, and file your California Statement of Information with the Secretary of State. 

How to File Your California Statement of Information

When filing your Statement of Information, there are four different submission options to choose from: 

  • File online using the California Secretary of State form submission portal
  • Use California’s eForms service to scan and upload a completed PDF copy with signatures
  • Mail in or hand deliver your documents to either the Sacramento or Los Angeles Business Entities Office

Filing online allows you to pay required fees at the time of submission. Online submissions will have processing priority over mail-in or drop-off submissions. There is a fee for filing your Statement of Information. Late fees also apply if you don’t file on time, and these penalties vary depending on your type of business entity. 

What information is required for the Statement of Information? 

The California Statement of Information expands on existing information about the company that was provided in the Articles of Incorporation. Many of these facts about the business entity may have been unknown at the time of formation or have changed due to decisions made by the board of directors, shareholders, or members (depending on your business entity type) at the initial meeting. California requires different filings for each entity type. 

Corporations

California law requires your Statement of Information to include:

  • The name of your corporation and the Secretary of State’s file number
  • Contact information for all directors serving at the time of filing
  • Any vacancies on the board of directors
  • Contact information for all officers
  • The physical address of the principal executive office
  • Mailing address if different from the physical address
  • A designated email address if that is how the corporation chooses to receive electronic renewal notices
  • Statement of the general type of business of the company (e.g., retail department store, automobile manufacturer, wholesale cosmetic distributor, etc.)

Professional corporations and nonprofit corporations have slightly different filing requirements but require similar information. 

Limited Liability Companies

California LLCs must also file a Statement of Information. Required information includes:

  • The name of your LLC and the Secretary of State’s file number (foreign LLCs must use the name under which they’re authorized to contact intrastate business) 
  • Name and address of the LLC’s registered agent
  • Physical address of the principal business office
  • Mailing address if different from the physical address 
  • Contact information for the chief executive officer and any managers, or the contact information for all members, if no manager is designated
  • An email address if the LLC chooses to receive renewal notices or any other notices through that method of communication
  • The general type of business that describes the LLC 

Annual and Biennial Reports

Your California initial Statement of Information essentially serves as your first annual report. This same report is required on a regular basis to update the state record of your corporation with any changes to the business. Reports must be filed yearly in California for stock, cooperative, credit union, and foreign corporations. California Statement of Information reports are filed biennially (every two years) for domestic nonprofit corporations and limited liability companies.

Submitting Your California Statement of Information 

Life gets busy when you’re running a business, but deadlines are not negotiable. Forgetting to file or incorrectly filing could cost you hundreds of dollars in penalties and additional stress that you would probably rather not endure. At ZenBusiness, we can help make filing annual or biennial reports easy through use of our automated technology and expert staff. You can also use our Worry-Free Compliance service to help you stay compliant and track your documents for future filings and reports.

Filing Your California Statement of Information FAQs

  • Is a Statement of Information the same as an annual report in California?

    A California Statement of Information is the same as an annual and biannual report. This document serves the purpose of updating the state with any new information about the business entity.

  • Do I need a lawyer to file a Statement of Information in California?

    You don’t need a lawyer to complete and file your Statement of Information in California. That being said, forming and keeping a business compliant can be challenging. Take a look at the business formation and maintenance tools and services that ZenBusiness offers to understand where you can receive help and spend less time stressing about the administrative stuff.

  • How much does it cost to file a Statement of Information in California?

    Filing fees are subject to change. Check the California Secretary of State website for the most current fee schedule.

How do I get a statement of Information in California?

If you would like a free filed copy of your Statement of Information, go to BusinessSearch.sos.ca.gov. Processing Dates: For current processing dates, go to www.sos.ca.gov/business/be/processing-dates.

Is California statement of Information public?

Yes. Please be aware that when you submit documents for filing with the Secretary of State you are making a public record. Accordingly, all of the information and the documents you provide for filing are available to the public for viewing and copying.

How much does a statement of Information cost in California?

You must submit the Statement of Information whether or not your company has conducted any business. There is a $20 filing fee and a $5 disclosure fee. You may file online.

How long does it take to get a statement of Information?

How long does it take to process a California Statement of Information? Online filings are typically processed within 2-3 business days.