Blank California Llc 12 PDF Form

Blank California Llc 12 PDF Form

The California LLC 12 form, officially known as the Statement of Information, is a crucial document that every limited liability company (LLC) must file with the California Secretary of State. This form must be submitted within 90 days of registering and then every two years thereafter, ensuring that the state has up-to-date information about the company. Understanding the requirements and deadlines for the LLC 12 form is essential for maintaining compliance and avoiding penalties.

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The California LLC 12 form, officially known as the Statement of Information (Form LLC-12), is a crucial document for every limited liability company operating in California, as well as for registered foreign LLCs. This form must be submitted to the California Secretary of State within 90 days of the company’s registration and subsequently every two years during a designated filing period. The filing period is determined by the original registration date, ensuring that the state has up-to-date information about the LLC's status and operations. To file the form, the LLC must be active or, in some cases, suspended or forfeited. The form requires various pieces of information, including the LLC's name, its principal office address, and details about its management structure, such as the names and addresses of managers or members. Additionally, it mandates the designation of an Agent for Service of Process, who is responsible for receiving legal documents on behalf of the LLC. Filing can be done conveniently online, and there are associated fees for both initial and periodic submissions. It is essential to adhere to the filing deadlines to avoid penalties, which can be significant. For those seeking copies of the filed document, specific fees apply, and it is possible to obtain a free filed copy through the Secretary of State's online business search tool. Understanding the requirements and processes surrounding the LLC 12 form is vital for maintaining compliance and ensuring the smooth operation of a limited liability company in California.

Document Sample

Instructions for Completing the

Statement of Information (Form LLC-12)

Every California and registered foreign limited liability company must file a Statement of Information with the California Secretary of State, within 90 days of registering with the California Secretary of State, and every two years thereafter during a specific 6-month filing period based on the original registration date, as described in the chart below.

All Statements of Information for limited liability companies can be filed online at bizfile.sos.ca.gov.

Status of LLC: In order to file Form LLC-12, the status of the LLC must be active or suspended/forfeited on the

records of the California Secretary of State. The status of the LLC can be checked online on the Secretary of State’s Business Search at BusinessSearch.sos.ca.gov. See the FTB Suspension/Forfeiture section below for information

about resolving an FTB suspended/forfeited status.

Fees: See chart below. Checks should be made payable to the Secretary of State.

Copies: To obtain a copy or certified copy of this filed Statement of Information, include payment for copy fees and certification fees at the time this Statement of Information is submitted. Copy fees are $1.00 for the first page and

$.50 for each attachment page. For certified copies, there is an additional $5.00 certification fee, per document. 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.

 

Type of

 

 

Description

 

Online/Form

Fee

 

Filing

 

 

 

 

 

 

 

 

 

 

 

Initial Filing

 

The initial filing is due 90 days from the

File online at bizfile.sos.ca.gov.

$20.00

 

 

 

entity’s registration date.

(Form LLC-12)

 

 

 

 

 

 

 

 

 

Required

 

The periodic filing is due every two

File online at bizfile.sos.ca.gov.

$20.00

 

Periodic

 

 

years based on the entity’s

(Form LLC-12, if changes have been

 

 

Filing

 

registration date.

made)

 

 

 

 

If the registration occurred in an even-

Or

 

 

 

 

 

numbered year, the periodic filing is

(Form LLC-12NC, if no changes since

 

 

 

 

 

due every even year.

 

 

 

 

 

the last complete Statement of

 

 

 

 

If the registration occurred in an odd-

 

 

 

 

Information)

 

 

 

 

 

numbered year, the periodic filing is

 

 

 

 

 

 

 

 

 

 

 

due every odd year.

 

 

 

 

 

The filing period includes the

 

 

 

 

 

 

registration month and the

 

 

 

 

 

 

immediately preceding five (5)

 

 

 

 

 

 

months.

 

 

 

 

 

 

 

 

 

No Fee

 

A Statement of Information is submitted

File online at bizfile.sos.ca.gov.

No Fee

 

Statement

 

after the initial or required filing

(Form LLC-12)

 

 

 

 

requirements have been met to update

 

 

 

 

 

information including changes to the

 

 

 

 

 

agent for service of process.

 

 

 

 

 

 

 

 

 

 

LLC-12 - Instructions (REV 11/2020)

2020 California Secretary of State

 

bizfile.sos.ca.gov

Statutory Required 6 Month Filing Window for Limited Liability Companies

Month of Formation,

Statement of Information

Registration or Conversion

Applicable Filing Period

 

First Day of

Through Last Day of

January

August

January

 

 

 

February

September

February

 

 

 

March

October

March

 

 

 

April

November

April

 

 

 

May

December

May

 

 

 

June

January

June

 

 

 

July

February

July

 

 

 

August

March

August

 

 

 

September

April

September

 

 

 

October

May

October

 

 

 

November

June

November

 

 

 

December

July

December

 

 

 

If you are not completing this form online, type or print legibly in black or blue ink. Complete the Statement of

Information (Form LLC-12) as follows:

Item

Instruction

Tips

1.

Enter the name of the limited liability

To ensure you have the exact name of the LLC, refer to

 

company exactly as it appears on file with

your registration document filed with the California

 

the California Secretary of State, including

Secretary of State and any name change amendments.

 

the entity ending

Some foreign LLCs may have registered in California using

 

(ex: “Jones & Company, LLC” or “Smith

 

an alternate name. If your LLC is a registered foreign LLC

 

Construction, a Limited Liability

 

using an alternate name in California, you must enter the

 

Company”).

 

complete alternate name.

 

 

 

 

 

2.

Enter the 12-digit Entity (File) Number

The 12-digit Entity (File) Number is provided by the Secretary

 

issued to the LLC by the California

of State above the file stamp at the top of the LLC’s

 

Secretary of State at the time of

registration document filed with the California Secretary of

 

registration.

State or if filed electronically, in the top section, below the

 

 

Entity Name.

 

 

Secretary of State Records can be accessed online through

 

 

our Business Search at BusinessSearch.sos.ca.gov. While

 

 

searching the Business Search, be sure to identify your LLC

 

 

correctly including the jurisdiction that matches your LLC.

 

 

 

3.

If formed outside of California, enter the

The jurisdiction must match the Secretary of State’s records.

 

state, foreign country or other place where

Secretary of State Records can be accessed online through

 

the LLC is organized.

 

our Business Search at BusinessSearch.sos.ca.gov. While

 

 

 

 

searching the Business Search, be sure to identify your LLC

 

 

correctly including the jurisdiction that matches your registered

 

 

foreign LLC.

 

 

If the LLC is formed in California, leave Item 3 blank.

 

 

 

LLC-12 - Instructions (REV 11/2020)

2020 California Secretary of State

 

bizfile.sos.ca.gov

4a.

Enter the complete street address, city,

The complete street address is required, including the

 

state and zip code of the LLC’s principal

street name and number, city, state and zip code.

 

office.

Address must be a physical address.

 

 

 

 

Do not enter a P.O. Box address, an “in care of” address, or

 

 

abbreviate the name of the city.

 

 

 

4b.

If different from the address in Item 4a,

This address will be used for mailing purposes and may be

 

enter the complete mailing address, city,

a P.O. Box address or “in care of” an individual or entity.

 

state and zip code of the LLC.

Do not abbreviate the name of the city.

 

 

 

 

 

4c.

If the LLC is formed in California, enter

The complete street address is required, including the

 

the complete street address, city and zip

street name and number, city and zip code.

 

code of the office in California, if different

Address must be a physical address in California.

 

from Item 4a.

Do not enter a P.O. Box address, an “in care of” address, or

 

If the LLC is formed outside of

 

abbreviate the name of the city.

 

California, enter the complete street

 

 

 

address, city and zip code of the principle

If Item 4a is an address in California leave Item 4c blank

 

business office in California, if any.

and proceed to Item 5.

 

 

 

5.

Enter the name and complete business or

If the LLC has more than one manager or member, enter

 

residential address of any manager(s),

the name(s) and address(es) of the additional mangers or

 

appointed or elected in accordance with

members on Form LLC-12A.

 

the Articles of Organization or Operating

Please do not abbreviate the name of the city.

 

Agreement, or if no manager(s) has been

 

 

 

so elected or appointed, the name and

Review your Articles of Organization or any amendments

 

business or residential address of each

thereto, to determine if the LLC is run by a single manager,

 

member.

 

more than one manager or by its member(s).

 

 

Every LLC is required to have at least one

 

 

manager/member.

 

 

A member(s) is the owner of the LLC similar to a

 

 

shareholder(s) in a corporation.

 

 

 

6.

The LLC must have an Agent for Service

An Agent for Service of Process is responsible for accepting

of Process.

 

legal documents (e.g. service of process, lawsuits,

 

 

 

There are two types of Agents that can be

subpoenas, other types of legal notices, etc.) on behalf of

 

named:

the LLC.

 

an individual (e.g. member, manager, or

You must provide information for either an individual OR a

 

any other individual) who resides in

 

registered corporate agent, not both.

 

California with a physical California street

 

If using a registered corporate agent, the corporation must

 

address; OR

 

a registered corporate agent qualified

have a current agent registration certificate on file with the

 

with the California Secretary of State.

California Secretary of State as required by Section 1505.

 

 

 

6a & b.

If Individual Agent:

The complete street address is required, including the

 

Enter the name of the agent for service of

street name and number, city and zip code.

 

process and the agent’s complete

Do not enter a P.O. Box address, an “in care of” address, or

 

California street address, city and zip

abbreviate the name of the city.

 

code.

Many times, a small LLC will designate a member or

 

If an individual is designated as the

manager as the agent for service of process.

 

agent, complete Items 6a and 6b ONLY.

The individual agent should be aware that the name and the

 

physical street address of the agent for service of process is

 

Do not complete Item 6c.

 

 

a public record, open to all (as are all the addresses of the

 

 

LLC provided in filings).

LLC-12 - Instructions (REV 11/2020)

2020 California Secretary of State

 

bizfile.sos.ca.gov

6c.

If Registered Corporate Agent:

Before a corporation is designated as agent for the LLC,

 

Enter the name of the registered

that corporation must have a current agent registration

 

corporate agent exactly as registered in

certificate on file with the California Secretary of State as

 

required by Section 1505 stating the address(es) of the

 

California.

 

registered corporate agent and the authorized employees

 

If a registered corporate agent is

 

that will accept service of process of legal documents and

 

designated as the agent, complete Item

 

notices on behalf of the LLC.

 

6c ONLY. Do not complete Items 6a

 

Advanced approval must be obtained from a registered

 

and 6b.

 

corporate agent prior to designating that corporation as

 

 

 

 

your agent for service of process.

 

 

No California or foreign corporation may register as a

 

 

California corporate agent unless the corporation currently

 

 

is authorized to engage in business in California and is in

 

 

good standing on the records of the California Secretary of

 

 

State.

 

 

Provide your Registered Corporate Agent’s exact name as

 

 

registered with the California Secretary of State. To confirm

 

 

that you are providing the exact name of the Registered

 

 

Corporate Agent, go to

 

 

https://businessfilings.sos.ca.gov/frmlist1505s.asp.

 

 

 

7.

Briefly describe the general type of

 

 

business that is the principal business

 

 

activity of the LLC.

 

8.

Enter the name and complete business or

A chief executive officer may be in addition to members and

 

residential address of the chief executive

managers but generally is the person that occupies the

 

officer, if any.

highest level position in the LLC’s organization hierarchy in

 

 

charge of managing the LLC.

9.

Type or print the date, the name and title of

 

 

the person completing this form and sign

 

 

where indicated.

 

 

 

 

Submission Cover Sheet (Optional): To make it easier to receive communication related to this document, including

the copy of the filed document, complete the Submission Cover Sheet. For the Return Address: enter the name of a

designated person and/or company and the corresponding mailing address. Please note: the Submission Cover Sheet will be treated as correspondence and will not be made part of the filed document.

Where to File: For faster service, this form can be filed online at bizfile.sos.ca.gov. The completed form along with the applicable fees can be mailed to Secretary of State, Statement of Information Unit, P.O. Box 944230, Sacramento, CA 94244-2300 or delivered in person (drop off) to the Sacramento office, 1500 11th Street, Sacramento, CA 95814.

Legal Authority: General statutory filing provisions are found in Section 17702.09 unless otherwise indicated. All

statutory references are to the California Corporations Code, unless otherwise stated. Failure to file this Statement of Information by the due date will result in the assessment of a $250.00 penalty. (Sections 17713.07(b) and 17713.09;

California Revenue and Taxation Code section 19141.)

FTB Suspension/Forfeiture: If the LLC’s status is FTB suspended/forfeited, the status must be resolved with the

California Franchise Tax Board (FTB) for the LLC to be returned to active status. For revivor requirements, go to the FTB’s website at https://www.ftb.ca.gov or contact the FTB at (800) 852-5711 (from within the U.S.) or (916) 845-6500

(from outside the U.S.).

LLC-12 - Instructions (REV 11/2020)

2020 California Secretary of State

 

bizfile.sos.ca.gov

Secretary of State

Business Programs Division

Statement of Information

1500 11th Street, Sacramento, CA 95814

P.O. Box 944230, Sacramento, CA 94244-2300

Submission Cover Sheet

Instructions:

Complete and include this form with your submission. This information only will be used to communicate with you in writing about the submission. This form will be treated as correspondence and will not be made part of the filed document.

Make all checks or money orders payable to the Secretary of State.

Standard processing time for submissions to this office is approximately 5 business days from receipt. All submissions are reviewed in the date order of receipt. For updated processing time information, go to www.sos.ca.gov/business/be/processing-dates.

Optional Copy and Certification Fees:

If applicable, include optional copy and certification fees with your submission.

For applicable copy and certification fee information, refer to the instructions of the specific form you are submitting.

Entity Information: (Please type or print legibly)

Name: __________________________________________________________________________________________________________________

Entity Number (if applicable):_____________________________________

Comments: _____________________________________________________________________________________________________________

_____________________________________________________________________________________________________________

_____________________________________________________________________________________________________________

_____________________________________________________________________________________________________________

_____________________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Return Address: For written communication from the Secretary of State related to this document, or if purchasing a copy of the filed document enter the name of a person or company and the mailing address.

Name:

Company:

 

 

Address:

 

 

City/State/Zip:

Secretary of State Use Only

T/TR:

AMT REC’D: $

Doc Submission Cover - SI (Rev. 11/2020)

Secretary of State

LLC-12

 

Statement of Information

 

 

 

 

(Limited Liability Company)

 

 

 

 

IMPORTANT — This form can be filed online at bizfile.sos.ca.gov.

 

Read instructions before completing this form.

 

 

Filing Fee – $20.00

 

 

Copy Fees – First page $1.00; each attachment page $0.50;

 

 

Certification Fee - $5.00 plus copy fees

 

Above Space For Office Use Only

 

 

 

 

 

1.Limited Liability Company Name (Enter the exact name of the LLC. If you registered in California using an alternate name, see instructions.)

2. 12-Digit Secretary of State Entity (File) Number

3. State, Foreign Country or Place of Organization (only if formed outside of California)

4. Business Addresses

a. Street Address of Principal Office - Do not list a P.O. Box

City (no abbreviations)

 

State

Zip Code

 

 

 

 

 

 

b. Mailing Address of LLC, if different than item 4a

City (no abbreviations)

 

State

Zip Code

 

 

 

 

 

 

c. Street Address of California Office, if Item 4a is not in California - Do not list a P.O. Box

City (no abbreviations)

 

State

Zip Code

 

 

 

 

CA

 

 

 

 

 

 

 

 

 

 

If no managers have been appointed or elected, provide the name and address of each member. At least one name and address

5. Manager(s) or Member(s)

must be listed. If the manager/member is an individual, complete Items 5a and 5c (leave Item 5b blank). If the manager/member is

an entity, complete Items 5b and 5c (leave Item 5a blank). Note: The LLC cannot serve as its own manager or member. If the

 

 

LLC has additional managers/members, enter the name(s) and address(es) on Form LLC-12A.

 

 

 

 

 

 

 

 

 

a. First Name, if an individual - Do not complete Item 5b

Middle Name

Last Name

 

 

Suffix

 

 

 

 

 

 

 

b. Entity Name - Do not complete Item 5a

 

 

 

 

 

 

 

 

 

 

 

 

c. Address

 

City (no abbreviations)

 

State

Zip Code

 

 

 

 

 

 

 

6.Service of Process (Must provide either Individual OR Corporation.)

INDIVIDUAL – Complete Items 6a and 6b only. Must include agent’s full name and California street address.

a. California Agent's First Name (if agent is not a corporation)

Middle Name

Last Name

 

 

Suffix

 

 

 

 

 

 

b. Street Address (if agent is not a corporation) - Do not enter a P.O. Box

City (no abbreviations)

 

State

Zip Code

 

 

 

CA

 

 

 

 

 

 

 

 

CORPORATION – Complete Item 6c only. Only include the name of the registered agent Corporation.

 

 

 

 

 

 

 

 

 

c. California Registered Corporate Agent’s Name (if agent is a corporation) – Do not complete Item 6a or 6b

 

 

 

 

 

 

 

 

 

 

7. Type of Business

 

 

 

 

 

 

 

 

 

 

 

Describe the type of business or services of the Limited Liability Company

 

 

 

 

 

 

 

 

 

 

 

8. Chief Executive Officer, if elected or appointed

 

 

 

 

 

 

 

 

 

 

 

a. First Name

Middle Name

Last Name

 

 

Suffix

 

 

 

 

 

 

b. Address

City (no abbreviations)

 

State

Zip Code

 

 

 

 

 

 

9.By signing, I affirm under penalty of perjury that the information herein is true and correct and that I am authorized by California law to sign.

_____________________

____________________________________________________________

________________________

__________________________________

Date

Type or Print Name of Person Completing the Form

Title

Signature

LLC-12 (REV 11/2020)

 

 

2020 California Secretary of State

 

 

 

bizfile.sos.ca.gov

File Specifics

Fact Name Details
Filing Requirement Every California and registered foreign limited liability company must file Form LLC-12 within 90 days of registration and every two years thereafter.
Filing Period The periodic filing is due based on the original registration date, falling within a specific 6-month window.
Status Check The LLC must have an active or suspended/forfeited status to file Form LLC-12. Status can be checked online.
Fees The filing fee for Form LLC-12 is $20.00. Additional fees apply for copies and certifications.
Copy Fees Copy fees are $1.00 for the first page and $0.50 for each attachment. Certified copies incur an additional $5.00 fee.
Processing Time Standard processing time for submissions is approximately 5 business days from receipt.
Agent for Service Each LLC must designate an Agent for Service of Process, who can be an individual or a registered corporate agent in California.
Legal Authority The governing laws for Form LLC-12 are found in Section 17702.09 of the California Corporations Code.
Penalties for Non-Compliance Failure to file the Statement of Information by the due date results in a $250.00 penalty.

How to Use California Llc 12

Completing the California LLC-12 form is a necessary step for maintaining compliance with state regulations regarding limited liability companies. This form must be filed with the California Secretary of State within specific time frames, and it requires accurate information about the LLC and its management. Following the steps outlined below will ensure that the form is filled out correctly.

  1. Enter the name of the limited liability company exactly as it appears on file with the California Secretary of State, including the entity ending (e.g., “Jones & Company, LLC”).
  2. Provide the 12-digit Entity (File) Number issued to the LLC by the California Secretary of State at the time of registration.
  3. If the LLC was formed outside of California, enter the state, foreign country, or other place where the LLC is organized. Leave this blank if the LLC is formed in California.
  4. Enter the complete street address, city, state, and zip code of the LLC’s principal office. Ensure this is a physical address and not a P.O. Box.
  5. If the mailing address differs from the principal office address, provide the complete mailing address, city, state, and zip code. This can include a P.O. Box.
  6. If the LLC is formed in California, enter the complete street address, city, and zip code of the office in California, if different from Item 4a. If not applicable, leave this blank.
  7. Enter the name and complete business or residential address of any manager(s) or member(s) of the LLC. If there are multiple managers or members, use Form LLC-12A for additional names.
  8. Designate an Agent for Service of Process. This can be an individual residing in California or a registered corporate agent. Provide the necessary details based on your choice.
  9. Briefly describe the general type of business that is the principal business activity of the LLC.
  10. Enter the name and complete business or residential address of the chief executive officer, if applicable.
  11. Type or print the date, name, title of the person completing the form, and sign where indicated.

After completing the form, it can be submitted online or mailed to the Secretary of State. Ensure that the applicable fees are included if filing by mail. Be aware that failure to file by the due date may result in penalties.

Your Questions, Answered

What is the California LLC 12 form and when must it be filed?

The California LLC 12 form, also known as the Statement of Information, is a document that every limited liability company (LLC) in California must file with the Secretary of State. This filing is required within 90 days of registering the LLC and must be done every two years thereafter. The specific filing period is determined by the original registration date, and it includes the month of registration and the preceding five months. This ensures that the state has up-to-date information about the LLC's management and contact details.

How can I check the status of my LLC before filing the LLC 12 form?

To file the LLC 12 form, your LLC must have an active status. You can check the status of your LLC by visiting the California Secretary of State’s Business Search website at BusinessSearch.sos.ca.gov. This tool allows you to verify whether your LLC is active or has been suspended or forfeited. If your LLC's status is not active, you will need to resolve any issues with the California Franchise Tax Board (FTB) before proceeding with the filing.

What fees are associated with filing the LLC 12 form?

The fee for filing the LLC 12 form is $20. This applies to both the initial filing and the periodic filings every two years. If you need a copy or a certified copy of the filed Statement of Information, additional fees apply. Specifically, the copy fee is $1.00 for the first page and $0.50 for each additional attachment page. A certification fee of $5.00 is charged for each certified copy. It is essential to include payment for these fees when submitting the form to ensure processing without delays.

What information do I need to provide in the LLC 12 form?

When completing the LLC 12 form, you will need to provide several key pieces of information:

  • The exact name of the LLC as registered with the Secretary of State.
  • The 12-digit Entity (File) Number assigned to your LLC.
  • The principal business address and, if different, the mailing address.
  • The names and addresses of any managers or members.
  • The name and address of the Agent for Service of Process.
  • A brief description of the business activities of the LLC.

Completing this form accurately is crucial, as it ensures compliance with state regulations and helps maintain your LLC's good standing.

What happens if I fail to file the LLC 12 form on time?

Failure to file the LLC 12 form by the due date can lead to significant consequences. Specifically, a penalty of $250 will be assessed. This penalty applies to any LLC that does not meet the filing requirements, which can negatively impact the business's standing with the state. To avoid these penalties, it is important to keep track of your filing deadlines and ensure timely submissions.

Can I file the LLC 12 form online?

Yes, the California LLC 12 form can be filed online through the California Secretary of State's website at bizfile.sos.ca.gov. Filing online is often the fastest and most efficient method. It allows for immediate processing and reduces the likelihood of errors compared to paper submissions. If you prefer to file by mail, you can send the completed form along with the required fees to the designated address provided by the Secretary of State.

Common mistakes

  1. Incorrect LLC Name: One common mistake is failing to enter the name of the LLC exactly as it appears in the registration document. This includes missing the entity ending, such as “LLC” or “Limited Liability Company.”

  2. Missing Entity Number: Applicants often forget to include the 12-digit Entity (File) Number issued by the California Secretary of State. This number is crucial for identifying the LLC.

  3. Improper Address Format: Many people mistakenly enter a P.O. Box or an “in care of” address instead of a physical street address. The form requires a complete street address, including city, state, and zip code.

  4. Incomplete Agent Information: Some individuals neglect to provide complete details for the Agent for Service of Process. This includes either an individual agent’s full name and address or the correct name of a registered corporate agent.

  5. Failure to Update Information: People often submit the form without updating necessary information, such as changes to management or business address. This can lead to discrepancies in the records.

  6. Missing Signature: Lastly, applicants sometimes forget to sign the form or provide the name and title of the person completing it. This omission can result in the rejection of the filing.

Documents used along the form

The California LLC 12 form, also known as the Statement of Information, is essential for maintaining compliance with state regulations. However, several other forms and documents are often used in conjunction with it. Below is a list of these documents, along with brief descriptions of their purposes.

  • Form LLC-1: This is the Articles of Organization, which establishes the LLC's existence in California. It includes essential details like the LLC's name, address, and management structure.
  • Form LLC-12NC: This form is used for the periodic filing of the Statement of Information when there are no changes since the last submission. It helps keep the state updated without requiring extensive new information.
  • Form LLC-12A: This document is used to report changes in the management of the LLC. It provides updated information about managers or members who have been appointed or elected.
  • Form LLC-4/7: This is the Certificate of Cancellation, which is filed when an LLC is dissolved. It formally ends the LLC's existence and must be filed with the Secretary of State.
  • Form LLC-4/8: This is the Statement of Information for a foreign LLC, which is required for LLCs formed outside California that wish to operate within the state.
  • Form LLC-3: This is the Certificate of Amendment, used to make changes to the Articles of Organization, such as altering the LLC's name or business purpose.
  • Form LLC-2: This is the Statement of Information for a newly registered LLC. It must be filed within 90 days of formation to provide the state with essential information.
  • Form FTB 3522: This is the LLC Tax Voucher, which is required for the annual franchise tax payment. It ensures compliance with California tax obligations.
  • Form FTB 3536: This is the Estimated Fee for LLCs, which is used to calculate and pay estimated fees for the LLC's annual tax obligations.

These documents play a crucial role in the ongoing management and compliance of an LLC in California. Ensure that all necessary forms are completed accurately and submitted on time to avoid penalties and maintain good standing.

Similar forms

The California LLC-12 form, known as the Statement of Information, shares similarities with various other documents required for business entities operating within the state. One such document is the Articles of Organization (Form LLC-1). This form is the foundational document for establishing a limited liability company in California. Just as the LLC-12 requires specific information about the LLC's structure and management, the Articles of Organization outlines the basic details of the LLC, such as its name, address, and the names of its members. Both forms are essential for ensuring compliance with state regulations and for maintaining the active status of the business entity.

Another document that mirrors the LLC-12 is the Statement of Information for Corporations (Form SI-550). This form serves a similar purpose for corporations as the LLC-12 does for LLCs. Both documents require periodic updates to reflect changes in the company's structure, management, or address. They both aim to provide transparency and maintain up-to-date records with the California Secretary of State. The filing frequency is also similar, as corporations must file their Statement of Information annually, just as LLCs must do every two years.

The Statement of Information for Limited Partnerships (Form LP-1) also bears resemblance to the LLC-12. This document is used by limited partnerships to provide essential information about the partnership, including the names and addresses of general partners. Like the LLC-12, the LP-1 must be filed within a specific timeframe after the formation of the partnership and periodically thereafter. Both forms serve to keep the state informed about the business's operations and management structure.

Form 990, the Return of Organization Exempt from Income Tax, is another document that shares a similar purpose of transparency and accountability. While primarily used by nonprofit organizations, it requires detailed information about the organization's structure, governance, and financial activities. Like the LLC-12, Form 990 must be filed annually, ensuring that the organization remains compliant with federal regulations and maintains its tax-exempt status.

The California Statement of Domestic Partnership (Form DP-1) is akin to the LLC-12 in that it requires the submission of specific information to the state. This form is used to register a domestic partnership and includes details such as the names and addresses of the partners. Both documents are designed to establish legal recognition and protect the rights of the parties involved, whether in a business or personal context.

Form 700, the Statement of Economic Interests, also shares a commonality with the LLC-12 regarding the disclosure of relevant information. This form is typically required for public officials and certain employees to report their financial interests and potential conflicts of interest. Like the LLC-12, it serves to promote transparency and accountability, ensuring that individuals in positions of power disclose their financial dealings.

The California Statement of Information for Nonprofit Corporations (Form SI-100) is another document similar to the LLC-12. Nonprofit corporations must file this form to provide essential information about their organization, including its officers and address. Both forms emphasize the importance of keeping the state informed about the entity's structure and operations, thereby fostering transparency and compliance with state laws.

Form D, the Notice of Exempt Offering of Securities, is also relevant in this context. While it pertains to securities offerings, it requires detailed information about the offering and the entities involved. Like the LLC-12, it serves to inform the state and potential investors about the business's operations and financial standing, ensuring that all parties are aware of the risks and opportunities involved.

The California Franchise Tax Board (FTB) Tax Registration form is another document that parallels the LLC-12. This form is necessary for businesses to register for tax purposes and provides essential information about the business entity. Both documents are critical for maintaining compliance with state regulations and ensuring that the business remains in good standing with tax authorities.

Lastly, the Business License Application is similar to the LLC-12 in that it is often required for businesses to operate legally within a specific jurisdiction. This application requires detailed information about the business, including its structure and ownership. Like the LLC-12, it serves to ensure that the business complies with local regulations and maintains its operational legitimacy.

Dos and Don'ts

When filling out the California LLC 12 form, there are several important dos and don'ts to keep in mind. Following these guidelines can help ensure a smooth filing process.

  • Do enter the name of the LLC exactly as it appears on your registration document.
  • Do provide the 12-digit Entity (File) Number issued by the California Secretary of State.
  • Do include a complete physical address for the LLC’s principal office.
  • Do ensure that the agent for service of process is either an individual residing in California or a registered corporate agent.
  • Don't use a P.O. Box or an “in care of” address for the principal office address.
  • Don't abbreviate the name of the city when entering addresses.
  • Don't forget to check the status of the LLC to confirm it is active before filing.
  • Don't submit the form without signing it and including the date, name, and title of the person completing it.

By adhering to these dos and don'ts, you can help ensure that your Statement of Information is completed accurately and submitted successfully.

Misconceptions

  • Misconception 1: The LLC-12 form is only for new LLCs.

    This is not true. While the initial filing is required within 90 days of registering, every LLC must also submit the LLC-12 form every two years, regardless of when it was formed.

  • Misconception 2: You can file the LLC-12 form at any time.

    In fact, there is a specific 6-month filing window based on the original registration date. Missing this window can lead to penalties.

  • Misconception 3: You can submit the form without checking your LLC's status.

    The status of the LLC must be active or not suspended/forfeited to file the LLC-12. It's essential to verify this status before submission.

  • Misconception 4: Filing the LLC-12 form is free.

    There is a fee of $20 for filing the LLC-12 form. Additionally, there are costs for obtaining copies or certified copies of the document.

  • Misconception 5: You can use a P.O. Box for the LLC's address.

    This is incorrect. The form requires a physical address for the LLC's principal office, and P.O. Boxes are not acceptable.

  • Misconception 6: You can designate anyone as your Agent for Service of Process.

    Only individuals residing in California or registered corporate agents can be designated. It's crucial to ensure that the agent meets the necessary qualifications.

  • Misconception 7: The information on the LLC-12 form is private.

    All information provided in the LLC-12 form, including addresses, becomes public record. This means anyone can access it.

Key takeaways

When completing the California LLC-12 form, there are several important points to keep in mind. Here are the key takeaways:

  • Filing Deadline: Every LLC must file the Statement of Information within 90 days of registering and every two years thereafter during a designated filing period.
  • Active Status Required: Ensure that the LLC's status is active or suspended/forfeited. You can verify this status through the California Secretary of State's Business Search.
  • Filing Fees: The fee for filing the LLC-12 is $20. Make checks payable to the Secretary of State.
  • Address Requirements: Provide complete physical addresses for the LLC’s principal office and any mailing address. P.O. Boxes are not acceptable.
  • Agent for Service of Process: Designate an individual or a registered corporate agent to accept legal documents on behalf of the LLC. Only one type can be provided.
  • General Business Description: Include a brief description of the LLC’s primary business activity.
  • Submission Options: File online for faster processing or mail the completed form to the Secretary of State’s office.
  • Penalties for Late Filing: Failing to file on time will result in a $250 penalty. Stay aware of deadlines to avoid additional costs.

By following these guidelines, you can ensure that your LLC complies with California's filing requirements effectively.