Managing Officers

Officers can be added, modified and deleted when processing a filing. Officers must be domestic and the number of officers required is based on filing type.

Notes:

1. Screens, fields and labels that display are based on your jurisdiction's implementation and may not reflect your filing type. For example, the screen used to add and modify Officers or Incorporators or Organizers or Directors or General Partners, etc., contains similar fields and labels. Your filing type determines the screen name and type of information that displays; instructions are very similar.

2. If you need to re-enter information, select the button labeled Previous to return to the screen you were on prior to the current screen.

3. Contact your Secretary of State office if you have questions about this or any procedure in SystemWORKS Help.

How to add officers:

1. After navigating from the previous screen the Officers screen displays.

2. Select whether the officer is an individual or an organization. In this example, the Officer is individual radio button is selected.

3. Select a Type and then enter name and address information for each officer added. Note multiple officer types can be selected for a single name and address.

4. Select the Save Officer button. The Officers table is updated.

5. Select one of the following options:
• Add Officer

Displays Add Officer screen; add officers per instructions in this section.

• Update

Displays officer information for editing. See below for details.

• Delete

Removes officer from the filing. See below for details.

• Previous Reg. Agent

Returns to the Registered Agent screen.

• Next Board of Dir.

Displays the Board of Directors screen where you can add board members.

How to update an officer (same filing):

1. Select the Update button in the applicable row of the Officers table.

2. The Update Officer screen displays.
3. Modify officer information.

4. Select the Save Officer button to retain your changes.
5. Continue processing as above

How to delete an officer (same filing):

1. Select the Delete button in the applicable row. A confirmation message displays.

2. Select OK to close the message and delete the officer.

3. Continue processing as above.

How to make an officer previous/current (officer in active status):

1. Navigate to the Officers screen; the Officers table displays below.

2. To make the current officer previous, you can do one of the following:

3. Select the Change Officer button. A confirmation message displays.
• Select OK to close the message.
• Enter new officer (see how to update officer above).
• Officer is now available for updating and deletion, if needed.

3. Select the Make Previous button. A confirmation message displays.
• Select OK to close the message.
• The status is set to Inactive (Pending).
• Make Previous button is changed to Make Current and when selected, the officer is returned to its prior status.

3. The Officers table updates with your changes.
4. Continue processing as above

Related Information

Creating a Domestic Corporation

Creating a Foreign Corporation

Filing an Amendment

Managing Registered Agents

Searching for a BE