Managing Owners

Certain filings, for example, fictitious name or name reservation, require that one or more owners be designated. Owners can be individuals or organizations and in some cases a current owner must always be on record with the Secretary of State office. If you are reserving a name, the fields/labels that display reflect that filing type, i.e., Reserved by Individual or Reserved by Organization.

Notes:

1. Fields and labels that display are based on your jurisdiction's implementation and may not reflect your filing type.
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 an owner (individual):

1. Navigate to the Owner(s) screen and select the Owner is Individual radio button. In this example, the filing is a fictitious name filing.

2. Enter Individual owner information:

• Ownership Percentage

• First, Middle and Last Names; Suffix may be added

• Address (a PO Box address is not allowed on the first line of the address)

3. Select the Save Owner button. The owner is added to the Fictitious Name Owner(s) table. You can add another owner, update or delete the existing owner.

4. If updates are not required, select the Next: Review Filing button.
• Review the filing for accuracy; edit information as needed.
• Select the Acknowledge check box.
• Refer to Reviewing Filings for detailed information on reviewing and editing filings.

Continue selecting the next buttons until you have paid for your filing.

How to add an owner (organization):

1. Select the Owner is Organization radio button. Search fields display along with an option to not add a new owner; you will be returned to the Owner(s) screen.

2. Enter the % Ownership in the adjacent field.

3. Perform a search for the business entity:

• Choose a Search option from the drop-down list.

• Enter a Business Name in the text box.

• Choose an option from the Includes names drop-down list; enter corporate designations and punctuation for exact match searches.

• Select the Only Active Corporations check box to include only active corporations in the search.

4. Select the Search Owner button to begin the search. Search results display.

5. Choose the Select button next to the owner name. The owner is added to the Fictitious Name Owner(s) table. You can add another owner, update or delete the existing owner.

6. If updates are not required, select the Next: Review Filing button.

• Review the filing for accuracy; edit information as needed.
• Select the Acknowledge check box.
• Refer to Reviewing Filings for detailed information on reviewing and editing filings.

Continue selecting the next buttons until you have paid for your filing.

How to add another owner:

1. After entering owner details, select the Add Owner button to display the Add Owner screen. Any previously added owners appear in the Fictitious Name Owner(s) table.

2. Follow steps above for adding an individual or organization owner.

Continue selecting the next buttons until you have paid for your filing.

How to update an owner (individual, current filing):

1. Select the Update button adjacent to the applicable owner. If the owner is an individual, the following Update Owner screen displays, showing details about the owner.

2. Modify owner information and then select the Save Owner button to display the Owner(s) screen.
3. Select the Next: Review Filing button.
• Review the filing for accuracy; edit information as needed.
• Select the Acknowledge check box.
• Refer to Reviewing Filings for detailed information on reviewing and editing filings.

How to update an owner (organization, current filing):

1. Select the Update button adjacent to the applicable owner. If the owner is an Organization, the following Update Owner screen displays, showing details about the owner.

2. Enter a value in % Ownership (the only field that can be changed).
3. Select the Save Owner button to display the Owner(s) screen.
4. Select the Next: Review Filing button.
• Review the filing for accuracy; edit information as needed.
• Select the Acknowledge check box.
• Refer to Reviewing Filings for detailed information on reviewing and editing filings.

Continue selecting the next buttons until you have paid for your filing.

How to delete an owner (current filing):

1. Select the Delete button in the Fictitious Name Owner(s) table. A confirmation message displays.

2. Select OK to close the message and delete the selected owner.

Continue selecting the next buttons until you have paid for your filing.

How to change an owner (previous filing):

1. Select the Change button to make this owner previous and add a new owner. A confirmation message displays.

2. Select OK to confirm. The Add Owner screen displays. Change and Make Previous buttons are disabled in the Owner(s) table.
3. Enter owner information,
4. Select the Save Owner button. The Owner(s) table is updated.

5. Select the Next: Review Filing button.
• Review the filing for accuracy; edit information as needed.
• Select the Acknowledge check box.
• Refer to Reviewing Filings for detailed information on reviewing and editing filings.

Continue selecting the next buttons until you have paid for your filing.

How to make an existing owner previous/current:

1. Select the Make Previous button next to the applicable owner. A confirmation message displays.

2. Select OK to close the message and update the Owner(s) table. The owner has a status of Inactive (Pending). Note that for some filings, at least one owner is required. Making all or the only owner previous produces an error message.

3. To make the owner current, select the Make Current button. A confirmation message displays.
4. Select OK to close the message and update the Owner(s) table. The owner has a status of Active.

5. Select the Next: Review Filing button.
• Review the filing for accuracy; edit information as needed.
• Select the Acknowledge check box.
• Refer to Reviewing Filings for detailed information on reviewing and editing filings.

Continue selecting the next buttons until you have paid for your filing.

Related Information

Filing a Fictitious Name

Managing Payments

Managing Shopping Cart-BE

Order Summary/Correspondence-BE

Reviewing Filings