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Amendments

Keep State Records
Aligned With Your Business

When your company changes, its state record may need to change too. We help you work out what changed and file the right update.

  • Name
  • Address
  • Management
  • Ownership
Quick answer

Does Every Change Need a State Filing?

No. A new company name, a new registered agent or a change in how the company is managed may need an amendment or another filing with the state. A change among owners may only need your internal records updated, depending on your entity and state. We start by finding out what changed.

  • What changed
  • Your entity and state
  • Which records

See Business Compliance

How it works

Updating Your Records in Four Steps

From “something changed” to records that match.

Before the next filing

Changes That May Need a State Filing

These are often shown on the public record:

  • Company name
  • Registered agent or registered office
  • How the company is managed
  • Other details in the formation document

Which details are public depends on your state and entity type, so we check first.

Changes That May Stay Internal

These often belong in your own records:

  • Ownership changes between members
  • A new or updated operating agreement
  • Capital contributions and loans
  • Roles and titles inside the company

Even when nothing is filed, keep your operating agreement or stock records in step with the change.

After a change

Records That May Need to Follow

One change can touch several places. We help you see them all.

  • Registered agent
  • IRS and tax accounts
  • Licenses and permits
  • Bank and vendors
  • Operating agreement or bylaws
  • Your next annual report

Ownership Changes and Your Taxes

Some ownership changes can affect how the company is taxed and which federal return it files, for example when a single-owner LLC adds a member. We point you to Business Tax Returns when that may apply.

Name or Address Changes

A new name or address has its own checklist: the state record, the registered agent, the IRS, licenses, your bank and your vendors. Our name and address page walks through it.

Annual reports

An Annual Report Is Not Always an Amendment

Some states let you update certain details through a recurring report, while other changes need a separate amendment or form. We tell you which applies.

Annual Reports
Documents

What Should You Prepare?

Having these ready keeps the update moving.

  • Company detailsName and state of formation
  • The changeOld and new details
  • DateWhen the change takes effect
  • ApprovalWho agreed to the change
  • Formation documentsThe filed originals, if you have them
  • Governing documentOperating agreement or bylaws
  • Agent detailsCurrent registered agent
Client portal

Keep Changes and Filed Documents Together

What changed, what was filed and where it stands. Select a tile to see what it shows.

See the Client Portal

Amendment Example

  1. Change noted
  2. Reviewed
  3. Filed
  4. Accepted
  5. Documents ready

Change Review: See what changed and which records it affects.

FAQ

Business Amendments Frequently Asked Questions

View All FAQs
Do I always need to file an amendment when something changes?

No. Some changes need an amendment or another filing with the state, and others only need your internal records updated. It depends on what changed, your entity type and your state.

Which changes usually need an amendment?

A change to the company name often does, and in many states so can a change to details in the formation document, such as how the company is managed or its registered agent. The exact list varies by state and entity type.

Does an ownership change need a state filing?

Often not for an LLC, since member ownership is usually kept in company records rather than filed with the state, but some states ask for member or manager details. A corporation tracks ownership in its stock records. We check your state first.

How long does an amendment take?

It depends on the state filing office and the filing method. Some states offer expedited processing for an additional government fee.

How much does an amendment cost?

The price has two parts: our service fee and the state's filing fee, which varies by state. We show you both before you pay.

Does changing my company name change my EIN?

Generally, a name or address change alone does not require a new EIN.

What happens after the state accepts the update?

We deliver the filed documents and list the other records that may need to follow, such as tax accounts, licenses, your registered agent and your bank.

Ready to Update Your Records?

Tell us your company, your state and what changed. We will tell you whether a state filing is needed and what else should be updated.

Whether a change needs a state filing depends on your state and entity type.