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Professional
Resources
Resident
Agent
Note: The description of each Professional
Resource form is very similar. If you
are going through Help forms one-by-one you may want to read about one of the
Professional Resources then skip to the Other
Resources form.
Purpose: Resident Agent information is needed in
many of the corporate documents generated by the CMS. The Resident Agent form eliminates
duplication of data, reduces the possibility of errors, and reduces the
amount of time needed to produce corporate documents.
Overview: To add a record, press the New button
on the standard toolbar. The new
record is generated is titled New Resident Agent Record. Click in the Resident Agent textbox and
enter the name of the resident agent.
The initial ‘** No Resident Agent **’ record must remain an option for
corporations that do have a resident agent so it can not be modified or
deleted.
Fill in the data including the appointment date which is
the date of the directors’ resolution documenting the appointment of the
resident agent. Enter the annual fee,
which is the yearly amount paid for the resident agent to represent the
corporation. (If the fee is monthly
multiply it by 12 for the annual fee.)
Add as many resident agent records as needed for all the corporations
in the database.
All of the resident agents are displayed in the resident
agent list. When a different company
is selected using the company tabs at the top of the form, the resident agent
for the company is selected in the list and the resident agent’s data appears
on the form. To select a different
resident agent for a company just click on the resident agent’s name in the
list while the company name is selected in the company tabs. If a company is not represented by a
resident agents select the ‘** No Resident Agent **’ option.
Details: Click the underlined links below for
details.
Related Information:
1. Adding A Resident Agent Record
- Use Standard Toolbar ADD  button or
- Use the New Resident
agent Record option under File in the main menu at the top of the form
2. Deleting
A Resident Agent Record
- Use Standard Toolbar
DELETE  button or
- Use the Delete Resident Agent option
under File in the main menu at the top of the form
3. Modifying A Resident Agent Record
- Use Standard Toolbar SAVE
 button or the
REVERT  button
or
- use the SAVE or REVERT
options under File in the main menu at the top of the form
4. Record Navigation 
- The First/Prior/Next/Last
buttons move through the resident agent records in the order they were
entered
5. List  and
Find 
- The ‘List’ option
displays resident agents by company name
Selecting a name in the list
displays that
record on the form.
- The ‘Find’ option locates resident
agent records by
City
Representative
Resident Agent
6. Reports The following reports are
accessible from the Reports option on the main menu. While moving from one
form to another the report options change.
- Resident Agent Profile for
the Selected Company
- Resident Agents by Company
- Resident Agents by Resident Agent
____________________________
Company Tabs:
Use these tabs to navigate through the companies in the
database. When a company name is
selected, the resident agent representing the company is selected in the resident
agent list.
GO TOP
____________________________
Resource Tabs:
This is a set of tabs located under the company tabs that display the
professional resource pages. The Other
Resources tab displays web links to topics important to corporations
including the SEC web site and Secretary of State web sites.
GO TOP
____________________________
Resident Agents: List of all resident
agents in the database. Select a
company tab at the top of the form then select one of the resident agents in
this list. The selected resident agent’s
name is then associated with the selected company. Each time a company tab is selected the resident
agent’s information appears on the form for the resident agent that is associated
with the selected company.
GO TOP
____________________________
Date Appointed:
The date the board of directors approved a resolution appointing the
selected resident agent to represent the corporation.
GO TOP
____________________________
Annual Fee: The fee charged by the Resident Agent to represent the
selected corporation in the state of incorporation. If the fee charged is monthly, multiply it
by twelve to get the annual fee.
GO TOP
____________________________
Email Button:
Click this button to send an email message to the selected resident
agent. Your email software must be
MAPI compliant to use the CMS for emailing.
MAPI is supported by: Outlook, Outlook Express, Netscape, Eudora,
and Groupwise.
GO TOP
____________________________
Resident Agent: The resident agent
textbox should contain the name of the resident agent while the Representative
textbox contains the name of the contact that works
with the corporation.
GO TOP
____________________________
Email Address: Email address for
the resident agent. This is required
if you want to send emails to the resident agent using the Email Button.
GO TOP
____________________________
Adding A Resident Agent Record: Click the Add button on the standard toolbar to add a
record to the resident agent list.
GO TOP
____________________________
Deleting A Resident Agent Record: Press the Delete
button on the standard toolbar to delete the selected resident agent
record. If the resident agent record that’s
being deleted is associated with a company in the database, the name of the resident
agent will change to the ‘** No Resident Agent **’ option.
GO TOP
____________________________
Modifying
A Resident Agent Record: Select the name of
the resident agent in the list. Information for
the selected resident agent appears and can then be modified.
GO TOP
____________________________
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