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BANK-READY PACK · LLCs & CORPORATIONS

Everything the bank asked for.
One form. One order. Dated right.

Certified articles, a Certificate of Good Standing dated within the last 30 days, a pre-filled operating agreement and an EIN-letter guide. Fill in one form; we order the state documents and generate the rest onto your dashboard.

Start the pack — $162.50 + state fees Not sure what they need? 30-second check
  • Good Standing ordered the day you pay
  • State fees at cost, quoted live
  • Agreement and EIN guide generated from one form
A family business owner shaking hands with a banker across a desk Good Standing dated inside 30 days

Thirty-second check

What did the bank actually ask you for?

Tap everything on their list. If you only need one free document, we say so instead of selling you the pack.

Tap what is on the bank’s list to see what you actually need.

The checklist

What the bank or lender actually asks for

Four documents, and the one that trips people up is the date: a good-standing certificate older than 30 days at the appointment gets sent back. Lenders also pull the company’s Dun & Bradstreet file, which is why the DUNS number vs EIN guide belongs on the same checklist.

0 daysThe freshness window most banks apply to a Certificate of Good Standing. Some accept 60. We order yours when you order the pack, so the date is right.
0 formCompany, members, EIN status, bank date. That's everything we need to order and generate the whole pack.
800-829-4933The IRS Business & Specialty line. Lost your EIN letter? An authorized person calls, asks for a 147C, and it faxes back in the same call.
$0.00One price for both state documents. State fees are charged at cost; the operating agreement and EIN guide are included.
  • Certified copy of your articles
    Ordered from the state of formation. State fee quoted live at checkout and charged at cost.
    $80 + state fee
  • Certificate of Good Standing, fresh
    Ordered the day you pay so it is inside the 30-day window. State fee invoiced at cost after issue; see your state's fee.
    $82.50 + state fee
  • Operating agreement or bylaws, pre-filled
    LLCs get an operating agreement; corporations get bylaws with a banking-authority article — generated from your answers. Print, sign, done.
    Included
  • EIN letter guide
    Where your CP 575 is, or the exact 147C call script if it is lost — plus a bank cover checklist for the appointment.
    Included

Order the pack

Four short steps, then it's on your dashboard

Answer once. We use the same answers to order the certified copy and the good-standing certificate from the state, and to generate your operating agreement, EIN letter guide and bank checklist. You never re-type any of it.

After payment you get a link to your pack page — the generated documents are there immediately; the state documents show their status as they ship.

  • 1Company — name, state, type, formation date
  • 2Owners — who owns it and who signs
  • 3Addresses — principal office and registered agent
  • 4Bank — EIN status, appointment date, lender

Your answers save in this browser as you go — close the tab and pick up where you left off.

Entity 1 of 1 Saved

Your company

Exactly as it appears on your articles — the state matches on this.

Per entity: Certified copy + Good Standing$162.50
Plus: Operating agreement + EIN guide + bank checklistIncluded
Due today$162.50

Card processing is added at checkout. We order documents; we do not open the account, and no bank is obliged to approve anyone. Not legal advice.

Before the appointment

Questions people ask before the bank

Why does the date on the Certificate of Good Standing matter so much?

Banks and lenders treat it as proof your company is currently in good standing, so most want it dated within the last 30 days (a few accept 60). We order it when you pay, and if you give us your bank date we check the issue date against it before it ships.

Can I use my registered-agent address as the business address?

Usually not. A registered-agent address is where legal notices go; banks ask for the address where the business actually operates, and many verify it. Put your real principal office on the form — it goes into the operating agreement and the cover checklist.

I lost my EIN confirmation letter. Can you get it for me?

No — the IRS only releases it to an authorized person of the company. Call the IRS Business & Specialty line at 800-829-4933, ask for a 147C letter, and have it faxed back during the call. Your pack includes the exact script and what to have in front of you.

Who has to sign the operating agreement?

Every member if it is member-managed; every manager (and usually the members) if it is manager-managed. The person signing the bank's forms must be someone the agreement names with authority to do so — that mismatch is a common reason applications stall.

Do you open the bank account?

No. We order and generate the documents banks ask for. Opening the account, and the decision to approve it, is between you and the bank. Non-resident owners can order the pack the same way; the bank's own requirements still apply.

What if my company is not in good standing?

The state will not issue the certificate until it is. If an annual report is missed or the company lapsed, reinstatement comes first; we will tell you rather than let the order sit.

After the bank says yes

The certificate you just ordered expires in 30 days. Your good standing shouldn't.

Lenders re-check standing at every draw, renewal and refinance. Two things help keep the next certificate quick and the next loan on track: a filed annual report and a registered agent that receives your state notices and forwards them to you.

Keep it current

Annual report + registered agent

We file the report before the state deadline, and your registered agent, through our partner Registered Agents Inc, keeps every state you operate in covered — so "good standing" stays true all year, not just this month.

Keep it in good standing Once the money lands

Business Consulting — $4,500 · 90 days

Entity choice, growth roadmap and CPA-ready books, so the capital you just unlocked goes where the plan says it should.

See the 90-day engagement

Still deciding on the structure the lender wants to see? Read the C-Corp lending guide for family businesses · or book a free strategy call.