Get Form 804 Sosdirect Online Filing Instructions (periodic Report ...

Filing a periodic report for a limited partnership is an important step in maintaining compliance with state regulations. This guide provides a clear and comprehensive overview of how to complete the Form 804 SOSDirect online, ensuring that you provide all required information accurately and efficiently.

Follow the steps to successfully complete your periodic report.

1. Click the ‘Get Form’ button to access the form and open it in the online filing interface.
2. Review the information already populated on the form regarding the registered agent and registered office address. If needed, update this information in the appropriate fields.
3. Confirm that the registered office address adheres to the requirements, including that it is not solely a mailbox or answering service.
4. Select whether you wish to attach the written consent of the registered agent. If attaching, choose the appropriate option and upload the electronic file in TIF, TXT, or PDF format.
5. Enter the principal office address, ensuring it includes all required components such as street address, city, state, zip code, and country.
6. Provide the names and addresses of each general partner on record. Note that changes to general partners should be handled through an amendment if there are any additions, deletions, or name changes.
7. Review the execution section and ensure it is signed by an authorized general partner. Follow the guidelines for signatures if the general partner is a legal entity.
8. After completing all sections, carefully review the information displayed in the document image. Ensure all entries are accurate before proceeding.
9. Choose one of three actions: click ‘Submit Filing’ to transmit the document, ‘Edit Filing’ to make corrections, or ‘Cancel Filing’ if you wish to terminate the process.
10. Upon submission, keep a copy of the receipt message confirming your filing, which will contain the session ID and document tracking number.

Complete your periodic report online today to stay compliant and maintain your limited partnership status.