Business Corporation Formation Filing Requirements in Montana

Short answer File Articles of Incorporation electronically with the Montana Secretary of State. The articles identify the corporate name, authorized shares, initial registered office and agent, and every incorporator; the current fee is $35, existence begins on filing or a stated date and time up to 90 days later, and organization and initial bylaws follow after incorporation.
State
Montana
Statute checked
August 14, 2026
Sources
17 statutes

At a glance

Governing law and formation recordMontana Business Corporation Act; deliver Articles of Incorporation to the Secretary of State (§§ 35-14-201 to -203)
Incorporator and signatureOne or more persons may incorporate; articles name/address each incorporator, who signs before formation and states name/capacity; no seal, acknowledgment, or verification required (§§ 35-14-120, -201, -202)
Name, purpose, and durationName needs corporation/incorporated/company/limited or equivalent abbreviation, must be distinguishable, and ordinarily cannot use cooperative; lawful-purpose and perpetual-duration defaults apply (§§ 35-14-301, -302, -401; § 2-15-401)
Agent, office, and addressesArticles state initial registered-office street and mailing addresses and agent name; appointment affirms agent consent, so no separate acceptance is required (§ 35-14-202(1)(c); § 35-7-105)
Shares, classes, and par valueState authorized shares; each class/series needs its count and designation, and terms before issuance. Full-voting and dissolution-asset rights are mandatory; par value is optional (§§ 35-14-202, -601)
Directors and other disclosuresInitial directors and addresses are optional; every incorporator name/address is mandatory. Officers, shareholders, beneficial owners, and principal office are not statutory articles fields (§ 35-14-202)
Optional and restricted provisionsMay add lawful purpose, management/power limits, par value, shareholder liability, bylaws terms, bounded director-liability/indemnification clauses, and business-opportunity provisions; specified misconduct cannot be insulated (§ 35-14-202)
Method, fee, attachments, and effectElectronic filing through the SOS portal; $35. Agent consent is affirmed rather than attached. Existence begins on filing or at a stated delayed date/time no more than 90 days later (§§ 35-14-120, -123, -203; SOS pages)
Initial report, publication, and follow-upNo formation publication or one-time initial report in the incorporation provisions; first annual report is due January 1-April 15 of the calendar year after incorporation (§§ 35-14-202, -203, -1621)
Organization, officers, and bylawsAfter incorporation, named initial directors appoint officers and adopt bylaws; otherwise incorporators elect directors. Incorporators may act by unanimous written consent; the meeting may be inside or outside Montana (§§ 35-14-205, -206)

Requirements one by one

The articles have four mandatory public field groups

Section 35-14-202 requires the corporate name, authorized-share count, initial registered-office street and mailing addresses, initial registered agent, and every incorporator's name and address. It makes initial-director names and addresses optional. A principal office, officers, shareholders, and beneficial owners are not among the statutory articles fields; the principal office and director/officer information first appear in the later annual report under § 35-14-1621.

Section 35-14-301 supplies the lawful-business default, and § 35-14-302 supplies perpetual duration unless the articles provide otherwise.

One or more persons may incorporate under § 35-14-201. Because the corporation has not yet formed, § 35-14-120 places the signature with an incorporator. The signer states a name and capacity. A seal, attestation, acknowledgment, and verification are optional.

Share terms go beyond a single authorized-share number when classes differ

Section 35-14-601 requires each class or series, its authorized count, and its distinguishing designation. Before shares of a class or series are issued, the articles must describe its preferences, rights, and limitations. The charter must collectively provide full voting rights and rights to the corporation's net assets on dissolution.

Par value is optional under § 35-14-202(2). The same section permits lawful purpose, management, power-allocation, shareholder-liability, bylaw, bounded director-liability and indemnification, and business-opportunity provisions. It does not allow a liability clause to protect an unentitled financial benefit, intentional harm, an unlawful distribution under § 35-14-832, or an intentional criminal violation.

Electronic filing starts existence unless a fixed later time is chosen

Section 35-14-120 makes electronic transmission the statutory filing rule, subject to any exception the Secretary authorizes. The current Secretary of State page directs a new business to start an application in the online portal, and the current fee schedule lists $35 for profit-corporation Articles of Incorporation. The $20 24-hour and $100 one-hour processing charges are optional.

Under § 35-14-123, a filed document ordinarily takes effect at filing. Under § 35-14-203, corporate existence begins when the articles are filed unless a delayed effective date is specified. A stated later time on the filing date or a delayed date and time is allowed, but a delayed date may not be more than 90 days after filing. A delayed date without a stated time takes effect at 12:01 a.m.

Organization follows the public filing

If the articles name initial directors, they call the organizational meeting, appoint officers, adopt bylaws, and handle other organization business. If the articles do not name them, the incorporators elect directors and complete organization or elect a board to do so. Incorporators may replace their meeting with one or more written consents signed by every incorporator (§ 35-14-205).

Under § 35-14-206, the incorporators or board must separately adopt initial bylaws. Those bylaws may contain provisions consistent with Montana law and the articles.

What trips people up

  • An ordinary Chapter 14 filing cannot use “cooperative.” Current § 2-15-401 directs the Secretary not to accept that term or a derivative for an ordinary corporation filing, subject to the statute's listed cooperative and pre-October 1, 2023 exceptions.
  • Agent consent is built into the appointment. Section 35-7-105 treats the appointment as the corporation's affirmation that the agent consented; it does not require a separate signed acceptance attachment.
  • The annual report is not a formation-day filing. Section 35-14-1621 sets the first report window at January 1 through April 15 of the calendar year after incorporation. The incorporation provisions add no publication step.
  • Filing and organization are separate events. Corporate existence can begin before officers are appointed and bylaws are adopted, but §§ 35-14-205 and -206 still require the organization work afterward.

Common questions

May the organizational meeting be held outside Montana? Yes. Section 35-14-205 expressly permits it inside or outside the state.

Must the articles repeat the corporation's statutory powers? No. Section 35-14-202(3) says the articles need not set out the powers enumerated in the Act.

May a charter term depend on an outside fact? Sometimes. Section 35-14-120(11) permits objectively ascertainable facts when the articles explain how they operate, but names and addresses, the registered office and agent, authorized-share counts and designations, and the effective date may not depend on an outside fact.

Statutes and sources

  • Mont. Code Ann. §§ 35-14-201 to -203 — incorporators, articles contents, optional provisions, and beginning of existence. Official § 201, § 202, and § 203 (accessed 2026-08-14).
  • Mont. Code Ann. §§ 35-14-120 and -123 — signer, optional formalities, electronic delivery, extrinsic facts, and effective time. Official § 120 and § 123 (accessed 2026-08-14).
  • Mont. Code Ann. §§ 35-14-301, -302, and -401; § 2-15-401 — lawful-purpose and perpetual-duration defaults, corporate name rules, and the cooperative- term restriction. Official § 301, § 302, § 35-14-401, and § 2-15-401 (accessed 2026-08-14).
  • Mont. Code Ann. § 35-7-105 and §§ 35-14-601, -832 — registered-agent consent; class, series, voting, dissolution-asset, and other share terms; and the unlawful-distribution liability preserved from charter limitation. Official agent text share text, and distribution text (accessed 2026-08-14).
  • Mont. Code Ann. §§ 35-14-205, -206, and -1621 — organization, initial bylaws, and first annual-report timing. Official § 205, § 206, and § 1621 (accessed 2026-08-14).
  • Montana Secretary of State business and fee pages — current online route, $35 base fee, and optional expedite charges. Business page and fee schedule (accessed 2026-08-14).

Source links

Every statute quoted above, linked, with the date we checked it.

Mont. Code Ann. § 35-14-201 · accessed 2026-08-14
Mont. Code Ann. § 35-14-120 · accessed 2026-08-14
Mont. Code Ann. § 35-14-120 · accessed 2026-08-14
Mont. Code Ann. § 35-14-202 · accessed 2026-08-14
Mont. Code Ann. § 35-14-401 · accessed 2026-08-14
Mont. Code Ann. § 2-15-401 · accessed 2026-08-14
Mont. Code Ann. § 35-14-301 · accessed 2026-08-14
Mont. Code Ann. § 35-14-302 · accessed 2026-08-14
Mont. Code Ann. § 35-7-105 · accessed 2026-08-14
Mont. Code Ann. § 35-14-601 · accessed 2026-08-14
Mont. Code Ann. § 35-14-832 · accessed 2026-08-14
Mont. Code Ann. § 35-14-123 · accessed 2026-08-14
Mont. Code Ann. § 35-14-203 · accessed 2026-08-14
Mont. Code Ann. § 35-14-205 · accessed 2026-08-14
Mont. Code Ann. § 35-14-206 · accessed 2026-08-14
Mont. Code Ann. § 35-14-1621 · accessed 2026-08-14
This page is general legal information about the state formation filing and immediate statutory organization of an ordinary domestic for-profit corporation, not legal, tax, accounting, securities, licensing, capitalization, or entity-choice advice. Filing methods, fees, forms, attachments, public disclosures, publication, expedited service, and initial reports change more often than the underlying corporation act. Professional, nonprofit, benefit, regulated, public, foreign, and converted entities may use different documents or rules. Filing the formation record does not by itself issue shares, obtain an EIN or tax election, satisfy securities law, obtain a license, or register the corporation elsewhere. Verified against the cited official statute and filing materials on the date shown; confirm current instructions with the filing office and obtain licensed advice for a rejected filing, disputed effective date, specialized charter term, or capital structure.

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