Corporation Annual/Biennial Compliance and Good-Standing Packet - Montana
MONTANA CORPORATION ANNUAL-REPORT AND EXISTENCE PACKET
Scope. Use for a domestic or registered foreign profit corporation. Farm, professional, nonprofit, benefit, tax, and regulated-industry obligations require separate review.
1. CORPORATE RECORD
| Item | Verified information |
|---|---|
| Exact name and filing number | [________________________________] |
| ☐ Domestic ☐ Foreign | [________________________________] |
| Registered agent and office | [________________________________] |
| Principal office | [________________________________] |
| Directors and principal officers | [________________________________] |
| Current Secretary of State status | [________________________________] |
2. DEADLINE AND 2026 FEES
MCA § 35-14-1621 and the Secretary of State's current guidance use an April 15 timely-filing deadline.
As of 2026-07-29, the Secretary announced that the timely 2026 annual-report fee is waived; the current fee page lists $35 after April 15. The waiver is date-specific and must not be copied into a later year without rechecking.
| Control | Verified value |
|---|---|
| 2026 timely deadline | April 15, 2026 |
| Timely 2026 fee | Waived |
| Post-April-15 fee shown by SOS | $35 |
| Filing portal | Montana Business Filing Portal |
3. REPORT REVIEW
☐ Name and jurisdiction of incorporation.
☐ Registered office and agent.
☐ Principal office.
☐ Directors and principal officers with required addresses.
☐ Authorized shares and other current portal questions reviewed against charter and stock ledger.
☐ Separate amendment filed for any change the annual report cannot effect.
4. STATUS AND EVIDENCE
☐ Accepted report and receipt retained.
☐ Domestic certificate of existence or foreign certificate of authority ordered if requested; current SOS fee page lists $5.
☐ Delinquent entity routed to the Montana corporation reinstatement packet.
☐ Secretary of State status kept separate from tax and license status.
5. NEXT-CYCLE CONTROL
| Task | Owner | Due |
|---|---|---|
| Recheck § 35-14-1621 and amendments | [Name] | [__/__/____] |
| Confirm whether next year's timely fee is waived | [Name] | [__/__/____] |
| Reconcile governance, shares, agent, and offices | [Name] | [__/__/____] |
6. COMPLETION CERTIFICATE
Prepared by: [________________________________]
Official sources rechecked on: [__/__/____]
Authorized filer: [________________________________]
Signature: [________________________________] Date: [__/__/____]
SOURCES AND REFERENCES
- MCA § 35-14-1621
- Montana business filing fees
- Montana Secretary of State 2026 fee-waiver announcement
- Montana business filing portal
Current April 15 rule, 2026 waiver, late fee, certificate fees, and amendment search verified 2026-07-29.
About this template
- Last updated
- July 29, 2026
- Citations checked
- July 29, 2026
- Jurisdiction
- Montana
- Category
- Corporate & Business
Legal authority
- MCA § 35-14-1621 (business-corporation annual report)
Corporate documents govern how a company makes decisions, records them, and handles disputes between owners, directors, and officers. Proper corporate paperwork is what lets a business take advantage of limited liability, pass clean audits, and survive an acquisition or investor review. Skipping formalities like written resolutions and signed consents is one of the fastest ways for a business owner to lose personal asset protection.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on July 29, 2026.
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