--- name: qualification-to-do-business title: State Qualification to Do Business description: 'Drafts U.S. foreign-corporation qualification filings (Certificate of Authority) for a target state. Use when registering a corporation to transact business outside its home jurisdiction, appointing a registered agent, checking qualification triggers, or assembling a filing-ready package. Trigger terms: certificate of authority, foreign corporation, register to do business, registered agent appointment.' author: CaseMark author_url: https://github.com/CaseMark/skills/tree/main/skills/legal/qualification-to-do-business license: Apache-2.0 version: 0.1.0 execution_mode: open jurisdiction: us practice: corporate language: en --- # State Qualification to Do Business Produces a state-specific Certificate of Authority packet for a foreign corporation seeking authorization to transact business in a U.S. state. ## Quick Start Gather before beginning: - Formation documents (articles/certificate, bylaws, officer authorization) - Exact legal name as filed in home jurisdiction (including punctuation and designator) - Home-jurisdiction certificate of good standing/existence - Current officers/directors with titles and addresses - Target-state filing requirements (form, fee, method, signature/notary rules) - Name-availability result in target state ## Workflow ### 1. State Compliance Snapshot Build this table first — all downstream work depends on it. | Item | Output | |---|---| | Target state + filing office | Exact program and office | | Qualification required? | Yes/No + legal basis or exception | | Official form | Title, version, or "none available" | | Filing name | Legal name + assumed-name requirement if any | | Registered agent | Name, physical address, consent format | | Notarization/declaration | Required? Text if yes | | Certificate authentication | Apostille/consular rule if applicable | | Fee + payment channel | Amount and method | | Submission channel | Online/mail/in-person + portal ID | If qualification is **not required**, output a reasoned denial memo instead of a filing package and stop. ### 2. Collect Core Data | Field | Rule | |---|---| | Legal name | Match formation document exactly | | Formation jurisdiction + date | State/country + incorporation date | | Duration | Perpetual or fixed term | | Principal office | Physical address (no PO box if disallowed) | | Registered office | Physical in target state | | Registered agent | Full name + address + availability | | Officers | Names, titles, business addresses | | Directors | Names + addresses | | Authorized filer | Title + authority source | Do not infer missing officer/agent details — request them. ### 3. Draft the Application 1. Build statutory sections: identification, in-state presence, registered office/agent, governance disclosure, certification, signature block. 2. Populate from source records only. 3. Insert signature block with state-specific attestation/declaration. 4. Add registered-agent consent using required language. 5. Append filing checklist: application, good-standing certificate, name reservation docs (if needed), fee payment, required affidavits. 6. Add transacting-business risk note if applicability is uncertain. ### 4. Validate Before Output - [ ] No placeholders remain - [ ] Registered-agent consent present and complete - [ ] Good-standing certificate recency meets target-state tolerance [VERIFY] - [ ] Officer/director rosters current and sourced - [ ] Notary/declaration block matches state requirement - [ ] Fee amount verified from latest state guidance [VERIFY] ## Pitfalls - **No cross-state assumptions.** Each state has unique forms, fees, and requirements — use target-state authority directly. - **Preserve exact legal name.** Capitalization, punctuation, and entity designator must match formation documents. - **Foreign-country incorporation.** Evaluate apostille or authentication chain requirements [VERIFY]. - **Exempt activities.** If activity may be exempt (isolated transaction, interstate-only), flag for legal review [VERIFY].