NMSDC certification checklist
Share this with a client pursuing NMSDC certification so they gather the required documentation before their counseling appointment.
The state filing that created your company, with all amendments. Programs check the formation date, the state of formation, and that the entity named matches everything else in your package.
How to get it: Your state's Secretary of State business portal (certified copies are usually a small fee).
The signed agreement governing how your LLC is owned and run. Reviewers read it closely for ownership percentages and for any provision that limits the qualifying owner's control (supermajority votes, manager powers, transfer restrictions).
The record of who owns how many shares, with copies of issued certificates (front and back). This is the primary ownership evidence for a corporation.
A current resume showing the qualifying owner's experience and role. Reviewers use it to assess whether that owner actually manages the business's daily operations and has the background to do so.
The rules governing how your corporation is run. Reviewed for board composition, officer powers, and anything that limits the qualifying owner's control.
One requirement is awaiting verification against the official source and is not shown. Treat this list as accurate, not exhaustive.
Create a tracking link on the counselor page so a client’s finished checklist points back to you for their appointment.
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