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of Registered Agent (mandatory) Articles of Dissolution (mandatory, if applicable) Any other required state forms\n\nLimited Liability Company Name (if desired) Articles of Organization (mandatory) Amendments to Articles of Organization (mandatory, if applicable) Annual Company Reports (mandatory) Change of Address k insurance requirements Prepare company accounting ledgers Prepare company record book (looseleaf binder)\n\nLLC Document Filing Checklist ­ New Mexico\n? ? ? ? ? ? ?\nApplication for Reservation of ey review Articles of Organization prior to filing Review tax impact of organization with an accountant Check state tax, employment, licensing, unemployment, and workers compensation requirements Checion Worksheet Check annual fees and filing requirements Reserve company name, if desired, by filing with the state. Prepare Articles of Organization Prepare Operating Agreement If desired, have attorn____\n\nLLC Pre-Organization Worksheet\n\n4\n\nLLC Pre-Organization Checklist ­ New Mexico\n? ? ? ? ? ? ? ? ? ? ? ?\nWrite state limited liability company office for information Complete Pre-Organizat________________________________________ Amendments to Operating Agreement (majority/%/unanimous?): _________________________ __________________________________________________________________________f limited liability company: ____________________________________________ Amendments to Articles of Organization (majority/%/unanimous?): _______________________ _______________________________________________________________ Insurance needs: ________________________________________________________________ New members: _________________________________________________________________ Termination o________________ ________________________________________\n\nTransfer of membership interests: _________________________________________________ Expulsion of members: _________________________________es of members: Name ___________________________________ ___________________________________ ___________________________________ Salary ________________________________________ ________________________ authority : Name ___________________________________ Authority to Do ________________________________________\n\nLoans to members: _____________________________________________________________ Salari________________________ Fiscal Year: ___________________________________________________________________ Accounting type (cash or accrual?): ________________________________________________ Financial____________________ Annual members meeting: Place ______________________________________ Date ____________________ Time _____________\n\nRequired vote for members actions: (majority/%/unanimous?): __her states necessary? ____________________________________________\n\nLLC Pre-Organization Worksheet\n\n3\n\nCompany Operating Agreement\nRequired quorum for members meetings: __________________________________ Proposed bank for company bank account: ___________________________________________ Cost of organization: ____________________________________________________________ Is qualification in ot________________________ ________________________________________________ ________________________________________________\n\nProposed date of first members meeting: _______________________________________________________________________ __________________________________________\n\nProportionate Share of Profits and Losses\n________________________________________________ _________________________________________________________ Initial indebtedness: $ _________________ Management of the company: Name\n__________________________________________ __________________________________________ _______________________________________________ ________________________________________________ ________________________________________________\n\nDistribution and retention of profits and losses: __________________ __________________________________________ __________________________________________\n\nProportionate Share of Profits and Losses\n________________________________________________ ____________ _________________ _________________ _________________ _________________\n\nMembers\' share of profits and losses: Name\n__________________________________________ ____________________________________ _____________________________________\n\nValue _________________ _________________ _________________ _________________ _________________ _________________\n\nValue _________________ ___________roperty/Services _____________________________________ _____________________________________ _____________________________________ _____________________________________ ______________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ ________________ ________________ Cash/P ____________________ ____________________ ____________________ ____________________ ____________________\n\nCash/Property/Services _____________________________________ ______________________________nName ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ Additional contributions: $ Date when due: Name ______________________ ______________________________________________________________________________ Initial investment total: $ ________________ Date when due: ________________\n\nLLC Pre-Organization Worksheet\n\n2\n\________________ _________________ _________________ _________________ _________________ _________________\n\nLimited liability company\'s registered agent and office address: __________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ Phone _d members of the company: Name ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ Address ____________________________________________________________________ _________________________________ ___________________________________________ Number of proposed members: ____________________________________________________ Propose_______ Names and addresses of those who will act as organizers: Name Address _________________________________ ___________________________________________ _________________________________ __________s\nState of organization: New Mexico Company existence (limited or perpetual?): __________________________________________ Proposed date to begin company business: ___________________________________________ State/local licenses required: ______________________________________________________ Patents/copyrights/trademarks: ____________________________________________________\n\nOrganization Matterzation Worksheet\n\n1\n\nType of Business\nPurpose of limited liability company: _______________________________________________ _______________________________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________\n\nLLC Pre-Organi of business (own or lease?): _______________________________ ______________________________________________________________________________ Other places of business: _____________________________________ Description of principal place of business: ___________________________________________ ______________________________________________________________________________ Ownership of principal place_____________\n\nLocation of Business\nAddress of principal place of business: ______________________________________________ ______________________________________________________________________________________________ ________________________ Phone __________________________ __________________________ __________________________ __________________________ __________________________ ____________________________ _______________________ _______________________ _______________________ Address ________________________ ________________________ ________________________ ________________________ ________________________________________________________________________________\n\nParties Involved in Forming the Limited Liability Company\nName _______________________ _______________________ ________f the Limited Liability Company\nFirst choice: ___________________________________________________________________ Alternate choices: _______________________________________________________________ __xico\nName/Address of State Limited Liability Company Department:\nNew Mexico Corporation Commission Corporation Department Chartered Documents Bureau Drawer 1269 Santa Fe, NM 87504\n\nProposed Name o should be the determination of how the limited liability company will amend its Operating Agreement.\n\nInstructions for LLC Pre-Organization Worksheet\n\n4\n\nLLC Pre-Organization Worksheet ­ New Mensidered. Amendments to Articles of Organization: Here should be the determination of how the limited liability company will amend the Articles of Organization. Amendments to Operating Agreement: Hereor their entry. Termination of limited liability company: How will the company end? Here list any considerations relating to the dissolution of the limited liability company that you may wish to be coider the need for the members or the company to provide the members with life and/or disability insurance. New members: Will new members be allowed in the company? Here note the terms and conditions fonditions for the removal of members. Insurance: Under this heading, consider the types of insurance that you will need, ranging from general casualty to various business liability policies. Also cons company to third parties. This may range from \"not at all\" to \"freely\" or may be unanimous or majority consent of the other members. Expulsion of members: Here you should consider the terms and ccompany. Transfer of membership interests: Under this listing, a decision should be noted as to whether and how members are to be allowed to transfer their ownership interests in the limited liabilitydecide if you wish the company to have the ability to make loans directly to its members. Salaries to members: Here you should decide if the members will earn a salary for their work on behalf of the rity: Here list the authority of each proposed member to sign checks, borrow money in the company name, or sign documents in the name of the limited liability company. Loans to members: In this item, crual) of the limited liability company should be chosen in advance. Please consult with a competent accounting professional.\n\nInstructions for LLC Pre-Organization Worksheet\n\n3\n\nFinancial authomore than 50 percent), although this figure can be set higher and can be made to be unanimous. Fiscal year and accounting type: For accounting purposes, the fiscal year and accounting type (cash or ac this is the percentage of ownership shares of the limited liability company that must vote in the affirmative in order to officially pass any member business. This is normally set at a \"majority\" (l members meeting: The date, time, and place of the annual members meeting should be specified. Required vote for member action: Once it is determined that a quorum of members is present at a meeting,t must be represented at a members meeting in order to officially transact any company business. This is normally set at a \"majority\" (over 50 percent), although this figure can be set higher. Annuar activities in another state, you are advised to consult a competent business attorney. Required quorum for members: This is the percentage of ownership of shares in the limited liability company thathe other state. In this context, a limited liability company from another state is referred to as a \"foreign\" limited liability company. If you desire that your limited liability company qualify fothat the main state of organization, it is necessary to \"qualify\" the limited liability company in that state. This generally requires obtaining a Certificate of Authority to Transact Business from ring the necessary supplies; and any other direct costs of the organization process. Out-of-state qualification: If the limited liability company desires to actively conduct business in a state other se note that a complete fee schedule is available at the web address listed above). This cost should also reflect the cost of obtaining professional assistance (legal or accounting); the cost of procuk the necessary bank resolution form, which will be signed by the members at the first members meeting. Cost of organization: The state fee for organization in New Mexico is a filing fee of $50. (Pleaating Agreement will be officially adopted Proposed bank for company bank account: In advance of organization, you should determine the bank which will handle the company accounts. Obtain from the banlso note who will actually comprise the management of the company. Date of first members meeting: This will be the date proposed for holding the first meeting of the members, at which the company OperC Pre-Organization Worksheet\n\n2\n\nManagement of the limited liability company: If the business is to be managed by members only, or members and managers, or managers only, note the decision here. Ae how the limited liability company will distribute its profits and losses to each partner. If the company will retain a portion of the profits for reinvestment, note that here.\n\nInstructions for LLes of the business will be distributed to the members. This may, but need not, be based on the amount of the contributions of the members to the company. Distribution of profits and losses: Here decidny initial indebtedness for the limited liability company, please list it here. Share of profits and losses: Under this heading is noted how the members decide in what proportions the profits and losse to be made. Additional contributions by members: If there are to be planned additional member contributions of money, services, or property, list them here. Initial indebtedness: If there is to be abusiness. This transfer will be in exchange for ownership interests in the limited liability company. This is also referred to as \"paid-in capital.\" List also the dates on which the contributions arlity company is selected as the registered agent. Initial Investment: This figure is the total amount of money or property that will be transferred to the limited liability company upon its beginning e limited liability company). The person need not be a member of the limited liability company. The registered agent need not be a lawyer. Normally, the main owner or the attorney of the limited liabibility company. All states require that a specific person be available as the agent of the limited liability company for the service of process (that is: to accept subpoenas or summons on behalf of thf Organization. Limited liability company\'s registered agent and address: Here you should list the name and actual street address of the person who will act as the registered agent of the limited liantities. Proposed members: Here you should list the names and addresses of the proposed members of the company. In New Mexico, it is required that these names and addresses be stated in the Articles onot be a natural person, nor need they be a member. Number of members: In New Mexico, the minimum number of members for a limited liability company is one. Members may be natural persons or business e a later date if so stated in the Articles of Organization. Organizers: This should be the person (or persons) who will prepare and file the Articles of Organization. In New Mexico, an organizer need of your limited liability company will continue to be legally liable for any business conducted on behalf of the proposed limited liability company. In New Mexico, the effective date may be delayed to be the date on which you expect the limited liability company to begin its legal existence. Until this date (actually, until the state formally approves the Articles of Organization), the organizers er) or limited to a certain length. In virtually all cases, you should choose perpetual.\n\nInstructions for LLC Pre-Organization Worksheet\n\n1\n\nProposed date to begin company business: This shouldoted here. State of organization: In general, the limited liability company should be organized in the state in which it will conduct business. Company existence: The choices here are perpetual (forevnses required for your locality and business type. Patents/copyrights/trademarks: If patents, copyrights, or trademarks will need to be transferred into the limited liability company, they should be ns of businesses will require health department approvals, state board licensing, or other forms of licenses. If necessary, check with a competent local attorney for details regarding the types of licess. Most states require obtaining a tax ID number and a retail, wholesale, or sales tax license. A Federal tax ID number must be obtained by all limited liability companies. Additionally, certain typevity of the business; for example, \"to conduct any and all lawful business.\" State/local licenses required: Here you should note any specific requirements for licenses to operate your type of busineny is homebased, this address should be the home address. Purpose of limited liability company: All states provide for the use of an \"all-purpose\" business purpose clause in describing the main actie limited liability company. Principal place of business: This must be the address of the actual physical location of the main business. It may not be a post office box. If the limited liability compa word \"Company\" may be abbreviated as \"Co.\" Parties involved: This listing should provide the names, addresses, and phone numbers of all of the people who are involved in the planning stages of th must contain the words \"Limited Liability Company\" or \"Limited Company,\" or the abbreviations \"LLC,\" \"L.L.C.,\" \"LC,\" or \"L.C.\" The word \"Limited\" may be abbreviated to \"Ltd.,\" and themes. It is often wise to clearly explain the business of the limited liability company through the choice of name. In New Mexico, a company name may be reserved for 120 days for a fee of $20. The namename: The selection of a name is often crucial to the success of a limited liability company. The name must not conflict with any existing company names, nor must it be deceptively similar to other naing the latest available information will save you time and trouble. Note that you can also download state forms and fee schedules at http://www.nmprc.state.nm.us/corporations/corpsforms.htm. Company ely, requesting all available information on organization of a business limited liability company in the State of New Mexico, as state laws and fees charged for organization are subject to change. Havnstructions for LLC Pre-Organization Worksheet ­ New Mexico\nAddress of state limited liability company department: The address is listed on the Worksheet. You should write to this department immediather in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of these materials. An attorney should be consulted for all serious legal matters.\n\nIntial damages (including, but not limited to, procurement of substitut e goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whetorms, Inc, its agents, partners, or affiliates, or ii) the providers, authors or publishers of the forms, be responsible or liable for any direct, indirect, incidental, special, exemplary, or consequepress or implied warranties of merchantability, suitability or completeness for any of the materials for your particular needs. The materials are used at your own risk. In no event will: i) FindLegalFvide legal advice. The purchase and use of these materials is subject to the \"Disclaimers and Terms of Use\" found at findlegalforms.com. These materials are provided \"AS-IS.\" We do not give any ex your state\'s Secretary of State or visit their website at http://nmprc.state.nm.us. Disclaimer No Attorney-Client relationship is created by use of these materials. FindLegalForms, Inc. does not proation Worksheet Pre-Organization Checklist Document Filing Checklist\n\nNote: Please note that the state specific information provided in this packet may change. To ensure its accuracy, please contactrincipals of the company with vital support for later decisions that may be required. Included in this kit are the following: · · · · Instructions for completing Pre-Organization Worksheet Pre-Organiz difficult problems of company management in advance. The use of a written worksheet will also provide all persons involved with a clear and permanent record of the information. This may provide the pnk discussions regarding the questions of voting rights, distribution of profits, amounts of contributions, and other management decisions often will enable potential associates to resolve many of thepinion among the persons who are desiring to form the limited liability company. Often, conflicts and demands are not known until the actual process of determining the company\'s structure begins. Fraability company\'s purpose, structure and governance prior to organization within the State of New Mexico. The process of preparing this worksheet will also help uncover any potential differences of oInformation LLC Pre-Organization Kit ­ New Mexico\nProvided under agreement with copyright holder, © Nova Publishing Company 2004\n\nThis kit provides tools for determining the details of a limited li