Montana Domestic Business Trust Registration Form
In the case of wanting to create a domestic business trust in the State of Montana, the following form has to be completed and submitted.
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sos.mt.gov/Business/Forms 37-Articles_of_Formation_for_Domestic_Business_Trust.doc Revised: 11/08/2011 STATE OF MONTANA ARTICLES of FORMATION for DOMESTIC BUSINESS TRUST 35 -5-103, MCA & 35 -5-201, MCA MAIL: LINDA McCULLO CH Secretary of State P.O. Box 202801 Helena, MT 59620 -2801 PHONE: (406) 444 -3665 FAX: (406) 444 -3976 WEBSITE: sos.mt.gov Prepare, sign and submit with the proper filing fee. This is the minimum information requ ired. (This space for use by the Secretary of State only) Required Filing Fee: $70.00 24 Hour Priority Handling check box & Add $20.00 1 Hour Expedite Handling check box & Add $100.00 Executed by the undersigned person for the purpose of forming a Montana Business Trust . 1. The Name of this Business Trust is: _________________________________________________________________ 2. The name , street address or rural route box number and mailing address of its registered office/agent in Montana : Appointment of a Registered Agent is confirmation of the agent’s consent. Registered Agent: _______________________________________________________________________ ________ Street Address (required ): ____________________________ ____________________________________________ Mailing Address (if different from street address ): ___________ __________________________________________ City: _______________________________________ ________ __ State: MT Zip Code : _____________________ Signature of registered agent:____________ ________ _____ _____________________________________________ 3. A description of the business the Business Trust intends to transact: _______________________ ________________ _______________________________________________________________________________________________ 4. The name , residences and post -office address of its current trustees: __________________________________________________________________ _____________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________ ________________________________________________________________ _______________________________________________________________________________________________ 5. “I, HEREBY SWEAR AND AFFIRM, under penalty of law, that the facts contained in this docume nt are true. ______________________________________________________________ ______________________________ Signature of Trustee Date _______________________________________________ __________________________________________ ___ Printed Name Title Daytime Contact: Phone ____________________________________ Email _________________________________ updated : 10/25 /2011 GENERAL INSTRUCTIONS Please type or print clearly when filling out this form. ALL INFORMATION PUBLIC All information provided, including names and addresses of the principal s of the entity, will be made available on the Secretary of State’s web site or upon request. LEGAL AND ACCOUNTING IMPLICATIONS There are important legal and accounting implications with respect to this entity’s action s. Suitable legal and accounting advice should be secured before submission. The Secretary of State’s office sugges ts that such advice be sought prior to filling out forms to be sure that you understand the terms and procedures. FORM PROCESSING TI ME Please be advised that the Business Services Division of the Montana Secretary of State will process your business docu ments within 10 working days of receipt. During this period if it is determined that your document does not meet statutory requirements, a letter outlining the deficiencies will be returned to the original submitter . If the document is complete and cor rect, the document will be filed and a letter certifying the filing of the document will be returned to the original submitter. If you wish a “ FILED STAMPED” copy of the document to be returned with the certification letter (at no additional fee), it will be necessary for you to submit the original and a copy of the document. Express Handling You may request 24 hour priority handling of your document by simply marking the “24 hour priority handling ” box and include an additional $20.00 with your handl ing fee. You may request 1 hour expedite handling of your document by marking the “1 hour priority handling ” box and include an additional $100.00 with your filing fee. Please note: If your documents are returned for deficiencies and upon resubmittal you request either of the Express Services you must also re mit a new priority ($20.00) or expedite ($100.00) handling fee . SUBMISSION Make checks payable to the Secretary of State. Upon completion, mail with ORIGINAL SIGNATURE to : Secretary of State PO Box 202801 Helena, MT 59620 -2801 CONTACT US If you have any questions regarding this form, please contact the Secretary of State , Business Services Division at (406) 444 -3665. DO NOT STAPLE PAYMENT TO FILING FORM
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