---
title: Incorporation checklist
description: How to review and confirm your incorporation details before Korp files with the SEC.
section: Incorporation
slug: incorporation-checklist
updated: 2026-07-10
source: https://docs.korp.ph/incorporation-checklist
format: text/markdown
---

# Incorporation checklist

> How to review and confirm your incorporation details before Korp files with the SEC.

Last updated: 2026-07-10 · [HTML version](https://docs.korp.ph/incorporation-checklist) · Korp Docs

After your incorporation package is confirmed, Korp prepares your SEC filing details from the information you provided. The **incorporation checklist** is where you review those details step by step and confirm they're correct — or tell us what needs to change.

It's a pre-filing step only. Once your application is submitted to the SEC, the checklist closes and your case moves forward through the statuses in [the incorporation process](/incorporation-process).

## When it appears

The checklist appears only when **both** of these are true:

1. **Korp has activated it** for your case — our team finishes preparing your details internally first.
2. Your request is in a **preparation status** — from `status:package_confirmed` through `status:awaiting_signature`, or `status:action_required` if something needs your input.

You'll see it as a card at the top of your case file, labelled **Your incorporation checklist**, with a progress bar showing how many steps you've confirmed.

```checklist
card
```

If your request is in `status:action_required`, the card switches to a red **Required now** state:

```checklist
card-action
```

## What you're reviewing

Korp structures your incorporation details into eight steps:

| Step | What it covers |
| --- | --- |
| **Company profile** | Company name, type, classification, and business activity |
| **Projected sales** | Expected revenue mix for SEC reporting |
| **Industry and purpose** | SEC industry code and the primary purpose clause for your Articles |
| **Capital structure** | Authorized capital, share classes, subscribers, and amounts |
| **Official contact** | Registered address and official contact details |
| **Incorporators & officers** | Directors, the president, treasurer, and their roles |
| **Fiscal year** | Term of existence and annual meeting schedule |
| **Supporting documents** | Government IDs, TIN proof, and registered office documents — see [required documents](/required-documents) |

Most fields are **prefilled by Korp** from your application. You can edit them if something is wrong.

## How to work through it

Open the checklist from your case file and move through the steps one at a time.

```checklist
step:companyProfile
```

### Confirm & continue

Use this when the details look correct **and you haven't edited any fields**. The step is marked as confirmed and you move to the next one.

### Editing fields

You may change values directly. Once you edit a step, a notice appears and the primary action becomes **Request changes** — you can't confirm that step until our team reviews your edits.

### Request changes

Use this when something is wrong or you've edited fields yourself. Describe what needs updating (required if you didn't edit fields; optional if your edits already show what changed). Our team updates the details and notifies you when the step is ready to review again.

```checklist
step:capitalStructure:changes
```

## Supporting documents

The last step collects **required uploads** — typically a government-issued photo ID and TIN proof for each incorporator, plus proof of your registered office address. See the [required documents guide](/required-documents) for file types, size limits, and tips.

## Tracking your progress

The checklist header shows a running tally — for example, **5/8 confirmed** — and flags any steps where you've requested changes. Each step also carries a status badge:

```checklist
overview
```

- **Prefilled — review** — Korp prepared this step; it hasn't been reviewed yet
- **Confirmed** — you approved the details
- **Changes requested** — you flagged something; our team is working on it

When all eight steps are confirmed, the checklist shows **All confirmed**. You can still revisit it until the application is filed with the SEC.

## If your request shows Action required

When your case file displays `status:action_required`, the incorporation checklist is usually what's blocking progress. Finish confirming every step — or submit change requests for anything that still needs correction — and our team will pick the filing back up once the details are in order.

## Payment and the checklist

If your Korp service payment is still pending, you can continue reviewing the checklist while checkout completes. A payment notice may appear at the top of the checklist with a link to finish payment, but it doesn't block your review.

```checklist
payment
```

## Where it fits in the process

The checklist sits in the preparation phase, between package confirmation and electronic signing:

1. `status:package_confirmed` — your package is confirmed; our team prepares and activates the checklist
2. You review and confirm all eight steps (or request changes)
3. `status:name_verification` through `status:documents_in_preparation` — our team continues preparing your filing using the confirmed details
4. `status:awaiting_signature` — your documents are ready for electronic authentication
5. `status:filed_with_sec` — the checklist closes; your application is with the SEC

For the full sequence, see [the incorporation process](/incorporation-process). For what each status means, see the [request status guide](/request-statuses).