Manuals, Worksheets, Forms, Etc.

Corporate Guidelines, forms, worksheets and other valuable information is available by selecting one of the following links.

Agent Forms & Procedures

• ACH account replenishment form Single Agent Account or Multiple Agent Accounts
• Agent Compliance Form
• Agents Print and Test Procedures
• Agent Specific Forms And Fee Schedule (For all other forms click the forms link in the blue footer.)
• DTI Acceptable Use Policy
• Procedures For Unexpected Closure

DCIS Training Materials

• DCIS Training Manual
• DCIS How-To Presentation
• Instructions for using the Document Filing and Certificate Request Service

Filing Information and Guidelines

• Apostille List
• Apostille/Authentication Expedited Fees
• Corporate Guidelines
• Global Filing Procedures
• GP/LLP/LLLP Information
• Preclearance Checklist
• Validation Procedures 
• Validation Certificate Requirements with Checklist
• Validation Law Change Synopsis 2023 and Template
• Validation Law 2023
• Historical Validation Information
• UCC Administrative Rules

Franchise Tax Information

• 2025 Franchise Tax Print Schedule
• 2026 Franchise Tax Print Schedule
• Franchise Tax Worksheet
• Franchise Tax Rates
• Notarized Affidavit – Issued Shares
• Notarized Affidavit – Asset Verification