Temporary Process Guide for Formation B2 in Hub

This guide outlines the temporary process for handling Formation B2 in the Hub, which is part of the new launch formations. The process currently involves several manual steps that will eventually be automated. As of October 30th, these steps need to be followed until further notice.

Begin by locating the LLC task assigned to you. You'll find this under the Formation B2 section in the Hub. Ensure you are viewing items assigned to you, but you can also see all tasks by selecting "select all."

Before filing, review all necessary steps in the checklist. Ensure the task is ready for filing by checking for missing information in the member's profile. If the LLC task appears, impersonate the member to verify they have completed their business application.

Ensure the member's information is complete, particularly their business name and address. If the member has not submitted their full questionnaire, confirm their status in the formation flow.

Perform manual checks on the state of incorporation, business name availability, and address verification. Ensure the SS4 document matches the Hub's information. Once verified, proceed with filing the articles.

Upload the receipt and filing details once the articles are filed. Add any relevant notes, such as the filing date and estimated processing time.

Move the member to the confirm LLC step by adding the necessary notes. Ensure the task is complete and all documents are uploaded correctly.

Proceed to file the EIN immediately after confirming the LLC. Refresh the member's profile to ensure all information is up to date, including the entity number, incorporation date, and EIN.

Create two Zendesk tickets: one for the EM notifying them of the entity formation and another for the registered agent appointment. Use the appropriate macros and templates to ensure all necessary information is included.

By following these steps and utilizing the provided checklists and screenshots, you can successfully navigate the temporary Formation B2 process in the Hub. Ensure all tasks are completed, documents are uploaded, and necessary notifications are sent through Zendesk to finalize the formation task.