Periodic Report
Use a Periodic Report 2013 template to make your document workflow more streamlined.
What a Periodic Report is
A Periodic Report is a state-required business filing used to update or confirm an entity’s information with the applicable Secretary of State or business registry. The exact fields, filing schedule, fee, and signature rules depend on the state and entity type. Businesses may report items such as legal name, principal address, registered agent, officers, managers, or members when the state form requests them. signNow can digitize the selected state form, route required signatures, and retain the completed document with an audit trail, but it does not determine filing deadlines or agency acceptance.
Who uses Periodic Reports
Registered businesses
Businesses organized or registered in a state use Periodic Reports to confirm entity details, registered-agent information, addresses, and other state-required updates.
Compliance professionals
Attorneys, accountants, and compliance teams prepare Periodic Reports for clients, verify state-specific fields, collect signatures, and retain completed filing records.
How the Periodic Report workflow works
The workflow moves from the correct state template to verified entity information, authorized signatures, and an auditable completed record.
Upload: Upload the state-specific Periodic Report. Complete: Auto-detect fields and complete entity details. Send: Route signature fields to authorized signers. Archive: Store the signed form and audit trail.
Complete a Periodic Report online
Use signNow to prepare the exact state-issued Periodic Report, route required signatures, and preserve the completed record.
Upload form:
Upload the current state Periodic Report template. Check fields:
Review detected fields and add missing entries. Assign signers:
Assign signer roles and required signature fields. Send document:
Send the completed record for secure signing. Store records:
Download the signed copy and audit trail.
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Mobile options for Periodic Report
Capture and complete a Periodic Report from signNow mobile apps on supported iOS and Android devices.
Mobile operating systems iOS 16 and Android 12 support signNow mobile workflows. SignNow mobile apps SignNow iOS and Android apps support document capture. Offline signing Offline signing supports completed documents without connectivity.
Camera capture can convert a paper Periodic Report into a digital workflow, while offline signing helps users finish assigned fields without continuous connectivity. Reconnect before sending completed records so signNow can synchronize activity and preserve the audit trail.
Recommended Periodic Report setup
Configure the workflow around the state form, authorized signers, and the records policy governing the business entity.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification with SMS OTP |
| Signature type | Electronic signature with signer intent |
| Audit trail | Capture timestamps, IP, and action history |
| Document retention | Follow the applicable state record policy |
| Encryption | TLS 1.2/1.3 and AES-256 protection |
Find and fill out the correct periodic report
airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| NY LDSS-4310 2013 | 4.8 Satisfied (7913 Votes) |
Legal standing of electronic signatures
A completed Periodic Report may be signed electronically when the applicable state filing authority accepts electronic records and the signer’s intent, consent, attribution, and record retention are established. ESIGN, 15 U.S.C. ch. 96, and UETA generally support electronic signatures, but state Secretary of State requirements control filing acceptance.
Security for Periodic Report records
Encryption:
Security reporting:
Information security:
Electronic signatures:
Health information:
Privacy frameworks:
Best practices for Periodic Report
Accurate entity information and a complete evidence file reduce avoidable filing, signature, and recordkeeping problems.
Confirm the state-issued Periodic Report before uploading
Compare entity details with Secretary of State records
Record signer intent and completion dates clearly
Store the signed Periodic Report with its audit evidence
Privacy and disclosure pitfalls
A Periodic Report containing personal identifiers can expose sensitive information when recipients, permissions, or download settings are configured incorrectly. Consumer-facing electronic records may require disclosure of paper-record rights and consent procedures under ESIGN, 15 U.S.C. §7001(c). A signer may complete the wrong state’s Periodic Report when the entity’s formation or registration jurisdiction is not confirmed first. Removing required fields or signature dates can leave a Periodic Report incomplete for the receiving state agency.
Periodic Report troubleshooting
Resolve version, signature, consent, field, plan, and recordkeeping questions before submitting the Periodic Report to the state authority.
Use the current state-issued Periodic Report template and confirm that the entity type matches the filing. signNow can upload and detect fields, but the Secretary of State determines which version and information the filing requires.
Check whether the applicable Secretary of State accepts electronic signatures and records for this filing. ESIGN and UETA generally support electronic signatures, but state filing instructions control acceptance and submission requirements.
For consumer-facing electronic records, provide the ESIGN disclosure about paper records, electronic access, and withdrawal procedures under 15 U.S.C. §7001(c). Business-only workflows may involve different consent requirements.
Confirm every legal name, address, registered-agent detail, and officer, manager, or member field against current state records. Correct the source document before sending it to authorized signers.
SignNow Business includes templates and audit trails at $8/user/month with annual billing. Business Premium adds bulk send at $15/user/month, while Enterprise adds advanced signer authentication at $30/user/month.
Export the signed Periodic Report together with its audit trail and retain both under the business’s applicable state and internal records policy. Filing deadlines and agency submission rules must be confirmed with the relevant Secretary of State.
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