Follow the steps below to update your form documents:
After logging onto the platform, on the left navigation bar under Comply & Tax → BOI Reporting
Input specific details into various sections of Pulley. Below is a step-by-step guide on how to get started
Company Details (BOIR Part 1, Field 3-17):
Legal Information: Provide accurate details regarding the company's incorporation. This includes the legal name, registration number, date of incorporation, and jurisdiction.
Business Address: Input the company's official business address. Please make sure that the address provided is up-to-date and matches the legal documentation.
Company Applicants (BOIR Part 2, Field 18):
FinCEN ID: For each company applicant, enter their respective FinCEN (Financial Crimes Enforcement Network) Identification.
💡 This unique identifier helps track and verify individuals associated with the company.
Company Beneficiaries (BOIR Part 3, Field 36):
FinCEN ID: For each company beneficiary, input their FinCEN Identification.
Users must have the company applicants and beneficiaries obtain their FinCEN IDs directly from the FinCEN web portal. This real-time process allows applicants to receive their FinCEN ID immediately after creating their account and uploading their personal information.
Please note: Pulley only supports companies storing FinCEN IDs and not the applicants’ and beneficiaries’ personal information. This is a more secure and streamlined way to manage sensitive and private information.
3. After recording their BOIR (Beneficial Ownership Information Reporting) information on Pulley, users have two convenient methods for filing their BOIR:
Method 1: Downloading Filing PDF from Pulley
Download PDF from Pulley
Fill Out PDF
Upload Completed PDF to FinCEN
Method 2: Filling out information directly on FinCEN’s Web Page
🔧 Troubleshooting
Contact us via Intercom or at support@pulley.com if you have any issues setting up your templates!