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Beneficial Ownership Information Report (BOIR)
Beneficial Ownership Information Report (BOIR)

Learn how to generate a BOI Report

John Park avatar
Written by John Park
Updated over 3 months ago

Follow the steps below to update your form documents:

  1. After logging onto the platform, on the left navigation bar under Comply & Tax → BOI Reporting
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  2. Input specific details into various sections of Pulley. Below is a step-by-step guide on how to get started
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    1. Add company details:

      1. Legal Information: Provide accurate details regarding the company's incorporation. This includes the legal name, tax identification number, date of incorporation, and jurisdiction.

      2. 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.

    2. Add company beneficiaries:

      1. FinCEN ID: For each company beneficiary, enter their respective FinCEN (Financial Crimes Enforcement Network) Identification.


        💡 This unique identifier helps track and verify individuals associated with the company. Ask your company beneficiary to apply for their FinCEN ID here.

    3. Add company applicants:

      1. FinCEN ID: For each company beneficiary, input their FinCEN Identification.

        💡 This unique identifier helps track and verify individuals associated with the company. Ask your company applicants to apply for their FinCEN ID here.

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:

  1. Method 1: E-filing BOIR through Pulley

    1. Confirm all details are correct

    2. On the top right corner of the screen, click “Submit to FinCEN”

    3. You will receive an email when the BOIR filling result is ready (typically within 5 minutes)

    4. You will find BOIR filing result and receipt under “Previous Submissions” section

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  2. Method 2: Downloading Filing PDF from Pulley and manually submit to FinCEN

    1. Download PDF from Pulley

    2. Fill Out PDF

    3. Upload Completed PDF to FinCEN

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