DIY resourcesFormation and operations

Templates that keep the company file together

Use these free starting points to organize a US LLC formation, banking application and recurring compliance. They are designed to be copied, edited and saved with your own records—not filed unchanged with a state or bank.

By Michael Okeje, Founder, RevliftLast checked 21 July 2026

HOW TO USE THESE

Download a template, replace every bracketed placeholder, and compare the final version against your accepted state filing, EIN notice and tax profile. Operating agreements and tax records can have legal consequences, so ask a qualified professional to review anything unusual: multiple owners, investor rights, employees, regulated work, US inventory or cross-border tax exposure.

Free downloads

Choose a starting point

Plain text files you can edit in any document or spreadsheet app.

Ownership · Markdown

Single-member operating agreement outline

A plain-language starting outline for ownership, authority, contributions, distributions, records and dissolution. Adapt it to the state and have a qualified attorney review unusual ownership or investor terms.

Download template ↓Formation · Markdown

Formation records checklist

A permanent-file checklist for the accepted state filing, EIN notice, ownership records, agent details, licenses and evidence that a bank or payment provider may request.

Download template ↓Banking · Markdown

Business bank application evidence checklist

Organize identity, address, ownership, website, invoices and transaction-pattern evidence before applying. A complete file cannot guarantee approval, but it reduces avoidable rework.

Download template ↓Compliance · CSV

LLC compliance calendar CSV

A spreadsheet-ready starting calendar with state, federal, tax, registered-agent and internal review rows. Replace the placeholders with your state, entity type and actual deadlines.

Download template ↓

Turn the checklist into your founder workspace

Templates are useful when they connect to a decision. Use the Founder Path to get a personalized formation or post-formation route, then use the compliance calendar to replace placeholders with the dates that apply to your company.

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Important: These are educational templates, not legal, tax, accounting or banking advice. They do not guarantee state acceptance, EIN issuance, account approval or tax treatment. Confirm current requirements with the relevant official agency and a qualified professional.