Common records include approved formation documents, amendments, EIN correspondence, operating agreements or bylaws, ownership records, resolutions or meeting records where applicable, licenses, permits, tax records, annual reports, and significant business contracts. Record-retention requirements vary by document and jurisdiction.

Swyft Filings describes its formation process as an online filing service in which customers provide business details, the filing is prepared and reviewed, and the formation paperwork is submitted to the appropriate state agency. The company supports formation and related filing services across all 50 states, while state fees, forms, processing times, and requirements remain state-specific.