Corporate Records Request Form

Streamline Corporate Records Requests with Paperform

For corporate secretaries, legal teams, and investor relations professionals, managing shareholder records requests can be a time-consuming administrative burden. This Corporate Records Request Form template provides a secure, compliant solution for handling document requests from shareholders, authorized representatives, and legal counsel.

Built for Corporate Governance Workflows

Whether you're managing a private company, public corporation, or investment vehicle, this template helps you:

• Verify shareholder eligibility with built-in identity and ownership confirmation fields
• Categorize record types so requests route to the right department automatically
• Capture authorized signatures using Paperform's built-in signature field for legally compliant approvals
• Track and audit requests with timestamped submissions that integrate directly into your document management system

From Request to Fulfillment—All Connected

This isn't just a data collection form. Connect it to Stepper (stepper.io) to automatically route approved requests to your legal team, trigger document preparation workflows, send notifications to compliance officers, and create audit trails in your corporate governance platform. You can also use conditional logic to require additional verification for sensitive financial records or board minutes.

Secure, Professional, and On-Brand

With SOC 2 Type II compliance and enterprise-grade security, Paperform ensures that sensitive corporate information requests are handled with the confidentiality your shareholders expect. Customize the form's design to match your corporate branding, embed it on your investor relations portal, or send it as a secure link.

Whether you're processing annual report requests, bylaws access, or shareholder registry inquiries, this template turns a complex compliance requirement into a smooth, professional experience for both your team and your stakeholders.