How to generate Form NM01 – Notice of Change of Name by Resolution

Introduction

This topic explains how to generate the NM01 form using Company Secretarial.

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Introduction

Step 1 - Creating the Event

Step 2 - Generating the NM01 Form

 

 

Step 1 - Creating the Event

  1. From the Company Secretarial menu bar, select Client | View

    The following screen displays.
  2. Click Edit Names.



    The following screen displays.
  3. Enter the business name in the New/Proposed full name field.



    The Name change details on the right-hand side of the screen will automatically be populated, however, these options can be changed by following the below steps.

    1. Select Resolution from the drop-down list in the Name changed by field.

    2. Enter the Effective date of change.

    3. Click Log.

      If amendments are required to the business name, select Don’t Log to ensure the relevant form does NOT get populated.

    4. Click OK.

      This will automatically activate a completed NM01 form.

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Step 2 - Generating the NM01 Form

  1. From the Company Secretarial menu bar select Reports | Company forms

    The following screen displays.
  2. Highlight the NM01 form and click View Entry.



    The following screen displays.

  3. If required a meeting record can be attached by selecting the Link to meetings record option and uploading the meeting record document.

  4. Click Close.


  5. Click Print Form.

  1. The NM01 form will be generated in the IRIS PDF Viewer, please review the details and then exit from the form preview.

  2. Click Close.

If you have a valid Practice Management license, the following dialog displays.

  1. Click Yes if a log is required in Communication tracking, if a log is not required click No.



    The following dialog displays.

  1. Click Yes to send details electronically to Companies House, XML to view the contents of the submission or No to cancel the submission.

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