Instructions for Registering as a Paid Solicitor

Do I have to register online?

Yes.  All filings with our office are online, including registration, renewals, amendments, and other forms.

 

Do I need to register?

Every paid solicitor must register before soliciting contributions in Colorado. 

 

How do I register?

    • Have you already created an account and received your user ID and password?  If not, create an account first.

  • Log in to your account with your user ID and password.  Need help logging in?

  • The first time that you log in, you will be taken directly to your dashboard.  Click on the “Register” link in the upper left-hand corner of the page, in the “My Organization” panel.

  • Review the information on the Paid Solicitor Registration page, then click on "Next" at the bottom of the screen.

  • Enter the requested information for each tab in sequence.  To save data, click on the “Save & Exit” button.  This will take you to your dashboard.  Data is not saved automatically as you enter it or when an idle session is terminated after 30 minutes.  You must click the “Save & Exit” button to save data.
     
  • To edit data in a previous tab, enter all required data in the current tab, and then click on the earlier tab.  Alternatively, you can click on the “Save & Exit” button, and then click on the link to the filing and select the tab you’d like to edit.

  • Click on the "Next" button at the bottom of the screen to continue. Remember to click on the “Save & Exit” button if you want to save your data.

  • Fill out the information required on the form.  Line-by-line instructions

  • Attach evidence of a surety bond, and, if applicable, attach a completed criminal history and enforcement actions form.
     
  • When you have finished entering information, you will electronically sign the registration and then complete the payment process.

 

How long is my registration valid?

Your registration is valid for one year.  Registrations can be renewed each year on or up to 60 days before the registration anniversary date.

 

What are the most common reasons for rejecting a registration?

  • All owners, officers, employees, and executive personnel not listed.

    The law requires a complete list of the names and addresses of the owners, officers, and executive personnel of the applicant, if the applicant is not an individual. [1]  In addition, if the applicant is a partnership, corporation, or limited liability company, it can register for and pay a single fee on behalf of all its partners, members, officers, directors, agents, and employees, each of whom must be listed in the registration, along with all other persons with whom the applicant has contracted to work under its direction. [2] 

  • Name, address, and telephone number of person with custody of financial records in Colorado not listed.

    The Colorado Charitable Solicitations Act requires paid solicitors to list the name, address, and telephone number of the person that has custody of the applicant's financial records. [3]  There must be at least one name provided in this section, even if it may seem obvious to the applicant that the custodian of the financial records is the applicant himself.
  • Name of person in charge of solicitation activity in Colorado not listed.

    The law requires paid solicitors to list the names of all persons in charge of any solicitation activity conducted in Colorado by the paid solicitor or on the paid solicitor's behalf. [4]  There must be at least one name provided in this section.
  • Primary address of the business or individual not a physical address.

    Applicants may also enter a mailing address that is not a street address (e.g. a private mailbox or post office box), but they must provide a street address as the primary address of the business or individual. The same is true for the address of the person in charge of solicitation activities and the person with custody of the applicant's financial records.
     
  • Employee with a criminal history.

    Complete the Criminal History and Enforcement Actions form for each person the paid solicitor employs who, within the past five years, has been convicted of, found guilty of, pled guilty or nolo contendere to, been adjudicated a juvenile of, or been incarcerated for any felony involving fraud, theft, larceny, embezzlement, fraudulent conversion, or misappropriation of property or any crime arising from the conduct of a solicitation for a charitable organization or sponsor, under the laws of Colorado or any other state or of the United States. Also complete this form if the organization or any person it employs has been enjoined within the immediately preceding five years under the laws of Colorado or any other state or of United States from engaging in deceptive conduct relating to charitable solicitations.

 

I have other questions about registration.

See our registration FAQs or contact us at 303-894-2200 or charitable@sos.state.co.us if you have other questions.

 



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[1] 6-16-104.6(3)(d), C.R.S.
[2] 6-16-104.6(4), C.R.S.
[3] 6-16-104.3(2)(c), C.R.S.
[4] 6-16-104.6(3)(e), C.R.S.