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A Certificate of Incumbency proves who holds official positions within a Philippine corporation or organization. Banks, government agencies, and business partners often request this document to verify who can legally sign contracts or make decisions on behalf of the company.

The certificate lists key details like the names of directors, officers, and authorized signatories, along with their roles and appointment dates. Filipino businesses commonly need this document for opening bank accounts, securing loans, or completing major transactions. The corporate secretary typically issues and certifies this document under the company's seal.

Your business needs a Certificate of Incumbency when dealing with banks, government agencies, or potential business partners in the Philippines. This document becomes essential during major transactions like opening corporate bank accounts, applying for business loans, or signing contracts with international companies.

It's particularly important when your company undergoes leadership changes or when authorizing new signatories. Philippine banks and regulatory bodies often require an updated certificate to verify who can legally act on behalf of the company. Having it ready speeds up transactions and prevents delays in time-sensitive business deals.

• Standard Corporate Certificate: Most common type used by Philippine corporations, listing current officers, directors, and their specific roles
• Bank-Specific Format: Tailored version meeting specific bank requirements for account opening and lending transactions
• International Trade Format: Enhanced version with apostille certification for foreign business dealings
• Simplified Version: Basic format for small corporations, focusing only on key decision-makers and signatories
• Comprehensive Corporate History: Detailed version including past appointments and succession of corporate positions

• Corporate Secretary: Issues and certifies the Certificate of Incumbency, ensuring its accuracy and legal compliance
• Company Directors and Officers: Listed in the certificate with their official titles, roles, and appointment dates
• Banks and Financial Institutions: Request and rely on these certificates for corporate account opening and lending
• Business Partners: Use the certificate to verify authorized signatories before major transactions
• Government Agencies: Require this document for regulatory compliance and official dealings with the corporation

• Corporate Records: Gather updated board resolutions, meeting minutes, and shareholder records showing current appointments
• Officer Details: Compile full names, positions, appointment dates, and terms of office for all key personnel
• Company Information: Prepare basic corporate details including SEC registration number and principal office address
• Signature Requirements: Confirm authorized signatories and any specific signing powers or limitations
• Format Verification: Check recipient's specific format requirements, especially for banks or international use
• Document Validation: Ensure corporate secretary's signature and company seal are properly affixed

• Company Details: Full legal name, SEC registration number, and principal office address
• Officer Information: Names, positions, appointment dates, and terms of office for each incumbent
• Board Resolution: Reference to the authorizing board resolution or meeting minutes
• Certification Statement: Clear declaration of the document's purpose and accuracy
• Authentication: Corporate secretary's signature, date of issuance, and company seal
• Specific Powers: Details of signing authorities and any limitations on officer powers
• Validity Period: Statement indicating how long the certification remains valid

A Certificate of Incumbency differs significantly from a Certificate of Secretary in several key aspects, though both are important corporate documents in the Philippines.

• Primary Purpose: A Certificate of Incumbency specifically proves who holds official positions in a company, while a Certificate of Secretary typically attests to specific corporate actions or board resolutions
• Scope of Content: Incumbency certificates focus on listing current officers, directors, and their roles, while secretary certificates can cover any corporate matter requiring formal certification
• Usage Context: Banks and business partners usually request incumbency certificates for verification of signing authority, whereas secretary certificates are more commonly used for internal record-keeping and regulatory compliance
• Duration of Validity: Incumbency certificates typically need more frequent updates as leadership changes, while secretary certificates remain valid for the specific events they certify