South dakota certificate compliance 2026

1. Click ‘Get Form’ to open the South Dakota Certificate of Compliance in the editor.
2. Begin by entering your name and the names of all individuals signing the form in the designated area.
3. In section 1, check the appropriate box indicating your role (sole practitioner, partner, or associate) and ensure you maintain separate records for legal business.
4. For section 5, provide the name and address of your trust account's financial institution along with account details.
5. Complete section 6 by filling in your most recent monthly trust account reconciliation date and ensuring all required documentation is maintained.
6. Answer questions in sections 6(a)-(h) and section 7 regarding compliance with trust accounting procedures by marking 'yes' or 'no' as applicable.
7. Finally, review all entries for accuracy before signing at the bottom of the form. Ensure that all partners sign if applicable.

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