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Resignation Wizard

A guide to using the Resignation Wizard

Updated over a year ago

Introduction

The Resignation Wizard enables you to resign an entity from multiple companies or make multiple resignations from one company. For the UK and Ireland, relevant forms are generated at the end of the process depending on your GEMS instance settings and can be submitted manually or electronically to the relevant filing authority.

Please note: To resign multiple appointees from multiple companies, use the Bulk Resignation Wizard instead.

Finding the Resignation Wizard

To find the Resignation Wizard, click the Search Hub to display the search bar and then select “Wizard from the drop-down list.

Type “resignation” in the "Value" field and then click Search.

On the results list that is displayed, click the Resignation Wizard link to launch the Resignation Wizard.

Using the Resignation Wizard

Step 1: Introduction

On the Resignation Wizard introductory screen, click Next.

Step 2: Resignation Type

On Step 2, the Resignation Type screen, you are given the option of selecting "Resign one entity from multiple companies" or "Resign multiple entities from one company" in the "Resignation Action" field.

Next, select the Appointment Type from the dropdown or lookup list. In the pictured example, the Resignation Action is one entity from multiple companies and the Appointment Type is "Member."


Enter the dates for the "Date of Resignation" and "Date Minuted" fields. The Date Minuted date must be on or before the Date of Resignation date.

Enter the reason for the resignation in the "Reason" field, and any notes related to the resignation in the "Notes" field. Click Next.

Step 3: Select Entity or Person

On Step 3, Select Entity or Person, select the entity or person that is being resigned from the dropdown list, or click the Lookup List icon and select the entity from the Entity & Person lookup list.

Click Next.

Step 4: Select Resignations

On Step 4, Select Resignations, the companies that the person or entity is presently appointed to are displayed.

Select the companies from which the official is to be resigned in the Appointments column and click the Select >> button to move them over to the Selected Appointments to Resign column.

When you have selected the necessary companies, click Next.

Step 5: Appointments

On Step 5, Appointments, you can optionally update replacement appointments to the company(s) if applicable. This allows you to appoint a new official in the resigned official’s stead with a date appointed automatically defaulting to the same date as the resigned official’s termination date.

United Kingdom Only: If you are resigning person entities from companies incorporated in the United Kingdom, the "Service Address (People Only)" section is also displayed in this step. When you click on the search icon next to "Address Type," the addresses available in the list are the current, confirmed addresses for the replacement appointee as of the appointment date.

Click Next.

Step 6: Finish

On Step 6, Finish, review the Wizard finish screen information, then click the Finish button.

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