Complete Process for Tokenizing Your Securities on OTC Meme Gateway Platform

Phase 1: Pre-Qualification & Initial Documentation

⏱️ Timeline: 3-5 Business Days

🔍 Step 1: Verify Company Eligibility

Before beginning the tokenization process, ensure your company meets these requirements:

✅ Corporate Status Requirements

✅ Active legal entity in good standing
✅ Valid EIN number
✅ Current with state filings
✅ Ability to create new preferred share class

📊 Market Status Requirements (One of the following)

📈 SEC Reporting Company (with CIK number)
🏆 OTCQX, OTCQB, or Pink Current
🟡 Pink Limited or Expert Market
🔘 Grey Market (lost 15c2-11 eligibility)

📄 Step 2: Gather Required Documentation

Prepare the following documents for KYC/KYB verification:

🏢 Corporate Documents:

📜 Certificate of Good Standing from Secretary of State
📋 Corporate charter and bylaws
💹 Current capital structure breakdown:
- Preferred "A" shares (Authorized/Issued & Outstanding)
- Preferred "B" shares (if applicable)
- Common shares (Authorized/Issued & Outstanding)

👥 Ownership & Management:

👨‍💼 List of all Directors with contact information
📊 Percentage ownership breakdown (all holders >5%)
🆔 Driver's license or passport for each Director
📋 Current shareholder list from transfer agent

💰 Financial & Compliance:

📊 Recent financial statements (if available)
🏷️ Current OTC Markets tier designation
🔢 SEC CIK number (if applicable)
🏛️ Transfer agent information

✅ Phase 2: KYC/KYB Verification & Agreement Execution

⏱️ Timeline: 3-5 Business Days

🔐 Step 3: Complete OTC Meme KYC Process

Submit all documentation through the OTC Meme portal:

📋 Information Required:

👨‍💼 Directors Information

📝 Full legal names
🏠 Addresses
📞 Contact details
🆔 ID verification (passport/driver's license)

🏢 Ownership Structure

👥 All beneficial owners >5%
📊 Complete ownership percentages
🎯 Ultimate beneficial owner (UBO) identification

🏛️ Corporate Verification

🔢 EIN number confirmation
🗺️ State of incorporation
📅 Date of incorporation
📝 Business description

📝 Step 4: Execute Tripartite Agreement

Sign the binding agreement between three parties:

🤝 Parties to Agreement:

🏢 Your Company (Issuer)
🚀 OTC Meme Corp. (Platform Operator)
🏛️ Empire Stock Transfer Inc. (Custodian)

📋 Key Terms You're Agreeing To:

🔒 Irrevocable deposit of 1 billion Series "M" shares
🪙 1:1 token creation (1 billion tokens)
💰 Company purchases 40-60% of tokens at minting
💸 0.03% transaction fee to OTC Meme
💸 0.01% transaction fee to Empire Stock Transfer
⛔ Company cannot redeem deposited shares
♾️ Shares held in perpetuity

📃 Phase 3: Create Series "M" Preferred Shares

⏱️ Timeline: 7-10 Business Days

📊 Step 5: Pass Board Resolution #1 - Share Creation

Your Board of Directors must pass a resolution to create the Series "M" Preferred shares:

BOARD RESOLUTION - SERIES "M" CREATION

RESOLVED, that the Corporation shall create and authorize
1,000,000,000 (ONE BILLION) shares of Series "M" Preferred Stock
with the following specifications:

• Fixed quantity: 1,000,000,000 shares (permanent)
• Par value: $0.0001 per share
• Conversion right: [TBD] to 1 Common Stock
• Split immunity: Not subject to any stock splits
• Non-voting: No voting rights
• Non-dividend: No dividend rights
• Irrevocable: Cannot be cancelled or redeemed
• Restricted: Cannot be exchanged for tokens by Company
• Protective: Auto-converts upon trigger events

🏛️ Step 6: File Certificate of Designation with Secretary of State

File the official amendment to create Series "M" shares:

📋 Required Provisions in Filing:

🔢 Authorization of exactly 1,000,000,000 shares
🛡️ Immunity to all forward/reverse splits
🔒 Irrevocable nature (cannot be redeemed)
🚫 Transfer restrictions (OTC Meme only)
⚡ Conversion triggers (bankruptcy, SEC action, etc.)

✅ Step 7: Obtain State Verification

Receive confirmation from Secretary of State:

✅ Filed Certificate of Designation
✅ Updated capital structure showing Series "M"
✅ Official state stamp/seal

🏷️ Phase 4: CUSIP Assignment & Share Preparation

⏱️ Timeline: 5-7 Business Days

🔢 Step 8: Apply for CUSIP Number

Submit CUSIP application for Series "M" shares:

📋 Application Requirements:

📝 Completed CUSIP application form
📄 Certificate of Designation
📊 Board resolution
💰 Filing fee ($165-$300)

🏷️ CUSIP Details:

🆔 Separate CUSIP for Series "M" (different from common)
🏷️ Identifies shares for trading systems
📋 Required for Empire Stock Transfer custody

📊 Step 9: Pass Board Resolution #2 - Token Authorization

Board must approve the tokenization and share issuance:

BOARD RESOLUTION - TOKENIZATION APPROVAL

RESOLVED, that the Corporation approves:

1. Minting of 1,000,000,000 digital asset tokens
2. Issuance of 1,000,000,000 Series "M" shares to OTC Meme Corp.
3. Reserve block of Common shares equal to conversion rate
4. Pre-purchase of 40-60% of minted tokens
5. Irrevocable transfer to Empire Stock Transfer custody

⏱️ Timeline: 3-5 Business Days

📄 Step 10: Create Digital Certificate

Prepare the official share certificate:

📋 Certificate Requirements:

💻 Digital PDF format acceptable
🔢 Shows 1,000,000,000 Series "M" shares
🏷️ Includes new CUSIP number
🏢 Names OTC Meme Corp. as holder
⚠️ Contains restrictive legend:

"These 1,000,000,000 Series 'M' Preferred Shares are irrevocably
committed to tokenization, immune to all corporate actions, and
cannot be redeemed by the Company"

🏅 Step 11: Obtain Medallion Guarantee

Get Golden Medallion signature guarantee:

🏛️ Where to Obtain:

🏦 Your company's bank (commercial account)
📈 Brokerage firms
💳 Credit unions (for members)

📋 Requirements:

📄 Original certificate (or certified digital)
📊 Corporate resolution
✍️ Authorized signer present
🆔 Valid ID

📤 Step 12: Transfer to Empire Stock Transfer

Deliver certificate to custodian:

🚚 Delivery Methods:

📧 Email (with medallion guarantee)
📦 FedEx/UPS (overnight recommended)
📮 Certified Mail (with tracking)

📍 Send To:

Empire Stock Transfer Inc.
[Address provided by OTC Meme]
Attn: OTC Meme Custody Department

🪙 Phase 6: Token Creation & Initial Purchase

⏱️ Timeline: 1-2 Business Days

📊 Step 13: Reserve Common Share Block

Instruct your transfer agent to reserve common shares:

🔢 Calculation Example:

📐 If 1 Series "M" = 1 Common shares
🔒 Reserve: 1 billion Common shares
🏷️ Mark as: "Reserved for Series M Conversion"
🚫 Cannot be issued to anyone else

💰 Step 14: Fund Token Purchase

Pre-fund your required token purchase (40-60%):

💳 Funding Process:

📊 Choose purchase percentage (40-60% of 1 billion tokens)
🧮 Calculate required funds:
- 400M tokens (40%) at $0.00001 = $4,000
- 500M tokens (50%) at $0.00001 = $5,000
- 600M tokens (60%) at $0.00001 = $6,000
👛 Set up Solana wallet (provided by OTC Meme)
💰 Deposit USDC or SOL
🔒 Funds held in escrow until minting

✅ Step 15: Verify Empire Stock Transfer Receipt

Confirm custody establishment:

📋 Empire Provides:

✅ Confirmation of share receipt
🔢 Custody account number
🔒 Verification of restrictions
🔌 API access for oracle verification

🚀 Phase 7: Token Launch & Trading

⏱️ Timeline: Immediate upon completion

🤖 Step 16: Smart Contract Deployment

OTC Meme deploys your token contract:

🪙 Token Specifications:

📛 Name: "[Your Company] Meme"
🏷️ Symbol: "$[YOUR TICKER]"
🔢 Supply: 1,000,000,000 tokens
📏 Decimals: 9
⛓️ Blockchain: Solana

⚙️ Automatic Features:

🚫 Company wallet blacklisted (cannot trade own tokens)
🔍 Oracle verification of share backing
💰 Fee distribution coded
📊 Trigger monitoring active

⚡ Step 17: Execute Token Minting

Atomic execution occurs automatically:

🔄 Minting Sequence:

🔍 Oracle confirms 1B Series "M" in custody ✅
🪙 Smart contract mints exactly 1B tokens ✅
💰 Your pre-funded purchase executes:
- 🏢 Your chosen percentage to company wallet
- 📈 Remainder to bonding curve for public trading
🎯 Trading begins immediately ✅
💸 Fees start flowing to all parties ✅

📊 Phase 8: Post-Launch Operations

⏱️ Timeline: Ongoing

📈 Step 18: Monitor Trading Activity

Access your issuer dashboard:

📊 Available Metrics:

📈 Real-time token price
📊 24-hour volume
👥 Number of holders
💧 Liquidity depth
💰 Fee generation

📋 Step 19: Handle Corporate Actions

How various events are managed:

📊 Stock Splits:

🔒 Series "M" remains at 1 billion (immune)
🪙 Tokens remain at 1 billion
🔄 Only conversion ratio adjusts

📐 Example 10:1 Reverse Split:

📊 Common: 10M → 1M shares
🔒 Series "M": Still 1 billion
🔄 New ratio: 1 Series "M" = 10 Common

🚫 Step 20: Understand Restrictions

❌ What your company CANNOT do:

🚫 Prohibited Actions:

❌ Cannot redeem Series "M" shares
❌ Cannot burn tokens for shares
❌ Cannot vote Series "M" shares
❌ Cannot receive Series "M" dividends
❌ Cannot transfer Series "M" to anyone
❌ Cannot trade your own tokens

✅ What You CAN Do:

🪙 Hold your purchased tokens (40-60%)
📊 Monitor trading activity
📈 Benefit from increased liquidity
💬 Communicate with token holders
🏢 Continue normal business operations

⚠️ Important Considerations

⚡ Trigger Events

Series "M" automatically converts to Common if:

💸 Bankruptcy filing (any chapter)
🏛️ SEC enforcement action
⚖️ Criminal indictment/conviction of officers
🏛️ Loss of transfer agent services
📋 Material breach of token holder rights

💰 Tax Implications

Consult your tax advisor regarding:

🧾 Treatment of token purchase
📊 Recognition of Series "M" issuance
🪙 Ongoing token holdings
💸 Transaction fee deductions

✅ Checklist Summary

🚀 Pre-Launch Requirements

🚀 Launch Day

🔍 Oracle verification confirmed
🪙 Tokens minted (1 billion)
💰 Company purchase executed
📈 Public trading commenced
💸 Fee distribution active

📊 Post-Launch

📊 Dashboard access confirmed
📈 Trading metrics monitored
🚫 Restrictions understood
📋 Corporate actions planned

🆘 Support & Resources

🚀 OTC Meme Corp. Support

📧 Email: support@otc.meme
🌐 Platform: https://otc.meme
📚 Documentation: [Provided upon agreement]

🏛️ Empire Stock Transfer

✅ Custody verification
📤 Share transfer support
📊 Corporate action processing

⚖️ Legal Considerations

Always consult with securities counsel regarding:

🏛️ Federal securities law compliance
🗺️ State blue sky laws
💰 Tax implications
🏢 Corporate governance requirements

🎯 Conclusion

Tokenizing your securities through OTC Meme creates permanent, liquid markets for your shareholders while eliminating ongoing market-making costs. This one-time process, costing only $5,000-10,000 in legal fees, replaces traditional market structures that cost hundreds of thousands annually.

By completing these steps, you're not just tokenizing shares – you're creating permanent market infrastructure that will serve your shareholders forever, regardless of your company's financial situation or trading volume.

⚠️ Remember: This is an irreversible commitment. Once Series "M" shares are deposited with Empire Stock Transfer, they cannot be reclaimed. However, this permanence is what creates the trusted, stable market that benefits all stakeholders.

📝 This guide is for informational purposes. Always consult with qualified legal and financial advisors before proceeding with tokenization.

A Lifeline for Companies Abandoned by Traditional Markets

Complete Process for Tokenizing Your Securities on OTC Meme Gateway Platform

For OTC Meme Corp. Tokenization Program Participation

("Series M") Preferred Share Creation

Authorization to Issue 1,000,000,000 Series "M" Preferred Shares to OTC Meme Corp.

OTC Meme vs Traditional Markets

Mandatory 40-60% Purchase with Structured Vesting

New Page

BOARD RESOLUTION FOR SHARE TOKENIZATION

OFFICIAL ISSUANCE LETTER

Complete Process for Tokenizing Your Securities on OTC Meme Gateway Platform

Phase 1: Pre-Qualification & Initial Documentation

🔍 Step 1: Verify Company Eligibility

✅ Corporate Status Requirements

📊 Market Status Requirements (One of the following)

📄 Step 2: Gather Required Documentation

🏢 Corporate Documents:

👥 Ownership & Management:

💰 Financial & Compliance:

✅ Phase 2: KYC/KYB Verification & Agreement Execution

🔐 Step 3: Complete OTC Meme KYC Process

📋 Information Required:

📝 Step 4: Execute Tripartite Agreement

🤝 Parties to Agreement:

📋 Key Terms You're Agreeing To:

📃 Phase 3: Create Series "M" Preferred Shares

📊 Step 5: Pass Board Resolution #1 - Share Creation

🏛️ Step 6: File Certificate of Designation with Secretary of State

📋 Required Provisions in Filing:

✅ Step 7: Obtain State Verification

🏷️ Phase 4: CUSIP Assignment & Share Preparation

🔢 Step 8: Apply for CUSIP Number

📋 Application Requirements:

🏷️ CUSIP Details:

📊 Step 9: Pass Board Resolution #2 - Token Authorization

📨 Phase 5: Share Certificate & Transfer

📄 Step 10: Create Digital Certificate

📋 Certificate Requirements:

🏅 Step 11: Obtain Medallion Guarantee

🏛️ Where to Obtain:

📋 Requirements:

📤 Step 12: Transfer to Empire Stock Transfer

🚚 Delivery Methods:

📍 Send To:

🪙 Phase 6: Token Creation & Initial Purchase

📊 Step 13: Reserve Common Share Block

🔢 Calculation Example:

💰 Step 14: Fund Token Purchase

💳 Funding Process:

✅ Step 15: Verify Empire Stock Transfer Receipt

📋 Empire Provides:

🚀 Phase 7: Token Launch & Trading

🤖 Step 16: Smart Contract Deployment

🪙 Token Specifications:

⚙️ Automatic Features:

⚡ Step 17: Execute Token Minting

🔄 Minting Sequence:

📊 Phase 8: Post-Launch Operations

📈 Step 18: Monitor Trading Activity

📊 Available Metrics:

📋 Step 19: Handle Corporate Actions

📊 Stock Splits:

🚫 Step 20: Understand Restrictions

❌ What your company CANNOT do:

✅ What You CAN Do:

⚠️ Important Considerations

⚡ Trigger Events

💰 Tax Implications

✅ Checklist Summary

🚀 Pre-Launch Requirements

🚀 Launch Day

📊 Post-Launch

🆘 Support & Resources

🚀 OTC Meme Corp. Support

🏛️ Empire Stock Transfer

⚖️ Legal Considerations

🎯 Conclusion