PT PMA formation handover is the review of what the company receives when an agreed establishment engagement reaches its delivery stage. It should produce a usable set of company records and a clear list of unfinished matters. The focus here is acceptance of delivered work, rather than the sequence or estimated duration of formation.
Set the PT PMA Formation Handover Index
Compare the delivered records with the accepted scope and subsequent written changes. Identify each document, the entity it relates to, its date or reference, where the official or final copy is held and the person responsible for retaining it. Ask for an explanation when an expected item is absent or supplied only as a preliminary version.
Keep a separate list of follow-up matters. A document delivered at handover may be complete for its particular purpose while another activity-specific or premises-related obligation remains open. The company needs to understand the status of both.
PT PMA Formation Readiness Matrix
The following table summarizes the main points to compare before choosing the next step.
| Stage | Ready to proceed when | Stop and review when |
|---|---|---|
| Ownership | Intended shareholders and control structure are settled | Shareholding remains temporary or uncertain |
| Activity | Actual products and services are clearly defined | The company purpose is still generic |
| KBLI | Current KBLI 2025 scope matches each material activity | An older code is being copied automatically |
| Foreign-investment eligibility | Proposed foreign ownership has been reviewed against the actual activity | Ownership eligibility is assumed without checking the activity |
| Location | Project location is known and relevant dependencies can be checked | Major property commitments precede licensing review |
| Investment | Current Article 26 calculation is understood | The more-than-IDR-10-billion rule is being applied mechanically |
| Paid-up capital | Capital is distinguished from investment value and setup fees | The IDR 2.5 billion amount is being described as a professional fee |
| Deed | Shareholders, management, capital and purposes match the business plan | Material commercial decisions remain unresolved |
| Ministry registration | Legal-entity data is consistent | Company records and intended activities diverge |
| OSS | NIB and activity-specific licensing output have been reviewed | NIB issuance is treated as proof that every activity is ready to operate |
Use this comparison as a starting point, then confirm how each point applies to the facts and documents in the specific case.
Reconcile the Details Across the Delivered Set
Check the legal name, identifying references, relevant management and shareholder details, activity descriptions and locations against the confirmed instructions. Where the documents use different terms or record different stages, ask the preparing professional to explain them. Do not quietly edit copies to make inconsistent records appear aligned.
Record the discrepancy, the responsible person and the next action. If a correction or a separate application is proposed, confirm its scope before accepting that the outstanding issue has been closed.
Assign Responsibility After the Provider Handover
Identify who within the company maintains the document index, receives official correspondence and coordinates later changes. Confirm how the company will receive agreed access or account-management information through an appropriate process. Keep administrative responsibilities distinct from authority to act for the company.
Finish with a written delivery and open-issues record. It should say which items were received, what was reviewed, which matters remain open and who handles the next step. This is more useful than a general message stating that setup is done.
Compare the delivered records with PT PMA registration intake to explain which investor instructions and document versions the establishment work relied on.
Read More: Complete Guide to Setting Up PT PMA in Bali: Requirements, Process & Structure (2026)
Conclusion
Use the PT PMA formation handover to turn the issues described above into a controlled file with identifiable evidence, responsible people and clear next actions. Confirm what the review has established, keep unanswered questions visible and obtain the appropriate professional input before relying on an unresolved assumption.
Bali Legal ID can help scope the relevant company setup and OSS review. Share the company or transaction objective and the records already available so the required work, responsibilities and deliverables can be identified.
FAQ PT PMA formation handover
Does receipt of an NIB mean every operating requirement is complete?
The business must review the documents and requirements relevant to each actual activity and location. Handover should identify any outstanding matters.
What if company details differ across documents?
Record the inconsistency and ask the responsible professional to explain or resolve it through the appropriate process.
What should the final acceptance record contain?
Delivered documents, unresolved matters, responsible people and the next action for each open item.
References and Sources
AHU information on limited liability companies provides official background for the relevant administrative or professional context. This checklist organizes the records and questions to discuss for the actual engagement.