How to Change a Director Type on CIPC: A Step-by-Step Guide

Learn how to change a director type on CIPC step by step, including company selection, status changes, supporting documents, OTP consent, finalisation and COR39.

Changing the type or status of a director on a company record is one of the corporate administration tasks that businesses may need to complete when their director information changes. In South Africa, this process can be completed electronically through the Companies and Intellectual Property Commission (CIPC) online platform.

A director amendment should be handled carefully because information submitted through CIPC becomes part of the company’s official corporate records. An incorrect director type, incomplete information, or failure by the relevant parties to complete the required confirmation process can delay the application.

This guide explains the CIPC process for changing a director type, from logging into the CIPC platform to completing the required OTP confirmations and receiving the final COR39 document.

Important: The steps below are based on CIPC’s official “Director Amendment Step by Step Guide – Change Director Type.” CIPC may update its online platform, terminology, or requirements from time to time, so users should always follow the instructions displayed on the CIPC portal when submitting an application.

What Is a Director Type Change?

A director type change is an amendment to the classification or type of a director recorded against a company’s CIPC registration.

Companies may need to update director information when circumstances affecting the director’s classification change. Because director information forms part of a company’s statutory records, it is important that the CIPC information remains accurate and consistent with the company’s actual circumstances.

The CIPC process allows the filer to:

  • Locate the relevant company.
  • Select the director whose information needs to be changed.
  • Access the director status-change functionality.
  • Change the director type.
  • Capture the required information.
  • Review all directors.
  • Submit the amendment.
  • Allow affected directors and the filer to complete the required OTP verification.
  • Finalise the application.
  • Receive the updated COR39 document.

Before You Start the CIPC Director Amendment

Before beginning the application, it is advisable to have the company’s information readily available.

You should generally have:

  1. The company registration number
  2. The relevant director’s information
  3. The new director type that needs to be recorded
  4. The director’s identification information where required
  5. The enterprise contact details
  6. Access to the relevant email accounts
  7. Access to the mobile phone numbers required for SMS OTP verification
  8. Any supporting documents that may be required

It is also important to make sure that the information entered on the application is accurate before submitting it.

Why Accurate Information Matters

A director amendment is not simply an administrative formality. CIPC records may be used when companies interact with banks, government institutions, regulators, investors, customers, suppliers and other third parties.

An incorrect director record can therefore create unnecessary complications when a company needs to prove who its directors are.

For this reason, the safest approach is to review the company’s director information carefully before submitting the amendment.

Step-by-Step Process to Change a Director Type on CIPC

Step 1: Log in to the CIPC Platform

Begin by logging into the CIPC online platform using your CIPC credentials.

Once you have successfully logged in, navigate to the transaction section.

Step 2: Select “Transact”

After logging into your account, select Transact.

This takes you into the section where various CIPC transactions and company-related services can be initiated.

Step 3: Select “More Service”

Within the transaction area, select More Service.

This will provide access to additional services available through the CIPC platform.

Step 4: Accept the Terms and Select Director Amendments

The system will display the applicable terms and conditions.

Review the terms and conditions and proceed by agreeing to them.

Then select Director Amendments.

This is the service used to make amendments relating to company directors.

Step 5: Agree and Continue

Click the Agree checkbox and then select Continue.

The system will take you to the next stage of the director amendment process.

At this point, make sure that you are proceeding with the correct company and the correct type of amendment.

Step 6: Enter the Company Registration Number

You will need to identify the company for which the director amendment is being made.

Capture the company’s registration number.

CIPC allows the company registration number to be entered in either the short format or long format, according to the options available on the system.

After entering the registration number, click the Search button.

Step 7: Select the Company

The system will display the searched company information.

If the correct company appears in your list of companies, select the File button.

It is important to verify that you have selected the correct company before continuing.

Check the Company Details Carefully

Before proceeding, check the available company information and make sure that it corresponds with the company whose director records you want to amend.

Submitting an amendment against the wrong company can result in unnecessary administrative complications.

Director Information and Enterprise Contact Details

Step 8: Complete the Director Foreigner Quiz

The next stage includes the director foreigner quiz.

According to the CIPC guide for this process, select No on the Director Foreigner Quiz.

You can then review and update the Enterprise Contact Details if necessary.

Once the contact information has been checked, click Continue.

Keep Enterprise Contact Details Updated

Companies should pay particular attention to their contact information.

If the enterprise’s email address or other contact information is outdated, important communications relating to the application may not reach the appropriate person.

Before continuing, therefore, check whether the enterprise contact details displayed by the system are still correct.

Selecting the Director to Be Updated

Step 9: Select the Relevant Director

The system will display the company’s directors.

Select the director whose information needs to be updated.

This is an important stage because the amendment must be applied to the correct individual.

If a company has several directors, carefully check the director’s name before proceeding.

Step 10: Select “Status Change”

After selecting the relevant director, choose Status Change.

This takes you into the section where the director type can be amended.

Step 11: Change the Director Type

Change the director type to the required classification.

The system will also require you to capture the relevant information associated with the change.

Complete all applicable fields carefully.

Do not leave required fields incomplete, and make sure that the information entered corresponds with the company’s intended amendment.

Completing the Director Amendment Form

Step 12: Continue Capturing the Required Information

Move down through the form and continue capturing the required information.

Review the information as you go.

Once all applicable information has been captured, click Save.

Saving the information gives you an opportunity to ensure that the director amendment has been properly captured before proceeding with the next stage.

A Practical Tip

Do not rush through the director amendment form.

A useful approach is to check the information in three stages:

  • Identity: Is the correct director selected?
  • Classification: Is the correct director type selected?
  • Details: Has all required information been captured accurately?

This simple review can help prevent avoidable errors.

Reviewing All Directors

Step 13: Review the Directors

CIPC requires the directors to be reviewed before proceeding.

Ensure that all directors have been reviewed.

Once the review has been completed, click Continue.

This step is particularly important for companies with multiple directors because the application may involve more than simply changing one field.

Reviewing the complete director list helps ensure that the company’s records remain consistent.

Step 14: Click Continue

The system will present another continuation step.

Click Continue to proceed with the application.

At this stage, you are moving toward the supporting-document and confirmation portions of the application.

Attaching Supporting Documents

Step 15: Attach Documents Where Required

The CIPC guide indicates that documents can be attached where required.

For the relevant director amendment process, supporting documents are generally optional when:

  • Updating director details
  • Appointing a director
  • Resigning a director

However, CIPC indicates that documents are mandatory for certain other director-status changes, including:

  • Status Remove
  • Deceased
  • Term Expired

After attaching any required documents, click Continue.

Why Supporting Documents Should Be Prepared in Advance

Even when supporting documents are optional for a particular transaction, having relevant documentation available can make the process easier if CIPC requires additional information or clarification.

Businesses should keep corporate records organised and readily accessible, particularly when dealing with changes involving directors.

Confirming the Application

Step 16: Click Confirm Only Once

The next stage requires you to click the Confirm button.

CIPC’s guide specifically warns users to click the button only once.

This is an important instruction.

Repeatedly clicking a submission or confirmation button can potentially create confusion about the status of a transaction or result in duplicate actions.

Once you have confirmed the application, wait for the system to process the transaction.

Step 17: Finalise the Application

After confirming the application, finalise the application by clicking OK.

The application will then move into the submitted stage.

However, the process is not necessarily complete at this point.

The OTP Verification Process

One of the most important aspects of the CIPC director amendment process is the electronic consent and verification stage.

Step 18: Application Moves to Submitted Status

The application will appear in Submitted status with the type OTP.

At this stage, the filer and the directors involved in the relevant amendment will need to check their email accounts.

The CIPC guide states that the filer and directors being appointed or resigned must navigate to their email applications to find the Proposed Changes email from CIPC.

Although the specific amendment in this guide concerns a director type change, the broader OTP workflow is an important part of CIPC’s electronic director amendment process.

Step 19: Review the Proposed Changes Email

The filer and relevant directors must review the proposed changes document attached to the CIPC email.

The email contains a link that allows the relevant person to complete the required verification process.

The person must use the link provided and capture the required:

  • Identification number
  • SMS OTP
  • Email OTP

This verification process helps confirm that the relevant individuals have participated in the amendment.

Completing Director Consent

Step 20: Select the Red Consent Button

After accessing the relevant link, select the Red Consent button.

This opens the section where the required identification and OTP information must be entered.

Step 21: Enter Identification and OTP Information

Move down through the form and capture the required information.

This includes:

  1. Identification number
  2. SMS OTP
  3. Email OTP

You must also select the Agree checkbox.

Once the required information has been entered and reviewed, click Submit.

Why OTP Verification Is Important

The OTP process adds an additional level of verification to the director amendment.

Rather than allowing a filer to complete the entire process without involvement from the relevant parties, the electronic consent process requires affected individuals to interact with the CIPC notification and confirm the proposed changes.

This is particularly important where a company’s director records are being changed.

The Last Submitter and Finalisation

Step 22: Complete the Final Submission

All impacted directors and the filer must complete the OTP process described above.

Once everyone has submitted their required information, the last submitter will see a Finish button.

Select Finish to finalise the application.

An important point in the CIPC guide is that any person who has already submitted their OTP information can complete the finalisation step, even if they were not the last person to capture and submit their OTPs.

This means that the person finalising the transaction does not necessarily have to be the individual who submitted the final OTP response.

Do Not Assume the Process Is Complete After OTP Submission

One common mistake with electronic applications is assuming that submitting the OTP information automatically completes the transaction.

According to the CIPC process described in the guide, the application still needs to be finalised using the Finish button.

Therefore, applicants should monitor the application until the finalisation stage has been completed.

Receiving the COR39

Step 23: Receive the Updated COR39

After the process has been completed, all active directors will receive an email containing the COR39 document.

The COR39 is an important company document because it reflects the company’s registered director information.

Businesses should retain this document with their corporate records.

Why You Should Keep the COR39

A company should maintain an organised corporate file containing important CIPC records.

The COR39 may be useful when:

  • Opening or updating a business bank account
  • Applying for certain licences or registrations
  • Updating information with government institutions
  • Dealing with professional advisers
  • Demonstrating the company’s current director information
  • Completing compliance processes
  • Responding to requests for corporate documentation

Keeping the latest CIPC documents available can make future administrative processes significantly easier.

Common Mistakes to Avoid When Changing a Director Type

Although the CIPC process is electronic, applicants can still encounter problems if they overlook one of the required steps.

Here are several mistakes worth avoiding.

1. Selecting the Wrong Company

Always verify the company registration number and company information before starting the amendment.

If you manage multiple companies through the same CIPC account, pay particular attention to the company you select.

2. Selecting the Wrong Director

Where a company has several directors, carefully verify the director’s name before selecting the amendment option.

Changing the wrong director’s information can create a serious corporate-record problem.

3. Entering Incorrect Director Information

Make sure that all information captured in the director amendment corresponds with the company’s records.

Incorrect identification or personal information can create problems during the verification process.

4. Ignoring Enterprise Contact Details

Check the enterprise contact information before continuing.

An outdated email address can cause problems when important CIPC communications need to reach the filer.

5. Failing to Review All Directors

The CIPC process requires directors to be reviewed before proceeding.

Do not treat this step as unnecessary.

Use it as an opportunity to verify that the company’s overall director information is correct.

6. Uploading Documents Incorrectly

Where supporting documents are required, make sure that the appropriate documents are attached before continuing.

For transactions where supporting documents are mandatory, failing to provide them can prevent the process from being completed successfully.

7. Clicking Confirm More Than Once

CIPC’s guide specifically instructs applicants to click the Confirm button only once.

After clicking it, allow the system to process the transaction instead of repeatedly clicking the button.

8. Ignoring the Proposed Changes Email

The application does not simply end when the filer submits the initial transaction.

The relevant parties must monitor their email accounts for the proposed changes communication from CIPC.

9. Failing to Complete OTP Verification

If a required filer or director does not complete the OTP process, the application may not progress to finalisation.

Therefore, everyone involved should check their email and mobile phone for the required verification information.

10. Forgetting the Finish Button

After the relevant parties have submitted their OTP information, the application still needs to be finalised.

The person who can see the Finish button should use it to complete the process.

How Businesses Can Make the CIPC Process Easier

Changing a director type may appear straightforward, but corporate administration becomes much easier when companies maintain accurate records.

Maintain an Updated Director Register

Companies should maintain their own internal record of directors and compare it against their CIPC records.

The company’s internal records should ideally include information such as:

  • Full director names
  • Identification information
  • Appointment dates
  • Relevant director classifications
  • Resignation dates where applicable
  • Supporting resolutions and documentation
  • CIPC confirmation documents

Keep Corporate Documents Organised

Do not wait until a bank, investor, government department or professional adviser asks for corporate documents before trying to locate them.

Create a structured electronic corporate folder containing:

  • CIPC registration documents
  • COR39 documents
  • Director amendments
  • Shareholder documentation
  • Company resolutions
  • Tax documents
  • Licence documents
  • Other statutory records

Use a Dedicated Company Email Address

Companies should consider using a reliable business email address for corporate administration.

Important CIPC notifications can become difficult to manage when company-related communications are sent to an email address that is rarely monitored.

Check the Application Before Submission

A final review can prevent many administrative problems.

Before clicking Confirm, check:

  • Company registration number
  • Company name
  • Director selected
  • Director type
  • Identification details
  • Enterprise contact information
  • Supporting documents
  • Email addresses
  • Other required information

What Happens After the Director Type Change?

Once all relevant parties have completed the required OTP process and the application has been finalised, the process moves toward completion.

The CIPC guide indicates that all active directors will receive the COR39 by email.

The COR39 should then be reviewed to confirm that the company’s director information reflects the intended amendment.

If there is an apparent discrepancy between the requested amendment and the information reflected in the final documentation, the company should investigate the issue rather than simply assuming that the change was successful.

Frequently Asked Questions

Can I change a director type online through CIPC?

Yes. The CIPC director amendment process described in the official guide can be completed electronically through the CIPC online platform.

The process involves locating the company, selecting the relevant director, choosing Status Change, changing the director type, completing the required information and submitting the application.

Are supporting documents always required?

No. According to the CIPC guide, supporting documents are optional for certain director transactions, including updating director details, appointing a director and resigning a director.

However, documents are indicated as mandatory for specific status changes such as Status Remove, Deceased and Term Expired.

Applicants should always follow the document requirements displayed by CIPC for the particular transaction.

Do directors need to complete OTP verification?

The CIPC process requires the relevant parties involved in the applicable transaction to respond to the proposed changes communication and capture the required identification and OTP information.

The filer and affected directors should therefore monitor their email accounts and complete the required consent process.

What is the COR39?

The COR39 is a CIPC company document reflecting registered company information relating to directors.

Following completion of the relevant process, CIPC indicates that all active directors will receive the COR39 by email.

What should I do if I do not receive the CIPC email?

First, check the email address associated with the CIPC process and review the spam or junk folder.

You should also verify that the relevant contact details were captured correctly during the application.

If the communication still cannot be located, consider checking the application status through the CIPC platform and contacting CIPC through its official support channels if necessary.

Final Thoughts

Changing a director type on CIPC is an important corporate-record amendment that should be completed carefully.

The process can be summarised as follows:

  1. Log into CIPC.
  2. Select Transact.
  3. Select More Service.
  4. Accept the terms and select Director Amendments.
  5. Agree and continue.
  6. Search for the company using its registration number.
  7. Select the correct company.
  8. Complete the foreigner quiz and review enterprise contact details.
  9. Select the relevant director.
  10. Select Status Change.
  11. Change the director type and capture the required information.
  12. Save the amendment.
  13. Review all directors.
  14. Continue with the application.
  15. Attach documents where required.
  16. Confirm the application only once.
  17. Finalise the application.
  18. Monitor the CIPC Proposed Changes email.
  19. Review the proposed changes.
  20. Select Red Consent.
  21. Enter identification and SMS/email OTP information and submit.
  22. Allow all impacted parties to complete their submissions.
  23. Select Finish to finalise the application.
  24. Keep the resulting COR39 for the company’s records.

The most important lesson is that submitting the initial application is only part of the process. The affected parties must complete the required verification steps, and the application must ultimately be finalised.

For businesses, keeping CIPC information accurate is an important part of good corporate governance. A company should not wait until it needs a bank account, licence, tender, investment, tax registration or other business service to discover that its director information is outdated.

By maintaining accurate company records and carefully following the CIPC amendment process, businesses can reduce unnecessary delays and keep their statutory information properly aligned with their actual corporate structure.

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