Early enough that adjudication is not on the critical path, and early enough to fix a relationship problem if the ownership records do not support affiliation.
The corporate check comes before the calendar
Adjudication timelines are outside the group's control, and premium processing where available shortens the wait but not the preparation. The bigger scheduling risk in a case like this is discovering, three weeks before filing, that the two share registers do not match closely enough to support affiliation, because that cannot be repaired quickly and any restructuring needs to be considered carefully. Obtaining the ownership documents at the start, rather than as the last item, converts an unknown into a fact while there is still time to act on it. In the meantime Dana continues in her existing role for the Barriere company, which requires no authorization because the work is performed in Canada.
Hypothetical example: A cold-chain logistics group needs its Canadian executive in the United States when a warehouse opens. The first review should count the qualifying foreign year within the three years before filing, verify the ownership records, and compare the staffing plan with the proposed executive duties. The opening schedule is the record that settles the business need. If the warehouse will have no staff to manage for months, the company should reconsider the requested role instead of assuming a senior title alone proves it.
That candid revision is stronger than a title that the operating structure cannot support.