Personal Details
Full legal name, preferred name, date of birth, and government-issued ID information to verify identity and eligibility.
A complete packet ensures consistent eligibility screening, preserves a clear audit trail of applicant consent, and reduces follow-up questions that delay chapter decisions. Accurate packets help chapters comply with internal governance, protect member privacy, and document acceptance criteria.
Local chapter membership committees, prospective applicants, and chapter secretaries commonly interact with the packet during intake and review processes.
Clear role separation—applicant fills, committee reviews, officers store—reduces errors and supports faster, documented membership decisions.
Full legal name, preferred name, date of birth, and government-issued ID information to verify identity and eligibility.
Primary mailing address, email, phone numbers, and emergency contact details for ongoing chapter communication and records.
College or university, graduation status, major, and prior sorority or organizational affiliations relevant to membership rules.
Names, relationships, and contact details for references used by the membership committee to confirm character and community involvement.
Clear consent to perform background checks or verification where required, including signature and date for legal authorization.
Code of conduct acknowledgment, dues/fee understanding, media release (if any), and dated signature block for electronic or handwritten signing.
| Field | Configuration |
|---|---|
| Required Fields | Make name, DOB, contact, and signature mandatory |
| Authentication | Use email link or SMS code for signer verification |
| File Types | Accept PDF, DOCX, JPG for attachments |
| Retention | Auto-save completed packets to secure archive |
Ensure the submission platform supports secure uploads, field validation, and an auditable signature trail.
Platforms that capture timestamps, IP addresses, and a certificate of completion help maintain compliance with ESIGN and UETA requirements and simplify chapter recordkeeping.
Provide upon payer request; no fixed federal deadline
Recipient and IRS due Jan 31 each year
Form 1040 due April 15 (extensions available)
Due April 15 with automatic extension to Oct 15
Initiate early; vendor turnaround varies 3–10 days
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |