Entity Identification
Full legal name, DBA (if any), entity type, and state of formation to verify legal existence and tax classification.
A complete Business DI Sheet reduces administrative friction, improves vendor risk assessment, and creates a single retained record for audits and legal review. When completed correctly it supports tax reporting, contract enforcement, and regulatory compliance and can satisfy e-signature standards under federal and state law such as the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes.
Teams that prepare, approve, or rely on a Business DI Sheet include procurement, accounts payable, legal, compliance, and the contracting business unit. These groups use the form to confirm identity, payment details, and signing authority before executing agreements.
Centralizing responsibility for completion and review—typically procurement or legal—reduces incomplete submissions and supports timely approvals.
| Field | Configuration |
|---|---|
| Required Fields | Mark EIN, Legal Name, and Authorized Signer as required |
| Attachments | Require W-9 and insurance COI uploads where applicable |
| Routing | Route first to procurement, then legal, then finance |
| Notifications | Enable email reminders and escalation rules |
Choose a platform that supports PDF, DOCX, conditional fields, and secure signer authentication to reduce friction and meet compliance needs.
Provide the DI Sheet when the payer or business requests it
Collect before first payment to avoid backup withholding
Confirm before documents are executed and services begin
Record retention begins at effective date or contract close
Ensure documents are accessible for routine audits or tax inquiries
| 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 trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (premium tier) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Full legal name, DBA (if any), entity type, and state of formation to verify legal existence and tax classification.
EIN or SSN where applicable, W-9 attachment, and backup-withholding status for accurate tax reporting.
Name, title, and evidence of authority such as corporate resolution or board minutes when required by contract value.
Preferably ACH details or remit-to address, payment terms, and invoicing contact to avoid AP disputes.
Certificates of insurance, licenses, or professional credentials required for the engagement or vendor type.
Space for supporting documents and internal notes such as risk flags, exclusions, or special payment arrangements.
Procurement requires a completed DI Sheet before PO approval
Healthcare collects DI Sheets plus a BAA when PHI may be involved
An officer listed in corporate records (CEO, CFO, President) may sign commercial agreements and DI Sheets when authority is granted by corporate bylaws or board resolution. Confirm title and, where necessary, attach a board-authorized resolution to avoid disputes over signature validity.
An authorized agent with written delegation (power of attorney or company letter) may sign on behalf of the entity. For significant obligations, require documentation demonstrating the scope of delegated authority before accepting signatures.
The business unit asks the vendor to complete the DI Sheet and provide supporting documents.
Vendor supplies data, W-9, insurance certificates, and signer evidence.
Procurement, legal, and finance validate entries and attachments.
Authorized parties sign electronically or in-person and the completed record is archived.