Entity Details
Legal name, DBA, entity type, formation jurisdiction, and formation date; exact legal text avoids mismatched records during verification.
A concise, accurate Business Fact JUAMI FACT speeds onboarding, reduces contract friction, and provides an auditable record of company facts that third parties rely on for compliance, payments, and legal review.
The Business Fact JUAMI FACT is most often completed by authorized company representatives during onboarding, financing, or compliance checks.
Legal name, DBA, entity type, formation jurisdiction, and formation date; exact legal text avoids mismatched records during verification.
Federal EIN and any state tax IDs or VAT numbers; include issuing jurisdiction and format to prevent backup withholding or reporting errors.
Street address, city, state, ZIP; include mailing address if different and note P.O. box limitations for service of process.
Names, titles, and signature authority statements for persons permitted to sign on behalf of the entity; indicate limits of authority where applicable.
Short declarative statements of material facts being certified (ownership percentages, licenses, insurance coverage) with effective dates and scope.
Incumbency certificates, formation documents, certificates of good standing, and ID copies as needed to substantiate the facts declared.
| Field | Configuration |
|---|---|
| Required fields | Make Legal Name, EIN, Effective Date mandatory |
| Validation rules | EIN format XX-XXXXXXX; date MM/DD/YYYY |
| Signer order | Sequence: preparer → reviewer → authorized signer |
| Audit logging | Enable IP, timestamp, and activity trail |
Use eSignature tools that support audit trails, required authentication, and secure document storage for copies that third parties will rely on.
| 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 | 7-day free trial | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Yes (Business Premium+) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Provide a W-9 upon payer request; no fixed IRS deadline
Report payee information by Jan 31 to avoid penalties
Individual returns due April 15; extensions alter retention timing
Schedule notarization promptly; RON session fees may apply
Set 3–5 business days for verification to meet typical vendor expectations