Identification
State the full legal name of the business and any DBAs so recipients can verify the corporate identity without ambiguity.
A clear POC Letter reduces misrouting of requests, ensures consistent responses, and creates an auditable chain of authority for regulatory, financial, and vendor workflows. Well‑crafted letters help protect the business by documenting delegation and contact boundaries in writing.
Issue or update the letter whenever ownership of responsibilities shifts, a new project begins, or a regulator or counterparty requests formal contact designation.
A CEO, CFO, or other officer who has corporate authority to delegate may sign to validate organizational authorization; include title and corporate resolution reference if required.
A named employee or contractor authorized by the company to act as the point of contact; include their role, limits of authority, and contact information for verification.
State the full legal name of the business and any DBAs so recipients can verify the corporate identity without ambiguity.
Provide the full legal name, job title, direct phone number, and business email address for the designated point of contact.
Describe exactly what the contact may receive, decide, or act upon (e.g., vendor onboarding, billing inquiries, audit responses), and any limits to that authority.
Specify the effective start date and, if applicable, an expiration date or condition for termination of the POC designation.
Include the printed name, title, signature, and date for the authorized signer; reference a corporate resolution when formal authority is required.
Optional attachments may include a corporate resolution, license, or ID to help third parties confirm the authority of the signer.
| Field | Configuration |
|---|---|
| Signature Type | Choose electronic signature or notarized signature per recipient needs |
| Authentication | Set email verification, SMS code, or KBA where stronger ID is needed |
| Routing Order | Define signer sequence or parallel signing for countersignatures |
| Audit Trail | Enable full logging of IP, timestamps, and signer actions |
Platforms commonly integrate with CRM and document storage systems; select authentication and storage options consistent with regulatory requirements and internal policy.
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Verify recipient and state requirements before notarizing.
Have government ID ready for identity proofing.
Select in-person or RON per state acceptance.
Arrange notary appointment or RON session in advance.
For RON, retain audio‑video if required by state law.
Include witnesses if the state or recipient requires them.
Ensure the notary records the transaction in the journal.
Include the notary acknowledgment or RON certificate with the letter.