Business Identity
Legal name, DBA if any, and entity type (LLC, C Corp, S Corp, Sole Proprietorship).
A consistent template reduces delays, prevents repeated document requests, and creates an auditable record useful for compliance and risk review under federal and state rules.
The completed template serves internal reviewers, external counterparties, and auditors as a single source of truth for business identity and authority.
Legal name, DBA if any, and entity type (LLC, C Corp, S Corp, Sole Proprietorship).
State of formation, Secretary of State registration number, and registered agent contact.
Employer Identification Number (EIN) and statement about backup withholding or W-9 status.
Name, title, authority basis (bylaws or resolution), and corporate title of signer.
Articles of organization/incorporation, operating agreement, recent state filing, or W-9 as required.
Signature, printed name, title, date, and space for notarization or witness where required.
| Field | Configuration |
|---|---|
| Signature Field | Required; capture name, date, and timestamp |
| Attachment Field | Allow PDF/JPG uploads; mark required for formation documents |
| Authentication | Email verification or SMS code; increase to KBA for high risk |
| Routing | Automated copy to requester and internal compliance folder |
Ensure the chosen platform complies with required standards (ESIGN/UETA) and supports required exports and audit logs.
Processing often takes 3–10 business days after complete submission
Expect 5–15 business days including identity verification
Submit with application by published grant deadline; review cycles vary
Provide W-9/EIN info before year-end reporting deadlines like Jan 31
Update proofs annually or as requested to avoid stale records
| 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, no card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |