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Business Services USLI

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BUSINESS SERVICES AGREEMENT — USLI

This Business Services Agreement (the Agreement) is entered into as of by and between (Provider) and (Client).

Parties and Contact Information

Recitals

WHEREAS, Provider is engaged in the business of providing specialized business services to commercial clients, including but not limited to insurance program administration, risk management support, and related consulting services;

WHEREAS, Client desires to engage Provider to perform certain services in accordance with the terms and conditions set forth herein, and Provider is willing to provide such services on the terms and conditions of this Agreement;

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained in this Agreement, the parties agree as follows:

1. Scope of Work

Provider shall perform the services described below and in any attachments or statements of work executed by the parties. Provider will perform the services with commercially reasonable skill and care and in accordance with industry standards.

2. Payment Terms

Client shall pay Provider for the services the fees set forth below. Except as otherwise agreed in writing, fees are exclusive of applicable taxes and reimbursable expenses.

Invoices shall be due and payable within days of the invoice date. Late payments shall accrue interest at the lesser of (i) per month, or (ii) the maximum rate permitted by applicable law. Client agrees to pay all reasonable costs of collection, including attorneys' fees.

Reimbursable expenses: Provider may invoice for pre-approved, documented out-of-pocket expenses. Reimbursement is due per invoice terms above.

Accepted payment methods: Bank transfer Check Credit card

3. Term and Termination

This Agreement shall commence on and continue until unless earlier terminated as provided herein.

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Either party may terminate for material breach if the breaching party fails to cure the breach within thirty (30) days after receipt of written notice specifying the breach.

4. Confidentiality

For purposes of this Agreement, "Confidential Information" means all non-public information disclosed by a party (Discloser) to the other party (Recipient) in connection with this Agreement, whether oral, written or electronic, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information includes, without limitation, business plans, pricing, customer lists, technical data and proprietary systems.

Recipient shall: (a) hold Confidential Information in strict confidence using at least the same degree of care as it uses to protect its own confidential information but not less than reasonable care; (b) not disclose Confidential Information to any third party except to Recipient's employees, agents or contractors who have a need to know and are bound by confidentiality obligations at least as protective as those set forth herein; and (c) use Confidential Information solely to perform its obligations or exercise rights under this Agreement.

Confidentiality obligations do not apply to information that: (i) is or becomes generally available to the public other than as a result of a breach of this Agreement by Recipient; (ii) was lawfully in Recipient's possession prior to receipt from Discloser; (iii) is rightfully received from a third party without restriction; or (iv) is independently developed by Recipient without use of Discloser's Confidential Information. Recipient may disclose Confidential Information to the extent compelled by law or order of a court or governmental authority, provided that Recipient gives prompt written notice to Discloser and reasonably cooperates with Discloser, at Discloser's expense, in seeking protective relief.

5. Limitation of Liability and Indemnification

Except for damages arising from willful misconduct, gross negligence, or a breach of confidentiality or indemnification obligations, neither party shall be liable to the other for incidental, consequential, punitive or special damages, even if advised of the possibility of such damages. The aggregate liability of each party for claims arising out of or related to this Agreement shall not exceed the total fees paid to Provider under this Agreement in the twelve (12) months preceding the event giving rise to the claim.

Provider shall indemnify and hold harmless Client from and against claims, losses and liabilities resulting from Provider's breach of this Agreement or Provider's willful misconduct or negligence in performing the services. Client shall indemnify and hold harmless Provider for claims resulting from Client's misuse of deliverables or breach of payment obligations.

6. Independent Contractor

Provider is an independent contractor and not an employee, agent, joint venturer or partner of Client. Provider shall be solely responsible for all taxes, withholdings, benefits and other obligations owed in connection with Provider's personnel.

7. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws rules. The parties consent to the exclusive jurisdiction and venue of the state and federal courts located in for resolution of disputes arising out of this Agreement.

8. Entire Agreement; Amendments

This Agreement, including all schedules, exhibits and statements of work expressly incorporated herein, constitutes the entire agreement between the parties concerning its subject matter and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, whether oral or written. Any amendment or modification of this Agreement must be in writing and signed by authorized representatives of both parties.

9. Miscellaneous

Notices under this Agreement shall be in writing and delivered to the contact information set forth above. If any provision of this Agreement is held unenforceable, the remainder of the Agreement will remain in full force and effect. The rights and remedies provided in this Agreement are cumulative and not exclusive.

Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Business Services USLI Is and when it’s used

The Business Services USLI is a standardized business services letter or instruction form used to document scope, responsibilities, and authorization for service engagements between commercial parties. It typically records the parties’ legal names, effective dates, scope of work, payment terms, required deliverables, and contact points for project coordination. Organizations use this form to create a single reference that reduces ambiguity about responsibilities and timelines, supports procurement and vendor-management workflows, and provides a written basis for invoices, approvals, and dispute resolution in commercial relationships.

Why a clear Business Services USLI matters for operations

A well-composed Business Services USLI reduces misunderstandings, documents expectations for billing and deliverables, and provides an auditable record for procurement, compliance, and financial review. It supports faster onboarding and clearer vendor governance while preserving evidence needed for audits or legal disputes.

Why a clear Business Services USLI matters for operations

Who typically prepares and signs a Business Services USLI

The Business Services USLI is used by internal teams and external vendors where formal service terms are required before work begins.

  • Procurement and purchasing teams responsible for vendor contracts and purchase order alignment.
  • Project managers and operations staff who define deliverables, milestones, and acceptance criteria.
  • Vendors and professional service providers executing the work and confirming billing terms.

Use coordinated signatory authority and documented approvals to ensure the USLI is binding and matches internal purchase controls.

Step-by-step: completing a Business Services USLI

Follow these steps to ensure the form is complete, consistent, and enforceable.

  • 01
    Identify parties: Enter full legal names and entity types.
  • 02
    Set effective date: Use MM/DD/YYYY; this determines start of obligations.
  • 03
    Define scope: Describe tasks, deliverables, and acceptance criteria clearly.
  • 04
    Specify payment: State amounts, billing schedule, and payment terms.

How to configure an online Business Services USLI workflow

Configure workflow settings to match approval requirements and preserve an audit trail for each signed document.

Field Configuration
Authentication Method Email link | SMS code or KBA as required
Template Use Save standard USLI template for reuse and version control
Conditional Fields Show payment or tax sections only when required
Audit Trail Enable timestamps, IP, and action logs for each signer

Typical online signing flow for the USLI

An efficient e-signature flow reduces turnaround and preserves evidence of consent.

  • Upload document: Sender uploads PDF or DOCX to the signing platform.
  • Add fields: Place signature, date, and text fields for each signer.
  • Send to signers: Distribute via email link or secure signing portal.
  • Capture audit trail: Platform records timestamps, IP addresses, and signer actions.

Technical and integration considerations

Choose platform settings and integrations that match security and document lifecycle needs.

  • Cloud Storage: Google Drive, Box, or Egnyte integration
  • ERP / CRM: Integrate with NetSuite or Salesforce
  • File Formats: Accept PDF, DOCX, and HTML

Ensure your chosen platform supports required authentication, audit trails, and export formats for records retention.

Security and compliance elements to confirm

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
HIPAA Support: BAA available for protected health information
Audit Trail: Timestamps, IP, and action logs retained
Certifications: SOC 2 Type II and ISO 27001
Regulatory: ESIGN and UETA compliance
Accessibility: WCAG 2.0 Level AA conformance

Common preparation mistakes to avoid

  • Using informal or abbreviated party names that do not match legal formation documents, causing payment and acceptance issues.
  • Leaving required fields blank or using inconsistent date formats, which can delay validation and processing by downstream teams.
  • Failing to attach referenced exhibits or SOWs, producing ambiguity about deliverables and acceptance criteria during disputes.
  • Not confirming signer authority or purchase order alignment, which may result in repudiation or internal audit findings.

Risks and potential penalties from incorrect or incomplete forms

Tax information errors: Penalties for incorrect returns under IRC §6721 may apply
I-9 paperwork: I-9 violations can result in fines (8 CFR §274a.2)
HIPAA breaches: HIPAA violations carry civil penalties and BAA obligations
Contract unenforceability: Missing signatures or authority can void contractual obligations
Notarization defects: Incorrect notarization can render documents unacceptable
Intentional disregard: Intentional failure to file information returns carries higher penalties

Key deadlines and timing to track

Track statutory and administrative deadlines closely to avoid penalties and maintain compliance.

W-9 provision:

Provide upon payer request; no fixed federal filing deadline

W-2 to employee:

Issue to employees by January 31

1099-NEC:

Send to recipient and IRS by January 31

1099-MISC paper:

Paper filing deadline to IRS is February 28

1040 individual return:

File by April 15; extension available to October 15

Real-world examples of Business Services USLI use

These customer examples show how organizations use standardized service letters to reduce friction and support compliance.

Martin Properties — Tim Martin

The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

  • Site-based leasing and vendor onboarding required rapid signature collection.
  • Using a standardized Business Services USLI reduced turnaround and kept lease-related approvals on schedule without in-person signings.

Fertility Centers of Illinois — John Butler

airSlate SignNow team has been exceptional and the API has been great.

  • Integration with back-office systems automated document storage.
  • Standardized service instructions preserved clinical consent records and improved retrieval during audits and patient inquiries.

Practical tips for accurate and efficient USLI completion

Follow these best practices to reduce errors, speed approvals, and maintain a reliable audit trail.

Use consistent entity names
Always match the legal name to formation or tax documents, and include DBA names where relevant to prevent payment or validation issues.
Standardize dates and formats
Use MM/DD/YYYY for all dates, spell out currencies and payment terms, and avoid ambiguous terms like 'ASAP' or 'within a reasonable time'.
Attach supporting exhibits
Include SOWs, pricing schedules, and change-order procedures as appendices to the USLI to ensure deliverables are auditable and enforceable.
Preserve an audit trail
Record signer identity, timestamps, and IP addresses; keep a tamper-evident copy for dispute resolution and regulatory review.

Frequently asked questions about the Business Services USLI

Answers to common execution, validity, and electronic signing questions for U.S. business workflows.


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