Contact Information
Full legal name, preferred mailing and email addresses, and primary phone number used for correspondence and notices.
A concise Guide reduces processing delays, supports accurate tax and compliance reporting, and creates a single source of truth for buyer due diligence. Proper completion lowers downstream risk for closing, underwriting, and recordkeeping.
The Guide is completed by the buyer or buyer’s authorized representative and reviewed by transactional stakeholders to verify identity, eligibility, and payment authority.
Accurate completion reduces requests for follow-up information and shortens the time to close or onboard the buyer.
Full legal name, preferred mailing and email addresses, and primary phone number used for correspondence and notices.
Government ID details and taxpayer identification (SSN/TIN) used for verification and tax reporting where applicable.
Proof-of-funds, bank or escrow account details, source of funds statement, and any payment authorization consent.
Item description, purchase price, contract dates, and reference to the governing purchase agreement or order.
Material disclosures, conflict-of-interest statements, and any industry-specific notices required by law or contract.
Signature block with signer name, capacity, and date; include notarization or witness fields if the jurisdiction or transaction requires them.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature field; allow image or typed signature where legally acceptable |
| Authentication | Email verification or SMS code; use stronger KBA where required |
| Templates | Save standardized sections for reuse to ensure uniform data collection |
| Reminders | Automatic reminders and expirations to prompt completion |
Choose a platform that supports the file formats, authentication options, and integrations your workflow requires.
Confirm the platform captures an audit trail, stores a tamper-evident signed copy, and supports export to your records system for retention.
Provide upon payer request; no fixed federal filing deadline
Filed with recipient and IRS by January 31 for the prior tax year
Retain for three years after hire or one year after termination, whichever is later (8 CFR §274a.2)
Schedule notary or RON within timeline requested by escrow or title for closing
Plan for 3–7 business days for verification in standard workflows
Buyer receives Guide and supporting document checklist for completion.
Buyer fills fields, attaches proofs, and signs the Guide.
Agent, lender, or escrow verifies identity and documents for accuracy.
Signed Guide is stored and used for closing, tax reporting, and audits.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |