Parties
Full legal names and contact details for the requester and the subject so identity and responsibility are clear.
A complete Clearance Authorization Document clarifies scope, reduces processing delays, and helps satisfy legal consent requirements for background checks and data sharing. It also supports auditability and helps organizations meet industry rules for access control and privacy.
Organizations and individuals that commonly complete or request this document include employers, contractors, security teams, HR staff, hospitals, licensing boards, and government contract administrators.
The document also serves applicants, employees, vendors, and third-party screening vendors who rely on explicit written consent to proceed with verification or disclosure.
Full legal names and contact details for the requester and the subject so identity and responsibility are clear.
Explicit list of authorized checks and data sources to prevent overreach and support vendor compliance.
Effective and expiration dates that limit how long vendors can use the authorization.
Plain-language permission describing the purpose and any redisclosure limitations for subjects.
Signature fields, witness or notary blocks, and optional eID or multi-factor authentication guidance.
Recordkeeping instructions and retention period to satisfy audits and legal hold obligations.
Use secure channels and platforms that support audit trails, conditional fields, and required authentication for legal certainty.
| Required Fields | Full name, DOB, scope, dates, signature |
|---|---|
| Signer Order | Subject signs first, then requester counter-signs |
| Authentication | Email link with optional SMS code or KBA |
| Conditional Fields | Show additional fields based on prior answers |
| Audit Settings | Enable detailed audit trail capture |
Allow 3–10 business days for internal review and routing
Expect 1–14 days depending on scope and vendor
In-person immediate; RON scheduling varies by provider
Screening vendors typically return results within agreed SLA windows
Set retention per legal basis and audit requirements