Can this form be electronically signed?

Yes. Electronic signatures meet federal ESIGN requirements (15 U.S.C. §7001) and UETA where adopted. Ensure the signer consents to electronic records and the platform preserves a reproducible record of the signature event.

When is notarization required?

Notarization is required when the downstream use of the form creates a legal need (for example, records supporting real estate transfer or certain POAs). State rules vary; check the state notary requirements and RON allowances before relying on e-notarization.

How long should I retain completed forms?

Retention depends on the record type and regulator: IRS generally 3 years (IRC §6501(a)), HIPAA 6 years (45 CFR §164.530(j)); many contracts recommend retaining documents for 7 years post-termination.

What authentication is sufficient for eSignatures?

ESIGN/UETA do not mandate a specific technology. Use an authentication level proportionate to risk: email link for low-risk, SMS or KBA for medium-risk, and multi-factor or certified digital signatures for high-risk transactions.

How should sensitive data be protected?

Protect sensitive PII and PHI with encryption at rest (AES-256) and in transit (TLS 1.2/1.3), access controls, and, where applicable, a Business Associate Agreement for HIPAA processing.

Can I update a submitted form?

Yes. Correct errors via an amendment signed by the same parties or create a superseding document. Retain both versions and the amendment trail to preserve auditability.

Electronic Signature
Templates
Miscellaneous
Client Information DAS Form

Client Information DAS Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

CLIENT INFORMATION DAS FORM

WHEREAS

WHEREAS, Client Name: (the "Client") seeks to engage DAS Services Provider: (the "DAS Provider") to perform services described below; and

WHEREAS, the Parties desire to set forth the Client information, the scope of work, payment terms, and the general business agreement terms under which the DAS Provider will perform services effective as of Effective Date: .

CLIENT INFORMATION

Primary Address Primary Contact Name Contact Title / Role Email Phone Entity Type (select one or more)

Individual Corporation LLC Other

Tax Identifier (EIN/SSN) Billing Address (if different)

PROJECT DETAILS & SCOPE OF WORK

Project Name Scope of Work Deliverables and Milestones

PAYMENT TERMS

Total Contract Amount: $ payable in accordance with the payment schedule below.

Payment Schedule / Invoicing

Invoicing Frequency: Late Payment Fee:

Payment Method

ACH / Bank Transfer Check Credit Card Wire Transfer

If ACH/Wire, Banking Instructions

TERM AND TERMINATION

Term Commencement Date: ; Term Expiration Date: .

Either party may terminate this Agreement for convenience upon written notice provided at least days prior to the intended termination date. Termination for cause may be immediate upon material breach if the breaching party fails to cure within days after receipt of written notice describing the breach.

CONFIDENTIALITY

Each party shall maintain in confidence all non-public information disclosed by the other party 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"). Confidential Information will not include information that is (i) publicly known through no fault of the receiving party; (ii) rightfully received from a third party without restriction; (iii) independently developed by the receiving party without use of the disclosing party's Confidential Information; or (iv) required to be disclosed by law, provided the disclosing party is given prompt notice and the disclosure is limited to the legally required information.

The receiving party will restrict disclosure of Confidential Information to employees, contractors, or agents with a need to know and who are bound by confidentiality obligations at least as protective as those set forth herein. Upon termination or written request, Confidential Information and all copies will be returned or destroyed.

GOVERNING LAW; DISPUTE RESOLUTION

This Agreement will be governed by and construed in accordance with the laws of the State of , without regard to conflict of laws principles. The parties will attempt in good faith to resolve any dispute arising out of or relating to this Agreement by negotiation between senior executives. If unresolved within thirty (30) days, the dispute may be submitted to binding arbitration by mutual agreement of the parties or otherwise adjudicated in a court of competent jurisdiction in the governing state.

ENTIRE AGREEMENT

This document, together with any attachments, schedules, and accepted statements of work, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, or representations, whether written or oral. No amendment will be effective unless in writing and signed by authorized representatives of both parties.

NOTICES

Notice to Client (Contact for legal notices) Notice to DAS Provider (Contact for legal notices)

CERTIFICATION

By signing below, each signatory represents and warrants that he or she is duly authorized to execute this Agreement on behalf of the party for which he or she signs, that such party has the full right, power, and authority to enter into and perform its obligations under this Agreement, and that this Agreement constitutes a valid and binding obligation of such party enforceable in accordance with its terms.

Client:

By:

Date:

DAS Provider:

By:

Date:

What the Client Information DAS Form Is and When It’s Used

The Client Information DAS Form is a standardized intake document used to collect essential client details for onboarding, recordkeeping, and downstream transactions. Typical entries include legal name, contact information, tax identifiers, billing and mailing addresses, emergency contacts, and authorization consents. Organizations use this form to create a reliable single source of truth for client records, support regulatory compliance, and streamline workflows that rely on accurate client metadata. The form is adaptable across industries and can be completed on paper or electronically, including via compliant eSignature platforms.

Why a Standard Client Information DAS Form Matters

A well-structured Client Information DAS Form reduces onboarding friction, lowers data errors, and supports audit-ready recordkeeping.

Who Typically Completes the Client Information DAS Form

Many industries use the form; adapt fields and retention controls to match sector-specific rules and privacy obligations.

Sales and account onboarding teams who need contact, billing, and contract details to activate services.
Client services and support staff who require preferences, emergency contacts, and service-level data for delivery.
Compliance, legal, and finance teams tasked with tax identifiers, consent records, and audit trails.

Step-by-Step: Completing the Client Information DAS Form

Follow these sequential steps to complete and validate the form for use in operational and legal processes.

01

Collect Basics: Gather legal name, contact details, and tax identifier before starting.
02

Confirm Identity: Verify ID or supporting documents per your internal KYC procedure.
03

Record Consents: Capture privacy and data-sharing consents explicitly on the form.
04

Sign and Date: Obtain signatures and timestamp; include witness or notarization if required.

Where to Send the Completed Form and Typical Routing

After completion, route the form to the responsible parties using secure channels and record each transfer in the client file.

To the Client: Return a signed copy to the client for their records and consent confirmation.
To Finance: Send billing and tax identifier data to accounts receivable for setup.
To Compliance: Forward copies of consents and identity verification to compliance or legal teams.
To Records: Archive the executed form in the client record with retention metadata.

Configuring an Online DAS Form Workflow

Set these fields and behaviors when building the form in a document management or eSignature platform.

Field	Configuration
Accepted Formats	PDF, DOCX, HTML
Authentication	Email link, SMS code, or KBA
Field Types	Signature, date, dropdowns, text
Routing	Sequential or parallel signing

Technical Considerations for Digital Completion and eSubmission

Ensure chosen platform meets regulatory controls for your industry, including audit trail and encryption requirements.

Integrations: Salesforce, Microsoft 365, NetSuite
File Support: PDF, DOCX, Excel
Authentication: Email, SMS, SSO

eSignature Vendor Pricing Snapshot for Client Forms

Comparing basic plan pricing and common feature availability can guide platform selection for client intake and eSubmission workflows.

	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

Essential Elements to Include in a Professional DAS Form

Design the form to capture identification, consent, and operational data needed across departments and audits.

Identification

Full legal name, any DBA, tax identifier, and government ID references so identity is unambiguous for compliance and reporting.

Contact Details

Primary and secondary phone numbers, email addresses, and physical address for notices, billing, and courier deliveries.

Billing Information

Billing address, preferred payment method, invoice contact, and billing entity to prevent invoicing errors and disputes.

Consents & Authorizations

Explicit consents for data processing, credit checks, credit card charges, and third-party disclosures with dated signature lines.

Engagement Scope

Brief description of services, start date, and any limits of authority to avoid misunderstandings later.

Signatures & Dates

Signed and dated signature blocks for the client and organization, and fields for witness or notary when required.

Required Data Elements at a Glance

Legal Name: Exact full name

Tax ID: SSN or EIN

Contact Info: Phone and email

Address: Street, city, state, ZIP

Consent Status: Yes/No with date

Signature: Signed and dated

Key Penalties and Risks from Incomplete or Incorrect Forms

1099 Penalties: IRC §6721: $60–$660+ per incorrect or late form

I-9 Violations: 8 CFR §274a.2: $281–$2,789 per paperwork violation

HIPAA Exposure: 45 CFR: civil penalties for insufficient safeguards

Tax Withholding: Missing TIN can trigger 24% backup withholding

Contract Risk: Unsigned forms may be unenforceable

Audit Findings: Incomplete records increase audit liability

Common Mistakes to Avoid When Preparing the Form

Using nicknames instead of the client’s legal name leads to verification failures and tax mismatches.
Omitting a required signature or date invalidates consent and can delay service activation.
Failing to collect a correct TIN triggers backup withholding and penalties for payers.
Not retaining an audit trail or proof of consent complicates regulatory audits and disputes.

Practical Tips for Accurate, Efficient Completion

Adopt these best practices to reduce friction, support compliance, and keep client data consistent across systems.

Pre-validate client data

Check names and TINs against verification services before finalizing the form to avoid IRS mismatches and backup withholding triggers.

Use conditional fields

Show only relevant fields (tax fields for payees, guardian details for minors) to reduce errors and make the form easier to complete.

Capture consent explicitly

Include an ESIGN-compliant consumer disclosure where applicable and record consent acceptance with timestamp and IP address for audit purposes.

Archive with metadata

Store executed forms with retention tags, signer authentication method, and audit trail to meet regulatory and legal discovery needs.

Timing Considerations and Processing Expectations

Understand when the form must be provided, typical processing time, and any statutory deadlines that affect downstream reporting.

Provide on Request:

W-9 style data should be provided upon payer request; no fixed filing deadline

Internal Processing:

Expect 1–5 business days for verification and account setup

Tax Reporting Link:

Data may feed year-end information returns (e.g., 1099 series)

Notary / RON Scheduling:

Allow extra days for notarization or remote notarization sessions

Record Retention:

Retain per retention schedule and regulatory basis

How the Client Information DAS Form Differs from a Basic Intake Form

Compare key attributes to decide whether the DAS form or a simpler intake form fits your process and compliance needs.

Criteria	Client Information DAS Form	Standard Intake Form
Notarization	optional	rarely required
Required Fields	comprehensive	basic contact data
eSignability
Retention Expectation	3–7 years	1–3 years

Real-World Examples of Client Information Forms in Use

These short case narratives show how organizations apply the form to streamline onboarding and compliance.

Optica Ventures

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

Use case: investor onboarding and KYC.
Outcome: Reduced onboarding time and improved client document consistency across investments and legal files.

Fertility Centers of Illinois

The airSlate SignNow team has been exceptional, responsive, the API has been great.

Use case: patient intake with PHI.
Outcome: Secure collection of patient data with HIPAA controls and reliable audit trails for patient consents and treatment authorizations.

Frequently Asked Questions About the Client Information DAS Form

Answers to common concerns about eSigning, notarization, retention, and handling of sensitive data.

Need help? Contact support

Can this form be electronically signed?
Yes. Electronic signatures meet federal ESIGN requirements (15 U.S.C. §7001) and UETA where adopted. Ensure the signer consents to electronic records and the platform preserves a reproducible record of the signature event.
When is notarization required?
Notarization is required when the downstream use of the form creates a legal need (for example, records supporting real estate transfer or certain POAs). State rules vary; check the state notary requirements and RON allowances before relying on e-notarization.
How long should I retain completed forms?
Retention depends on the record type and regulator: IRS generally 3 years (IRC §6501(a)), HIPAA 6 years (45 CFR §164.530(j)); many contracts recommend retaining documents for 7 years post-termination.
What authentication is sufficient for eSignatures?
ESIGN/UETA do not mandate a specific technology. Use an authentication level proportionate to risk: email link for low-risk, SMS or KBA for medium-risk, and multi-factor or certified digital signatures for high-risk transactions.
How should sensitive data be protected?
Protect sensitive PII and PHI with encryption at rest (AES-256) and in transit (TLS 1.2/1.3), access controls, and, where applicable, a Business Associate Agreement for HIPAA processing.
Can I update a submitted form?
Yes. Correct errors via an amendment signed by the same parties or create a superseding document. Retain both versions and the amendment trail to preserve auditability.

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