Can this form be signed electronically?

Yes. Under the ESIGN Act (15 U.S.C. ch. 96) and state UETA laws, electronic signatures are valid when intent, consent, attribution, and record retention requirements are met; certain exceptions like wills and some court filings remain excluded.

What signature evidence is sufficient?

A timestamped e-signed PDF with an audit trail (signer email/IP/timestamp) typically suffices; use stronger authentication or digital signatures where industry rules require additional assurance.

Do consumer forms require a disclosure?

Yes. Consumer-facing electronic records often require an ESIGN consumer disclosure explaining the right to paper, how to access records electronically, and how to withdraw consent per 15 U.S.C. §7001(c).

When is notarization required?

Notarization depends on document purpose and state law; real estate conveyances and some powers of attorney commonly need notarization and possibly witnesses.

How should executed forms be stored?

Store signed PDFs with immutable audit trails, encrypted at rest, and retained according to applicable federal and state retention rules described above.

Who can sign for an organization?

An authorized officer or an individual with delegated signing authority must sign; confirm internal authority via corporate resolution or written delegation.

Electronic Signature
Templates
Miscellaneous
Client Plan Selection Forms

Client Plan Selection Forms

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

CLIENT PLAN SELECTION FORM

WHEREAS, Client Name: (the "Client") seeks to engage Service Provider Name: (the "Provider") to deliver services and plan options described herein; and

WHEREAS, the parties desire to set forth the selected plan, scope, payment terms and contractual provisions that will govern the provision of services commencing on Effective Date: .

Plan Selection

The Client selects one of the following service plans. Select only one primary plan. Additional optional add-ons may be selected below.

Primary Plan: Basic Plan — Core services, up to 5 service hours per month, email support. Fee: $ Standard Plan — Expanded services, up to 15 service hours per month, priority email response. Fee: $ Premium Plan — Full services, unlimited hours within scope, dedicated account manager. Fee: $

Optional Add-Ons (select any): Priority Telephone Support — Fee: $ Custom Reporting Package — Fee: $ On-site Consulting (per day) — Fee: $

Scope of Work

The Provider will deliver services and deliverables as described below. The Scope may be modified only by written amendment signed by both parties.

Payment Terms

Client agrees to pay fees as set forth below. All fees are due in accordance with the chosen billing schedule. Payments that are not received by the due date are subject to late fees as described.

Total Initial Fee Billing Schedule Payment Method Late Payment Fee

Term and Termination

This Agreement shall commence on Start Date: and continue until End Date: , unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for convenience upon providing not less than Notice Period (days): days' prior written notice. Either party may terminate immediately for material breach if the breaching party fails to cure within thirty (30) days of written notice of breach.

Confidentiality

Each party agrees that all non-public information disclosed by one party to the other that is marked as confidential or that a reasonable person would understand to be confidential (Confidential Information) shall be held in strict confidence, used solely for the performance of this Agreement, and not disclosed to third parties except as required by law. The receiving party shall protect Confidential Information with the same degree of care it uses to protect its own confidential information, but no less than a reasonable standard of care. Confidentiality obligations survive termination for a period of three (3) years.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles.

Entire Agreement

This document, together with any written attachments signed by both parties, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, proposals, understandings and communications, whether written or oral. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Additional Provisions

Assignment: Neither party may assign its rights or delegate its duties under this Agreement without the prior written consent of the other party, except that Provider may assign to an affiliate or in connection with a sale of substantially all of its assets.

Limitation of Liability: Except for liability arising from a party's willful misconduct or gross negligence or a breach of confidentiality, neither party shall be liable for consequential, incidental, special or punitive damages. The aggregate liability of either party for claims arising out of this Agreement shall not exceed the fees paid by Client to Provider in the six (6) months preceding the claim.

Client and Provider Contact Information

Client Address Client Contact Email Client Contact Phone Provider Address Provider Contact Email Provider Contact Phone

Authorization and Signatures

By signing below, each party certifies that the individual signing is authorized to bind the party to the terms of this Agreement, that the information provided on this form is true and complete to the best of the signatory's knowledge, and that the parties agree to be bound by the terms set forth above.

Client:

By:

Date:

Service Provider:

By:

Date:

What Client Plan Selection Forms Are and when they’re used

Client Plan Selection Forms are standardized documents used to record a client’s choice among service or coverage plans, options, rates, and effective dates. Common in subscription services, insurance enrollment, financial advisement, and professional service agreements, these forms collect contact and identity details, selected plan features, billing preferences, start dates, and authorizations. The form establishes the contractual baseline for service delivery and billing, and it can be executed on paper or electronically under U.S. e-signature law when the transaction and parties meet statutory requirements.

Why a clear selection form matters

A well-designed Client Plan Selection Form reduces disputes, speeds onboarding, and creates a single authoritative record of client intent, chosen terms, and acceptance timing — supporting billing accuracy and downstream compliance.

Who typically completes these forms

The form is completed by client-facing staff or clients themselves during enrollment, renewal, or plan change events.

Sales and account managers who document plan choices for new and renewing clients.
Clients submitting preferences directly via online portals or signed paper forms.
Operations or billing teams that verify selections before invoicing or provisioning.

Different roles require different validations: sales focus on choice capture, billing verifies pricing, and legal ensures terms and consents are complete.

Step-by-step: completing a Client Plan Selection Form

Follow these steps to collect accurate choices, confirm consent, and finalize the selection.

01

1. Prepare: Load current plan options and pricing; confirm correct form version.
02

2. Collect Data: Enter client identifiers, selected plan code, effective date, and billing method.
03

3. Confirm Terms: Review fees, service limits, and cancellation terms with the client before signing.
04

4. Execute: Obtain signatures and date, then store the executed copy in records.

How submissions are routed and processed

A clear routing chain ensures the form is validated, priced, and stored in the correct systems.

Upload: Sender uploads the completed form to the document management system.
Validation: Billing and compliance review fields and perform TIN or identity checks as required.
Approval: Manager or authorized reviewer confirms the selection for activation.
Archive: Finalized forms are archived with metadata for retention and audits.

Configuring an online workflow for plan selection

Map each field and approval step into your eSignature or workflow platform before sending to clients.

Field	Configuration
Client Name	Required text field; enable validation via name matching
Plan Selector	Dropdown with SKUs; conditional fields reveal plan-specific options
Pricing Confirmation	Calculated field that displays price based on selections
Approval Sequence	Routing order: sales → billing → operations

Technical requirements for eSubmission and storage

Confirm supported formats, integrations, and authentication options before you deploy an online form.

Formats: PDF, DOCX, and HTML accepted for uploads and signed output
Integrations: Connectors available for CRM, ERP, and cloud storage
Authentication: Email, SMS, or stronger methods such as KBA or SSO

Ensure the platform you use provides tamper-evident signed PDFs, an auditable activity log, and secure archival so that executed forms meet business and regulatory retention needs.

Core elements of a professional Client Plan Selection Form

Design each form section to capture complete, machine-readable data and to provide the evidence needed for billing, compliance, and customer service.

Client Identity

Full legal name, DOB or business EIN where required, and contact information to support identity verification and future notices.

Plan Details

Clear plan code, description, limits, and pricing so downstream systems can automatically provision services and calculate charges.

Effective Period

Start and end dates, renewal terms, and any trial or introductory period to determine billing cycles and cancellation windows.

Payment Authorization

Explicit billing method, authorization language for recurring charges, and fields for masked payment identifiers.

Consents and Disclosures

Consumer-facing disclosures required by ESIGN and any industry-specific notices such as HIPAA or financial consent statements.

Signature Evidence

Signature block, signature method recorded, and an audit trail capturing timestamp, IP, and signer authentication.

Security and compliance details to capture

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamped event history with IP and action log

HIPAA Support: BAA available where required

Authentication: Email, SMS, KBA, or SSO options

Certifications: SOC 2 Type II and ISO 27001 compliant

Accessibility: WCAG 2.0 Level AA accessibility support

Key risks and potential penalties

Incorrect TIN: Can trigger 24% backup withholding

Missing Signature: May render acceptance unenforceable

Late Submission: Leads to billing disputes and delayed service

Unauthorized Changes: Creates liability for fraud or breach

Privacy Violations: HIPAA or state privacy fines possible

Recordkeeping Failures: Regulatory penalties or audit findings

Common mistakes that slow processing

Using outdated plan codes that do not match current pricing, which causes rejection at billing.
Entering nicknames or informal names instead of legal names, creating identity verification failures.
Omitting effective dates or leaving them ambiguous, which delays activation or causes incorrect billing periods.
Failing to capture explicit payment authorization language for recurring charges, increasing dispute risk.

Time-sensitive dates and submission expectations

Identify key deadlines that affect coverage, billing, and reporting to avoid service interruptions or compliance gaps.

Enrollment Deadline:

Submit selections by stated enrollment cut-off to ensure the requested effective date.

Billing Cycle Cutoff:

Changes received after billing cutoff may apply to the next cycle.

Renewal Notice:

Clients typically must confirm renewals within the notice period specified in the agreement.

Tax Reporting Trigger:

Certain plan-related payments may create reportable events subject to IRS deadlines.

Document Retention Start:

Retention periods begin on execution or the effective date, depending on the record type.

Key milestones from selection to archive

Track these sequential stages to coordinate intake, approvals, activation, and retention.

01

Intake and Validation

Collect form data and verify identity and payment details.

02

Internal Approval

Billing or operations confirm pricing and availability.

03

Activation

Service provisioning or coverage starts on the effective date.

04

Archive and Retain

Store executed form according to retention policy and legal requirements.

eSignature vendor pricing and capability snapshot

Compare core price and capability criteria relevant to high-volume Client Plan Selection Forms workflows; signNow is listed first per vendor comparison guidelines.

	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	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	Yes
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently asked questions and troubleshooting

Answers to common execution, legal, and technical questions when completing or sending Client Plan Selection Forms.

Need help? Contact support

Can this form be signed electronically?
Yes. Under the ESIGN Act (15 U.S.C. ch. 96) and state UETA laws, electronic signatures are valid when intent, consent, attribution, and record retention requirements are met; certain exceptions like wills and some court filings remain excluded.
What signature evidence is sufficient?
A timestamped e-signed PDF with an audit trail (signer email/IP/timestamp) typically suffices; use stronger authentication or digital signatures where industry rules require additional assurance.
Do consumer forms require a disclosure?
Yes. Consumer-facing electronic records often require an ESIGN consumer disclosure explaining the right to paper, how to access records electronically, and how to withdraw consent per 15 U.S.C. §7001(c).
When is notarization required?
Notarization depends on document purpose and state law; real estate conveyances and some powers of attorney commonly need notarization and possibly witnesses.
How should executed forms be stored?
Store signed PDFs with immutable audit trails, encrypted at rest, and retained according to applicable federal and state retention rules described above.
Who can sign for an organization?
An authorized officer or an individual with delegated signing authority must sign; confirm internal authority via corporate resolution or written delegation.

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