Eligibility Statement
A sworn declaration that both parties meet employer-defined criteria for domestic partnership, including mutual intent, shared residence, and absence of a marital relationship with another person.
Use this affidavit to document eligibility for employer benefits when spouses are not involved; it streamlines enrollment, creates a clear record for benefits administrators, and supports compliance with nondiscrimination and recordkeeping obligations under federal and state law.
Typical users and stakeholders who complete or accept this affidavit include human resources staff, benefits administrators, and employees seeking partner coverage.
A sworn declaration that both parties meet employer-defined criteria for domestic partnership, including mutual intent, shared residence, and absence of a marital relationship with another person.
Specifies the month and day when cohabitation began, used to determine eligibility windows and continuity for benefit coverage and to document duration of partnership for audit purposes.
Evidence of shared finances such as joint bank accounts, shared leases, or mutually held bills helps substantiate economic dependency necessary for certain employer-sponsored benefits programs.
Lists specific benefits elected for the partner (health, dental, vision, life, retirement), coverage effective dates, and any premium contributions or payroll deductions required under employer plans.
Signature block where the declaring employee and partner sign under penalty of perjury; includes date, printed names, and a notary or employer verification area if required.
Specifies whether a notary public or remote online notarization is required by employer policy or state law and details any witness or recording necessities for compliance.
| Workflow Field and Configuration Options | Field name and recommended setting for online affidavit workflow. |
|---|---|
| Authentication Method and Required Strength | Email link, SMS code, or KBA for higher assurance. |
| Conditional Fields and Visibility Rules | Show proof fields only if partner coverage selected. |
| Attachment Requirements and Accepted File Types | Allow PDF, JPG uploads; require at least one supporting document. |
| Notifications, Routing, and Approval Paths | Notify HR and benefits admins automatically upon submission. |
Platforms should support PDF/DOCX imports, fillable fields, strong authentication, and secure storage compatible with employer systems.
Submit within employer open enrollment or qualifying life event timeframe.
Complete within thirty days of hire when partner coverage elected.
Notify HR promptly after qualifying events to avoid coverage gaps.
Employers may request yearly proof to confirm ongoing eligibility.
Check state law and plan rules for notarization timing and retention.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |