Identification
Employee name, job title, department, and employer contact for asset tracking.
A clear written form reduces misunderstandings about ownership, tax treatment, security, and reimbursement. It helps HR and finance apply consistent policies, supports audits, and documents consent for monitoring or reimbursement where legally required.
Signatures from the employee and an authorized company representative finalize responsibilities, tax acknowledgment, and return obligations.
Employee name, job title, department, and employer contact for asset tracking.
Make, model, serial number, IMEI, assigned phone number, and carrier information.
Reimbursement amount or stipend, payment frequency, and payroll tax treatment.
Permitted personal use, prohibited activities, and consequences for misuse.
Required device encryption, passcode policy, remote-wipe consent, and MDM enrollment.
Conditions for return, damage responsibility, and replacement or repayment terms.
| Field | Configuration |
|---|---|
| Signature Fields | Employee and employer authorized signer; required |
| Conditional Logic | Show carrier fields only if device is employer-owned |
| Notifications | Email alerts to HR, IT, and payroll on completion |
| Retention Rule | Auto-archive PDF in HR folder after signing |
Ensure platform choices meet any industry compliance requirements such as HIPAA or 21 CFR Part 11 before e-submission.
Supply W-9 info upon payer request
Include stipend in period pay runs as required
1099-NEC to recipient/IRS by Jan 31 if required
Keep records at least 3 years for IRS
Schedule notarization before final signature deadlines
Manager or employee asks for device or stipend
HR and IT approve payment and security configuration
Device assigned, form signed, and inventory updated
Device returned or stipend ends; final reconciliation performed
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |