Identification
Fields for full legal names, passport numbers, dates of birth, and place of birth, plus clear instructions to match government IDs to avoid name mismatches during filing.
A consistent form reduces missing information, speeds review by legal or immigration teams, and creates a single signed record for audits and retention. Standardization also clarifies who is responsible for each step and which supporting documents must accompany a visa petition.
Employers, HR teams, immigration counsel, and the employee’s partner commonly use the form to gather and verify required details before filing a petition.
Proper role assignment reduces rework: HR should collect administrative items, legal should review immigration questions, and the partner must confirm identity and consent fields.
| Field | Configuration |
|---|---|
| Required Fields | Make identity and relationship fields mandatory |
| Signer Order | HR -> Partner -> Immigration Counsel |
| Authentication | Use email + SMS code or stronger KBA as needed |
| Retention Rule | Auto-archive completed package to secure storage |
Ensure the platform can produce a tamper-evident signed PDF, retain the audit trail, and provide administrative controls for access and retention.
Fields for full legal names, passport numbers, dates of birth, and place of birth, plus clear instructions to match government IDs to avoid name mismatches during filing.
Specific sections to describe the relationship, marriage or partnership date, cohabitation history, and a checklist of supporting exhibits such as marriage certificates or affidavits.
Employer-provided job title, salary or compensation terms, start date, and statement of intent to sponsor that counsel can incorporate into a petition or cover letter.
Explicit signature blocks for background checks, release of records, and consent to electronic delivery in compliance with ESIGN disclosure requirements.
Ordered list of required exhibits and upload fields so reviewers can confirm all documents are present before legal review or filing.
Placeholders for signer identity method, timestamps, and version history so every revision and signature is recoverable during audits or compliance checks.
Allow 7–14 business days for HR and counsel review
Submit completed package as advised by counsel; fees vary by form
Typically scheduled within weeks of filing
Timing varies by post; expect multi-week scheduling
Ensure civil documents are recent per consulate requirements
All fields and uploads received from partner and HR
Manager and HR approve sponsorship and job terms
Immigration attorney confirms evidentiary sufficiency
Signed package submitted to USCIS or consulate
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HR administrators are typically responsible for initiating the form, verifying employment details, and routing the packet to legal and managers for approval. They often upload identity documents and set signer order in the digital workflow.
Immigration attorneys review completeness, confirm evidentiary sufficiency, and sign authorization sections as needed. Counsel may also certify that the package is ready for submission to USCIS or a consulate.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |