Identity
Full name, date of birth, and identifying numbers or case IDs to ensure the record is correctly associated.
A correctly completed EA-120 helps agencies make timely, legally defensible decisions while protecting the elder or dependent's rights and privacy.
Ensure the respondent has authority to share information and include required consent or HIPAA authorizations when health data is involved.
Full name, date of birth, and identifying numbers or case IDs to ensure the record is correctly associated.
Name, relationship, contact data, and documentation proving authority to speak on the elder's behalf.
Concise chronological account of the observed or reported circumstances relevant to the request.
Supporting PDFs such as medical records, incident reports, guardianship letters, or other verifiable evidence.
Explicit HIPAA or agency-required consent language when health information is included.
Handwritten or electronic signature with the signer's printed name and the date of signing.
Government-issued photo ID or birth certificate copy to confirm identity.
Relevant clinical notes or hospital discharge summaries supporting health-related statements.
Power of attorney, guardianship order, or court appointment demonstrating authority to respond.
Police or facility incident reports that document events referenced in the summary.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code |
| Signature Type | Electronic signature with audit trail |
| Attachments | PDF, DOCX accepted; size limits apply |
| Routing | Auto-forward to agency inbox and caseworker |
Confirm the agency accepts e-submissions and whether they require specific signer authentication or a notary for certain filings.
Respond by the deadline shown on the request notice
Follow IRS timing if financial disclosure is involved
HIPAA allows up to 30 days for access requests
Expect clarifying requests within 7–14 days
May result in administrative hold or follow-up
Agency records receipt and assigns case number
Staff check attachments and completeness
Agency may contact third parties to verify facts
Determination or request for more information sent
| 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 trial, no credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year limit | Varies | Varies | Varies |
A daughter documents repeated missed medication events and attaches clinic notes
A long-term care administrator reports an incident and provides staffing logs