Identification
Employer legal name, DBA, EIN, and entity type to establish tax and legal identity for payroll and reporting.
This form is typically completed by payroll, HR operations, or authorized company representatives who manage employer records.
Make sure the person completing the form is authorized to provide employer tax and contact information and can attest to its accuracy.
Employer legal name, DBA, EIN, and entity type to establish tax and legal identity for payroll and reporting.
Primary HR and payroll contact names, direct phone numbers, and business email addresses for operational coordination.
Physical business address plus mailing address where different; required for tax notices and benefit plan jurisdiction.
Payroll vendor name, account ID, pay frequency, and checking details used for tax deposits and reconciliation.
Health plan administrator, group numbers, COBRA contact, and broker information for benefits eligibility processing.
Name and title of authorized signer, effective date, and version or revision date for audit trails.
| Field | Configuration |
|---|---|
| Employer Name | Required, read-only after approval |
| EIN | Masked input, validation check |
| Payroll Vendor | Dropdown mapped to integration |
| Authorized Signer | Signer role with authentication |
Choose platforms and authentication methods that meet your security and integration needs.
Ensure chosen platforms support audit trails, conditional fields, and the authentication strength required by your industry and state rules.
Provide employees by January 31 each year
Issue and file by January 31
Retain 3 years after hire or 1 year after termination
Complete enrollment within plan deadlines
Record revisions with effective dates promptly
| 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 |
Optica centralized employer records across vendors to reduce confusion during onboarding.
A healthcare employer standardized benefits and vendor contacts for multiple clinic locations.