Can this agreement be signed electronically?

Yes. Under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws, electronic signatures are generally valid unless an exception applies; check for probate, certain family law, or other excluded categories.

When is notarization required?

Notarization is required when state law or the agreement's subject matter demands it, such as deed transfers, some POAs, or documents intended for recordation; verify state notary rules before sending.

What if the signer’s name differs from ID?

Name mismatches can delay notarization or trigger backup withholding for tax forms. Resolve discrepancies by adding a written attestation or corrected name documentation before execution.

How should I store the signed agreement?

Store the signed PDF and its audit trail in encrypted storage with retention schedules aligned to IRS, HIPAA, or other applicable standards; ensure searchable indexing for retrieval.

Is a witness required for validity?

Witness requirements vary by document type and state. Wills, certain POAs, and some deeds often require witnesses; consult the state's rules before finalizing execution.

How do I revoke or amend the agreement?

Revocation or amendment typically requires the parties' consent in writing. Follow the agreement’s modification clause and capture signatures and dates for any change to maintain enforceability.

Electronic Signature
Templates
Miscellaneous
Individual Level Agreement

Individual Level Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

INDIVIDUAL LEVEL AGREEMENT

This Individual Level Agreement (the "Agreement") is entered into by and between Client Name: and Individual Name: effective as of Effective Date: .

RECITALS

WHEREAS, the Client is engaged in the business of providing services and seeks to engage the Individual to perform services at the individual level under the terms and conditions set forth herein; and

WHEREAS, the Individual possesses the expertise, experience and qualifications necessary to perform the services described in this Agreement and is willing to provide such services to the Client on the terms set forth below; and

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows:

SCOPE OF WORK

Description of Services

PAYMENT TERMS

Compensation Amount Payment Schedule Invoice Frequency Late Payment Fee

A late fee of per month (or the maximum allowed by law, if lower) shall accrue on any unpaid balance outstanding more than days after the invoice due date.

Reimbursable Expenses

All amounts payable under this Agreement are exclusive of taxes. The Individual shall be responsible for all taxes arising from compensation paid under this Agreement, and the Client may withhold amounts as required by applicable law.

TERM AND TERMINATION

Term Commencement Date: Term Expiration Date:

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Either party may terminate immediately for material breach that remains uncured after 15 days' written notice, or immediately for cause in the event of willful misconduct, fraud, or gross negligence.

CONFIDENTIALITY

For purposes of this Agreement, "Confidential Information" means any non-public information disclosed by one party to the other, whether oral, written or electronic, that is identified as confidential or that reasonably should be understood to be confidential. The receiving party shall (i) hold Confidential Information in strict confidence, (ii) use Confidential Information solely to perform its obligations under this Agreement, and (iii) not disclose Confidential Information to any third party except as expressly permitted in this Agreement.

The obligations in this confidentiality clause shall survive termination of this Agreement for a period of years, except that trade secrets shall remain protected for as long as they qualify as trade secrets under applicable law. Confidential Information does not include information that (a) is or becomes generally available to the public other than as a result of breach, (b) was already in the lawful possession of the receiving party, (c) is rightfully received from a third party without restriction, or (d) is independently developed without use of the disclosing party's Confidential Information.

LIABILITY AND INDEMNIFICATION

Each party shall indemnify and hold harmless the other party from and against any third-party claims arising from the indemnifying party's gross negligence, willful misconduct, or material breach of this Agreement. Except for liability arising from willful misconduct or gross negligence, neither party's aggregate liability under this Agreement shall exceed the total fees paid or payable to the Individual under this Agreement in the 12 months preceding the event giving rise to the claim.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of laws principles. Exclusive venue for any dispute arising under this Agreement shall lie in the state or federal courts located within that State.

ENTIRE AGREEMENT

This Agreement, together with any exhibits or attachments expressly incorporated by reference, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, proposals, negotiations and communications, whether written or oral. Any amendment to this Agreement must be in writing and signed by authorized representatives of both parties.

NOTICES

Client Notice Address Individual Notice Address

Notices shall be in writing and delivered by certified mail, hand delivery, or nationally recognized courier to the addresses above, and shall be deemed received upon delivery or refusal of delivery.

REPRESENTATIONS AND AUTHORITY

Each party represents and warrants that it has the full right, power and authority to enter into and perform its obligations under this Agreement, and that execution of this Agreement by the signing representative has been duly authorized.

For Client

Party Label:

By:

Date:

For Individual

Party Label:

By:

Date:

What the Individual Level Agreement Is and when it applies

An Individual Level Agreement is a legally binding written record that sets out rights, responsibilities, and specific terms between a single individual and another party or organization. Typical uses include service engagements, data-sharing acknowledgements, individualized program terms, and role-specific consent documents. The agreement documents the party’s personal obligations, effective dates, payment or consideration, and dispute-resolution provisions. Properly completed, signed, and retained, it creates an enforceable obligation under federal e-signature law where permitted and under applicable state statute for intrastate matters.

Why a clear Individual Level Agreement matters

A precise agreement reduces ambiguity about obligations, protects both parties, and creates an auditable record for compliance or dispute resolution.

Who commonly completes an Individual Level Agreement

Use the agreement template as a baseline, adapting required fields to match industry rules and the governing state law.

Human resources managers preparing individualized employment or contractor terms.
Healthcare intake staff collecting patient-specific consents under HIPAA.
Property managers documenting tenant-specific lease addenda.

Who can sign and represent parties

Individual Signer

A natural person who is party to the agreement and has legal capacity. If signing for themselves, they must use their full legal name and provide identifying information; mismatches with government ID may cause processing delays or invalidate notarization.

Authorized Representative

A corporate officer, guardian, power-of-attorney holder, or other authorized agent who signs on behalf of an individual or organization. Include authority documentation or POA reference in the agreement to establish signing authority during audits or disputes.

Step-by-step: completing and executing the agreement

Follow these ordered steps to prepare, verify, and finalize the Individual Level Agreement for signature and storage.

01

Prepare document: Populate required fields and attach exhibits where applicable.
02

Verify identity: Confirm signer identity via ID, KBA, or two-factor methods.
03

Select signature method: Choose electronic signature, in-person signature, or notarization as required.
04

Record and store: Capture completed copy and audit trail, then retain per retention rules.

How to configure an online signing workflow

Set up roles, authentication, and routing before sending the document to ensure a smooth digital signing process.

Field	Configuration
Signer Authentication	Email link, SMS code, or KBA depending on risk level
Signing Order	Sequential or parallel routing configured per party
Required Fields	Enforce initials, dates, and mandatory checkboxes
Audit Trail	Enable IP, timestamp, and action logging

Technical options for eSigning and integrations

Confirm the vendor supports HIPAA BAA if handling protected health information, offers audit trail exports, and provides API or SSO if required by enterprise workflows.

Integrations: Salesforce, NetSuite, Google Workspace
File formats: PDF, DOCX, HTML supported
Security: TLS in transit, AES-256 at rest

Where to send and how signatures are collected

Route documents logically to reduce signer friction and ensure legal consent is captured before signature.

Upload document: Place editable fields and signature tags.
Add signers: Enter email addresses or generate secure links.
Signer authentication: Use SMS code or KBA where stronger ID needed.
Completion and distribution: Signed copies and audit trail are emailed and stored.

Sample eSignature vendor comparison for this agreement

Compare common vendor attributes relevant to electronic execution and compliance; signNow is listed first for parity and clarity.

	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	Yes, 7-day trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Security and compliance controls to consider

Encryption: TLS 1.2/1.3 in transit, AES-256 at rest

Certifications: SOC 2 Type II, ISO 27001

Privacy Laws: GDPR and CCPA compliance available

Health Data: HIPAA compliant with BAA

Audit Trail: Detailed signer logs and timestamps

FDA / 21 CFR: 21 CFR Part 11 support available

Primary penalties and legal risks to avoid

Tax Filing Penalties: $60–$330 per incorrect 1099 form

Intentional Disregard: $660+ per form, no cap

I-9 Violations: $281–$2,789 per violation

HIPAA Violations: Civil penalties and corrective action

Notarization Errors: May invalidate executed instrument

Signature Mismatch: Can trigger audit or withholding

Common mistakes when preparing an Individual Level Agreement

Using abbreviated or inconsistent legal names creates matching failures with IDs, bank accounts, or tax records and can delay acceptance.
Leaving essential fields blank—effective date, consideration, or scope—creates ambiguity that increases litigation risk and enforcement difficulty.
Failing to select the correct governing law or forum clause may result in unexpected procedural requirements or unfavorable venue.
Skipping authentication or weak signer verification for high-risk documents can undermine admissibility and allow repudiation challenges.

Real-world examples of individualized agreements in use

These short case summaries show how organizations apply individualized agreements to operational needs.

Optica Ventures — COO

Optica Ventures used an online individualized agreement to formalize investor and collaborator terms quickly.

Rapid signature collection reduced turnaround time for funding documents.
Brian Fitzgibbons: "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Martin Properties — Founder

A property manager deployed individualized tenant addenda for lease exceptions and disclosures.

Mobile signing enabled on-site execution during move-ins.
Tim Martin: "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Key processing stages from preparation to retention

Follow these numbered milestones to ensure the agreement is executed, validated, and retained correctly.

01

1. Drafting

Complete required fields and attach exhibits before sending.

02

2. Verification

Confirm signer identity and authorization.

03

3. Execution

Collect signatures and notarization if required.

04

4. Archival

Store signed copy and audit trail per retention policy.

Practical tips for accurate and efficient completion

Adopt these practices to reduce processing errors and strengthen enforceability.

Standardize templates

Maintain a single approved template with version control, so each Individual Level Agreement uses consistent clauses and field names to reduce drafting errors and ease review.

Verify identity robustly

Use two-factor or knowledge-based authentication for high-risk transactions and require government ID matching for notarization to prevent repudiation or fraud.

Document consent

Include an explicit electronic-consent disclosure where consumer-facing rights exist to comply with ESIGN Act consumer-consent requirements and preserve enforceability.

Maintain audit trails

Retain detailed logs (IP, timestamp, actions) and signed PDFs that reproduce the record to meet ESIGN, UETA, and internal audit needs.

Frequently asked questions about Individual Level Agreements

Answers to common questions about signing, validity, and document handling.

Need help? Contact support

Can this agreement be signed electronically?
Yes. Under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws, electronic signatures are generally valid unless an exception applies; check for probate, certain family law, or other excluded categories.
When is notarization required?
Notarization is required when state law or the agreement's subject matter demands it, such as deed transfers, some POAs, or documents intended for recordation; verify state notary rules before sending.
What if the signer’s name differs from ID?
Name mismatches can delay notarization or trigger backup withholding for tax forms. Resolve discrepancies by adding a written attestation or corrected name documentation before execution.
How should I store the signed agreement?
Store the signed PDF and its audit trail in encrypted storage with retention schedules aligned to IRS, HIPAA, or other applicable standards; ensure searchable indexing for retrieval.
Is a witness required for validity?
Witness requirements vary by document type and state. Wills, certain POAs, and some deeds often require witnesses; consult the state's rules before finalizing execution.
How do I revoke or amend the agreement?
Revocation or amendment typically requires the parties' consent in writing. Follow the agreement’s modification clause and capture signatures and dates for any change to maintain enforceability.

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