Custodian Info
Name, department, contact details to identify responsible party and requestor.
A well-formed Legal Application for Destruction reduces regulatory risk, demonstrates compliance with retention rules, and creates a documented approval trail for auditors and regulators. It clarifies scope, timing, and responsible parties while reducing disputes over premature disposal.
Typical preparers and approvers vary by organization and industry; below are common roles that complete or review the application.
Maintain a signed copy of the application and attachments in the organization’s records to evidence the authorization and timing of destruction.
When completing and routing this application electronically, confirm the platform supports required security, authentication, and audit features.
Platforms used for e-signing should comply with ESIGN and UETA and support secure storage and export of the signed record for audit and retention purposes.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature with timestamp and audit trail |
| Authentication | Email + SMS code or stronger KBA as required |
| Attachments | Permit PDFs, DOCX, and vendor certificates |
| Record Retention | Store signed copy with metadata for required period |
Name, department, contact details to identify responsible party and requestor.
Concise list of record types, volumes, and date ranges being proposed for destruction.
Statute, policy, or contractual clause supporting eligibility for disposal.
Affirmation that no litigation, audit, or hold prevents destruction.
Signatures, printed names, titles, and dates of approving authorities.
Method, date, vendor details, and witness information recorded after destruction.
Keep at least 3 years (IRC §6501(a))
Retain 6 years from creation or last effective date (45 CFR §164.530(j))
Retain 3 years after hire or 1 year after termination (8 CFR §274a.2)
Retain up to 6 years (17 CFR §240.17a-4)
Suspend destruction until hold formally released
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |