Principal Identity
Legal entity name, formation jurisdiction, and identifying numbers (EIN or state registry ID) to clearly tie authority to a specific organization.
A clear Certificate of Authority reduces transaction friction, prevents disputes about who may sign, and supports compliance with statutory and contractual requirements. It creates an auditable record for banks, filing agents, and regulators assessing whether actions taken by an agent were authorized.
Organizations and professionals use Certificates of Authority to confirm signing power before closing transactions, filing corporate records, or executing contracts.
Keep the certificate with corporate records and provide certified copies to counterparties or filing agents as needed to avoid processing delays.
The corporate secretary or other authorized officer typically certifies the document, confirming board resolutions and corporate records that delegate authority. Their certification links the named agent to official corporate minutes and the entity's formation documents, which helps banks and registrars verify authenticity.
General counsel or outside counsel often prepares or reviews the Certificate of Authority to ensure language matches governing documents and state law; counsel will confirm whether the certificate requires notarization, witness signatures, or attachment of a board resolution.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or Knowledge-Based Authentication |
| Notary Step | Enable in-person or RON session if required |
| Audit Trail | Capture IP, timestamp, and signer events |
| Document Retention | Set automated retention and export policies |
Prepare platform settings and integrations to meet identity proofing, audit, and retention requirements before sending for signature.
Ensure your platform captures an audit trail and stores signed records in compliance with retention policies and any applicable regulatory requirements.
Allow 3–10 business days for board or registrar review.
In-person or RON sessions may add 1–5 days.
Banks may require 1–3 business days to vet documents.
State filings vary; allow 1–6 weeks typical.
Certified copies can take 3–10 business days.
Draft certificate and obtain internal approvals.
Schedule notarization or set eID verification.
Execute signatures and attach required resolutions.
Send to bank, registrar, or counterparty for acceptance.
Legal entity name, formation jurisdiction, and identifying numbers (EIN or state registry ID) to clearly tie authority to a specific organization.
Full legal name, title, contact information, and relationship to the principal to prevent ambiguity about who is empowered.
Precise list of powers granted, including any monetary limits, transaction types, or geographic restrictions.
Start and end dates or a statement of duration and conditions for revocation to limit ongoing authority.
Officer declaration confirming corporate approval, often referencing board resolution or bylaws that authorize the delegation.
Signatures, date, and notarization or witnessed attestation to improve evidentiary weight with third parties.
Attach the resolution authorizing the delegation, including meeting date and corporate seal if applicable.
Include articles of incorporation, operating agreement, or certificate of formation showing the entity’s authorized signers.
Attach government ID of the agent for identity verification when requested by banks or notaries.
If notarized, include the notary block or RON certificate and any audio-video retention details if applicable.
A company needs a new signatory added to its account records to authorize wire transfers.
An agent executes a deed on behalf of an LLC purchasing property.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |