Parties
Full legal names and entity identifiers for principal and authorized filer, including business registration numbers or client/matter ID for unambiguous attribution and record linkage.
A concise authorization reduces filing errors, creates an auditable record of consent, and clarifies responsibilities between filer and principal. It helps meet legal requirements for intent, attribution, and retention under ESIGN and UETA while supporting efficient electronic case processing.
The form is used by a range of professionals who routinely submit legal records electronically on others' behalf.
Use the right signer authority and identity verification method to ensure acceptance by target agencies or courts.
Full legal names and entity identifiers for principal and authorized filer, including business registration numbers or client/matter ID for unambiguous attribution and record linkage.
Precise description of permitted filings (e.g., court pleadings, tax returns, licensing applications), any limitations, and whether authority includes signing, amending, or withdrawing filings.
Enumerate specific documents, form types, or docket numbers covered by the authorization and whether attachments or amendments fall within the scope.
State the effective date and, where applicable, an expiration date or event-based termination (e.g., case closure or written revocation) to limit ongoing authority.
Describe the authentication method required from the signer (email link, SMS code, KBA, RON) and include any ESIGN consumer disclosure if the transaction is consumer-facing.
Specify how the principal may revoke authorization, notice procedures, and allocation of liability for misfilings or unauthorized submissions.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or knowledge-based authentication |
| Field Validation | Require MM/DD/YYYY, EIN format, and numeric case IDs |
| Conditional Logic | Show scope fields when 'Limited Authority' is selected |
| Integration | Connect to e-filing portals or case management via API |
Confirm the recipient's file format, authentication, and metadata requirements before submission.
Provide upon payer request; no IRS filing deadline
Recipient and IRS due Jan 31 each year
April 15 is standard due date; extension to Oct 15 with Form 4868
Due April 15 with automatic extension to Oct 15
Retain 3 years after hire or 1 year after termination
| 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |