Issuer Identity
Registered legal name, DBA (if any), and entity type. Include the exact spelling used on formation documents to avoid legal mismatch when executing contracts or filings.
A complete profile reduces legal and operational friction: it provides clear authority for signatories, supports accurate tax reporting, and enables consistent document generation. Maintaining a single, validated issuer profile helps reduce processing delays and prevents mismatches between issuer identity and signed records.
Accurate completion ensures downstream processes—payments, filings, and e-signing—are aligned with the entity's legal identity and reduces risk of withholding or rejection.
Registered legal name, DBA (if any), and entity type. Include the exact spelling used on formation documents to avoid legal mismatch when executing contracts or filings.
Federal Tax ID (EIN) or SSN for sole proprietors, backup withholding status, and W-9 request confirmation. Accurate TINs prevent backup withholding and filing errors during 1099 or other information return processes.
Names, titles, and scope of signing authority for each signer, with specimen signatures when required. Identify who may execute contracts, attestations, or financial instruments on the issuer's behalf.
Primary business address, billing address, email and phone for notices and tax forms. Use physical addresses for legal service and remittance to avoid delays or returned mail.
Attach formation documents, articles of incorporation, EIN letter (IRS CP 575), and any corporate resolution authorizing signers. These attachments streamline verification and reduce the need for follow-up.
Disclosure of how submitted data will be used, who can access profiles, and consent for electronic records where required by ESIGN and state law.
| Field | Configuration |
|---|---|
| Required Fields | Set Legal Name, EIN, Address as required. |
| Signer Order | Define sequential or parallel signing as needed. |
| Authentication | Use email + SMS or KBA for higher assurance. |
| Attachments | Require PDF proof uploads before submission. |
Ensure chosen tools meet compliance requirements relevant to your industry and preserve a complete audit trail for each signed profile.
3–5 business days for manual verification.
1–10 business days depending on KYC requirements.
Profile becomes active on the Effective Date entered.
Allow 48–72 hours for changes to propagate.
Retention starts from effective or filing date as applicable.
| 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 trial | No trial | Limited trial | Limited trial |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |