Principal identity
Full legal name, address, and identifying details to tie authority to the correct person or plan sponsor; essential for PBGC file matching and compliance.
A correctly completed Power of Attorney PBGC Form 715 makes it clear who may receive privileged plan information and transact with PBGC on behalf of a plan or individual, reducing administrative delays and preventing unauthorized inquiries.
Common users include plan sponsors, plan administrators, participants, beneficiaries, and their professional representatives.
An attorney, consultant, third-party administrator, or named individual who accepts authority to act before PBGC. The representative should provide identification and, where requested, proof of the agency relationship or firm affiliation to avoid verification delays.
An employer or plan sponsor signs to delegate PBGC interactions. The sponsor's signer must have corporate authority (officer or delegated signatory), and the signature must match the legal entity name used on PBGC filings and plan documents.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | ID verification |
| Signer Order | Sequential or parallel |
| Field Locking | Lock after signing |
| Retention Setting | Store final PDF and audit trail |
Full legal name, address, and identifying details to tie authority to the correct person or plan sponsor; essential for PBGC file matching and compliance.
Name, firm, contact information and professional identifiers so PBGC can communicate directly and verify representation when needed.
Clear, enumerated powers (e.g., receive documents, submit claims) to avoid misinterpretation and limit unintended grant of rights.
Defines when the POA begins and ends; an expiration prevents perpetual authority and clarifies parties' obligations.
When required by state law or PBGC practice, notarization or witness blocks provide proof of execution and reduce acceptance issues.
Provide how copies should be delivered to PBGC, whether an original is required, and any internal routing expectations for retention or audit.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (tiered) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |
Ensure the eSignature platform supports required integrations, secure storage, and audit logs before e-submitting Form 715.