Identity
Full legal names, birthdates, and government-issued ID numbers for each adult household member to confirm identity during background checks and credential verification.
A clear, complete designation establishes a record of intent, streamlines matching and background checks, and helps agencies allocate limited placement resources efficiently while preserving legal and administrative continuity.
Users range from individual applicants to organizational intake staff; each completes distinct sections and provides different supporting documents.
Full legal names, birthdates, and government-issued ID numbers for each adult household member to confirm identity during background checks and credential verification.
Residential address, household composition, and housing description so agencies can assess suitability and compliance with placement guidelines that may affect case matching.
Placement preferences such as child age range, special needs acceptance, and openness to sibling placements to guide matching and caseworker decisions.
Signed statements confirming truthfulness, willingness to undergo checks, and understanding of agency procedures; these support legal and ethical compliance.
Required attachments such as IDs, proof of residence, background check releases, medical clearances, and home study summaries to complete intake.
Instructions for delivery, contact points, deadlines, and any notarization or witness requirements to ensure valid receipt and processing.
| Field | Configuration |
|---|---|
| Name Field | Required | single-line | validate against ID |
| Date Field | Required | MM/DD/YYYY | auto-fill option |
| Attachment Field | Required | PDF or image | accept multiple files |
| Signature Field | Required | e-signature allowed | date stamp |
Use secure portals, encrypted email attachments, or compliant eSignature platforms to transmit sensitive adoption materials.
Agency acknowledges receipt within 3–10 business days
May take 7–30 days depending on checks required
Typically arranged within 2–6 weeks of intake
If required, follow local court calendar and deadlines
Expect status updates at major milestones
| 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 | Verify vendor | Verify vendor | Verify vendor | Verify vendor |
| Bulk Send | Yes | 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/year | Verify vendor | Verify vendor | Verify vendor |
A prospective adoptive parent with legal capacity may sign to declare intent and consent to background checks; if represented, the signatory should be the named applicant or have explicit written authority to sign on behalf of the applicant.
An authorized adoption agency representative or caseworker may complete or countersign the intake form to confirm receipt and administrative processing; agencies typically maintain a list of authorized signatories.
Ensure signature blocks are blank if notary must witness signatures.
Bring government-issued photo ID for notary identity proofing.
Sign only in the notary’s presence when required.
Have required number of witnesses sign and print names.
Notary completes acknowledgment or jurat and signs.
For remote notarization, follow state KBA and A/V recording rules.
Include notary certificate with submitted documents.
Keep signed and notarized copies for your records.
Save the signed document as a PDF/A when possible to preserve layout, signatures, and embedded audit metadata for long-term retention.
Attach government IDs, proof of residence, medical clearances, background consent forms, and the home study summary as required by the receiving agency.
Provide a complete signed PDF to the agency and maintain a separate archival copy with audit trail and timestamps.
Keep the platform’s certificate of completion showing signer, timestamps, IP address, and any authentication steps performed.
Staff needed a reliable signing flow for patient-facing forms to meet compliance.
An operations team needed simple intake for multiple user types.