Identity
Full legal name, DBA if applicable, mailing and physical address, and contact phone/email so the entity can be uniquely identified and contacted.
A completed Subcontractor Verification Form reduces administrative delays, clarifies contractual responsibility, and documents required credentials and insurance. Proper verification helps manage payment, safety, and regulatory risk while creating a reproducible record that supports audits and dispute resolution under ESIGN (15 U.S.C. ch. 96) and UETA (1999).
Accurate completion by all parties ensures timely invoicing, correct 1099 reporting where applicable, and defensible recordkeeping in the event of claims or audits.
A company officer or an individual expressly authorized to bind the subcontractor signs the form. That signer must match corporate records or the person listed on an attached authorization letter; mismatched signatories can delay onboarding and payment.
A designated procurement or project manager accepts the verification data, confirming insurance and licenses meet contract thresholds. Their acceptance creates the official record for payment and compliance purposes.
| Field | Configuration |
|---|---|
| Required Fields | Full legal name; TIN/EIN; license; insurance |
| Authentication | Email link plus SMS code for signer ID |
| Attachments | Allow PDF uploads for COI and licenses |
| Retention Tagging | Apply project ID and retention policy |
Ensure the platform can produce an audit trail, retain records per policy, and support HIPAA/BAA or other required compliance for your industry.
Full legal name, DBA if applicable, mailing and physical address, and contact phone/email so the entity can be uniquely identified and contacted.
TIN/EIN field and W-9 attachment request to enable correct 1099 reporting and avoid backup withholding issues with the IRS.
State license numbers, issuing authority, and expiration dates to confirm eligibility for regulated trades and maintain contract compliance.
Fields for insurer, policy number, coverage limits, and policy dates plus instruction to attach a current Certificate of Insurance for verification.
Clear description of tasks, project or site identifiers, start and end dates, and referenced contract or PO numbers to tie verification to specific engagements.
Signature block for an authorized representative, printed name, title, and date; include a statement confirming accuracy under penalty of perjury where applicable.
Verify license and insurance before subcontractor begins on-site work.
Obtain W-9 at onboarding; no formal IRS due date but required before payment.
Ensure correct TINs and records for January 31 recipient deadlines.
Track policy expiration dates and obtain renewals before lapse.
Link verification to payment milestones to prevent invoicing delays.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A regional builder standardized the verification form to collect insurance and license data online
A healthcare services provider added HIPAA BAA fields to subcontractor verifications