Party Identification
Full legal names, aliases, dates of birth, social security numbers when required, and contact information for all parties and primary counsel.
A consistent Surrogacy Agreement Questionnaire reduces omissions, clarifies expectations, and creates a documented factual record for attorneys and clinics. It helps surface medical, insurance, and legal obstacles early, which can reduce disputes and support enforceability across jurisdictions.
Legal counsel, fertility clinics, and intended parents commonly use the questionnaire to collect standardized information before drafting a contract.
The completed questionnaire becomes part of the agreement file and is shared with medical providers and courts as needed for parental order proceedings.
Intended parents should provide full legal names, dates of birth, contact details, marital status, immigration or citizenship information if relevant, and the identity of retained counsel. Accurate entries support parental order petitions and any tax or immigration processes that follow the birth.
The gestational carrier should supply medical history, prior obstetric history, insurance information, emergency contact details, and details about her primary care and obstetrical providers to ensure medical clearance and coordinate care.
Full legal names, aliases, dates of birth, social security numbers when required, and contact information for all parties and primary counsel.
Detailed obstetric and reproductive history, current medications, chronic conditions, infectious disease screening, and clinic/provider names and contacts.
Breakdown of compensation schedule, reimbursements, caps, payment triggers, and who handles escrow or trust accounts.
Health insurance coverages, carrier names, policy numbers, primary insured, and indemnity or subrogation provisions affecting claims.
Designated medical decision maker, emergency contact protocol, and procedures for prenatal interventions or complications.
Confirmations of independent counsel, state governing law choice, consent to electronic records, and notarization or witness preferences.
| Field | Configuration |
|---|---|
| Authentication Method | Email link plus SMS code for signer verification |
| Required Fields | Make names, DOBs, insurance, and signatures mandatory |
| Conditional Sections | Show insurance/clinic fields if carrier indicates coverage |
| Storage Location | Encrypted cloud storage with audit trail enabled |
Ensure the platform supports required authentication, file formats, integrations, and secure storage before routine use.
Complete pre-contract medical clearances before embryo transfer or treatment begins.
Allow several weeks for independent counsel review and negotiation of contract terms.
Coordinate transfers per clinic schedule once agreements and insurance are cleared.
Notify counsel and intended parents immediately upon delivery for post-birth steps.
File parental order or adoption petition as required by state law promptly after delivery.
Finalize and sign contracts before any treatment begins.
Obtain required screenings and provider approvals.
Document transfer success and prenatal plans.
Pursue parental order or birth certificate changes.
| 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 CC) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium tier) | 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 | Varies | Varies | Varies |
A fertility clinic used the questionnaire to centralize medical histories and clinic contacts
A family law firm collected standardized questionnaire responses before drafting the contract