Identity Fields
Distinct fields for legal name, DOB or employee ID, and taxpayer identification to permit reliable identity matching and verification.
Completing a clear User Information Statement reduces processing delays, supports lawful disclosures, and documents consent or authorization. Accurate entries help avoid backup withholding, account holds, or failed identity checks under federal and state requirements.
The User Information Statement is used across departments and industries where accurate contact and identity data are required before service, payment, or record creation.
Organizations that require documented consent, tax reporting, or formal contact authorization will routinely collect a User Information Statement as part of onboarding and transaction workflows.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or KBA |
| Required Fields | Make name, date, and contact mandatory |
| Auto-Validation | Use format checks for date and ZIP |
| Routing | Send completed file to records system |
Confirm platform capabilities and integrations before enabling eSubmission to ensure compatibility and secure routing.
Ensure chosen platform supports audit trails, encryption in transit and at rest, and the authentication level required by your policy or regulation.
Distinct fields for legal name, DOB or employee ID, and taxpayer identification to permit reliable identity matching and verification.
Separate mailing, physical, and email addresses plus phone number to ensure correct delivery of notices and billing statements.
Concise wording about the purpose of data collection and a separate consent or acknowledgement clause for electronic delivery.
Area for ID type and verification notes, including reference to supporting documents or verification method used.
Clear signature block indicating signer capacity, date, and method of signature (electronic, scanned, notarized if required).
Short statement of how long records will be retained and where they will be stored to meet audit requirements.
1–3 business days for identity and TIN checks
Provide correct TIN to payer upon request to avoid withholding
Immediate delivery of completed PDF and audit trail
Retention period begins on effective date or signing
Correct errors promptly; delays may trigger re-filing
| 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 | Unknown | Unknown | Unknown | Unknown |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |