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Personal Information Declaration

Use a Personal Information Declaration 2013 template to make your document workflow more streamlined.

What the Personal Information Declaration does

A Personal Information Declaration records an individual’s identifying details, statements, and acknowledgment for a defined U.S. business or administrative purpose. The person completing it reviews the requested information, confirms accuracy, and signs the record. In signNow, the sender uploads the declaration, signNow detects fillable fields, and the sender assigns each field to the appropriate signer. The completed document and audit trail preserve the submitted information, signing events, and document history. The form itself does not create a universal filing deadline; the responsible organization must apply the rule governing its specific use.

Who completes this declaration

Administrative teams

Uses the declaration to collect authorized personal details, acknowledgments, and signatures before onboarding or service delivery.

Operations teams

Uses the declaration to document personal information supplied for a defined client, employee, patient, or vendor process.

Complete the declaration in signNow

Use this workflow to prepare, route, sign, and retain a Personal Information Declaration with a clear record of each action.

  • Upload form:

    Upload the Personal Information Declaration PDF to signNow.
  • Review fields:

    Let signNow detect fillable fields and review each identified field.
  • Add signers:

    Assign signer names, email addresses, and required signature fields.
  • Send form:

    Send the declaration for electronic signature and monitor completion.
  • Store records:

    Download the completed declaration and audit trail for secure records.

Features that support this declaration workflow

signNow connects document preparation, signer routing, audit evidence, and record storage around the specific Personal Information Declaration workflow.

Field detection

Upload the declaration and use detected fields to prepare names, dates, acknowledgments, and signatures without rebuilding the document manually.

Signer routing

Route the declaration to each signer by email, preserving signing order and reducing exchanges over missing personal information.

Audit trail

Capture timestamps, signer actions, and document history in an audit trail that supports attribution and internal review.

Mobile access

Use signNow on desktop or mobile devices when authorized personnel need to complete the declaration away from the office.

Secure records

Store the signed declaration with its completion evidence so authorized teams can retrieve one coherent record later.

Access controls

Apply authentication and access controls proportionate to the sensitivity of the personal information collected through the declaration.

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Privacy pitfalls to address before sending

  • Personal information can remain visible to recipients who do not need every field, increasing unnecessary disclosure during circulation or download.
  • A declaration may be signed before the individual receives a clear explanation of electronic-record consent and paper-record rights.
  • Incorrect field assignments can allow one signer to enter or view information intended for another signer.
  • Unrestricted downloads and shared folders can expose the completed declaration after signNow records the signing event.

Recommended setup for the declaration

Use a controlled signing workflow that verifies recipients, records each action, protects personal information, and limits access to authorized personnel.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trail and encryptionAudit trail with TLS and AES-256
Document retentionRetain under purpose-specific policy
User provisioningRole-based access for authorized staff

Find and fill out the correct personal information declaration

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
AU CBS Personal Information Declaration (PID) 20174.8 Satisfied (2268 Votes)
AU CBS Personal Information Declaration (PID) 20134.8 Satisfied (1057 Votes)

Security controls for personal information

Transport encryption:

TLS 1.2/1.3 protects data in transit

Stored encryption:

AES-256 protects stored declaration data

Control certification:

SOC 2 Type II certification supports controls

Security certification:

ISO 27001 certification supports information security

Signer authentication:

Two-factor authentication strengthens signer access

Healthcare protection:

HIPAA workflows require a BAA

Platform requirements for completing the declaration

Complete the Personal Information Declaration through Chrome, Firefox, Safari, or Edge on Windows 10, macOS, iOS, or Android. signNow mobile apps support access from iOS and Android devices, while TLS-protected connections secure data in transit.

  • Browser support Chrome, Firefox, Safari, and Edge supported
  • Operating systems Windows 10, macOS, iOS, and Android supported
  • Device access Desktop browsers and signNow mobile apps

Organizations should keep supported browsers updated and control access through managed Windows, macOS, iOS, or Android devices. Teams handling sensitive personal information can pair signNow access controls with authentication policies, audit trails, and appropriate retention procedures for their records.

Connect the declaration to business systems

Named signNow integrations can move completed Personal Information Declarations into the systems responsible for customer records, operations, storage, and follow-up.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Processing stages for the declaration

The Personal Information Declaration moves through four operational stages, from field preparation to preservation of the completed record.

01

Document preparation

Upload and review detected fields before assigning recipients.
02

Delivery to signers

Send the declaration by email after verifying signer assignments.
03

Signer turnaround

The signer reviews assigned personal information and completes required fields.
04

Completion and archival

Download the signed declaration and audit trail for archival.

Troubleshooting the declaration workflow

These answers address field preparation, signer access, electronic-signature rules, plan selection, and preservation of the completed Personal Information Declaration.

Upload the original PDF again and verify that required fields are visible before sending. signNow’s field detection depends on the document layout; manually add or adjust fields when the declaration uses unusual spacing, scanned pages, or handwritten prompts.

Check the signer’s email address, assigned fields, and routing order. A recipient cannot complete fields assigned to another person. Open the signNow document preparation view, correct assignments, and resend only after confirming which individual must provide each personal detail.

Business includes templates, audit trails, and legally binding eSignatures at $8/user/month when billed annually. If the workflow requires bulk send, Business Premium is listed at $15/user/month annually; confirm that the selected plan meets the declaration’s volume and routing needs.

For a consumer-facing declaration, provide the electronic-record disclosure required by ESIGN, 15 U.S.C. §7001(c), including paper-record rights, electronic-access capability, and withdrawal procedures. signNow can provide the signing workflow, but the organization remains responsible for legally sufficient disclosure language.

ESIGN, 15 U.S.C. ch. 96, generally gives qualifying electronic signatures the same legal effect as handwritten signatures in interstate commerce. UETA governs most intrastate transactions, while New York uses ESRA. Confirm that the declaration is not within an excluded document category.

Export the completed PDF and signNow audit trail together after all assigned fields are complete. The audit evidence supports attribution and document history, but retention must follow the declaration’s purpose, organizational policy, applicable state law, and any specific agency requirement.

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