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Name And Address Form

Use a Print Name And Address template to make your document workflow more streamlined.

What the Name And Address Form does

The Name And Address Form records a person’s identifying name and address details for a business or administrative transaction. Its value depends on entering the information accurately, identifying the signer, and preserving the completed record. With signNow, a sender uploads the form, places fields where information belongs, sends it for completion, and receives a signed copy with an audit trail. Electronic signing generally operates under the federal ESIGN Act and applicable state law, including UETA or New York’s ESRA, unless another law requires formal execution.

How the Name And Address Form works

Complete the form digitally, route it to the signer, and preserve the signed record with an auditable signNow workflow.

  • Upload form: Upload the Name And Address Form and review detected fields.
  • Check details: Confirm names, addresses, and required signature fields.
  • Send securely: Send the form to the intended signer by email.
  • Archive record: Store the completed form with its audit trail.

Complete the Name And Address Form

Use signNow to prepare the form, capture the required details, obtain a signature, and retain the finished document.

  • Upload form:

    Upload the blank Name And Address Form.
  • Add fields:

    Place fields beside each required name and address.
  • Add signer:

    Enter the signer’s email address.
  • Complete form:

    Review, sign, and download the completed form.

Features for Name And Address Form

signNow combines field preparation, signer routing, audit trails, templates, mobile access, and connected storage for Name And Address Form workflows.

Field placement

Upload the Name And Address Form and place fields over the exact locations requiring names, addresses, dates, or signatures.

Reusable templates

Reusable templates preserve the same address fields and routing sequence for repeated form requests.

Signer delivery

Email delivery gives each signer a direct path to the assigned Name And Address Form.

Audit trail

Audit trails record signing activity, timestamps, and document history for later review.

Mobile access

Mobile apps support reviewing and completing the form away from a desk.

Record storage

Completed records can be retained and connected to business storage workflows.

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Connect Name And Address Form workflows

Send completed Name And Address Form records into Salesforce, Microsoft 365, Google Drive, NetSuite, or secure cloud storage workflows.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Protect Name And Address Form records

Data in transit:

TLS 1.2/1.3 encryption

Stored data:

AES-256 encryption at rest

Security assurance:

SOC 2 Type II certified

Information security:

ISO 27001 certified

U.S. eSignatures:

ESIGN and UETA compliant

Health information:

HIPAA compliance with BAA

Legal standing of the form

A completed Name And Address Form can support a U.S. business transaction when the signer demonstrates intent, consents to electronic records, can be attributed to the signature, and the record remains reproducible. ESIGN and applicable state law generally recognize electronic signatures, but wills, certain court filings, and family-law decrees remain excluded.

Why teams look for DocuSign alternatives

Documents requiring additional formalities

Real-estate deeds

A deed may be rejected without required acknowledgment.

Wills

A will may fail statutory execution requirements.

Family-law documents

A family-law decree may require court filing.

Notarization rules

A notarization defect can delay acceptance.

Retention periods for related records

Retention depends on why the Name And Address Form was collected; apply the rule governing the underlying transaction, not the form name alone.

01

Three years after completion

Retain the completed Name And Address Form according to the transaction’s documented business policy and applicable state law.
02

Six years for understatement

Tax-related records may require three years from filing under IRC §6501(a), with six years for a 25% or greater understatement.
03

Six years for HIPAA records

HIPAA-covered records require six years from creation or the last effective date under 45 CFR §164.530(j).
04

I-9 period excluded

Employment records follow their governing rule; do not apply this period unless the form is an I-9.
05

Six years for broker records

Broker-dealer records follow 17 CFR §240.17a-4; use this class only when the form supports that regulated record.

What the Name And Address Form audit trail records

The audit trail documents identity, timing, actions, and completion evidence separately from the form’s name and address entries.

01

Authenticate signer:

Record the signer’s authentication event before form completion.
02

Capture timestamp:

Capture the exact time for each signing action.
03

Track document history:

Preserve document integrity through recorded document history.
04

Seal record:

Create a tamper-evident completed Name And Address Form.
05

Log activity:

Record IP and action details in the audit trail.
06

Export evidence:

Export the audit trail with the completed form.

Name And Address Form troubleshooting

Resolve field, signer, legal-validity, plan, and record-retention questions before sending the Name And Address Form.

Upload the original Name And Address Form as a PDF or supported document, then use signNow’s field tools to place text, date, and signature fields. If the form is an image-only scan, manually position fields because automatic detection may not identify blank lines reliably.

Business includes legally binding eSignatures, templates, and audit trails at $8 per user per month when billed annually. Business Premium is $15 per user per month and adds bulk send, while Enterprise is $30 per user per month with advanced capabilities.

A signer can usually open the email invitation and complete the Name And Address Form without creating a signNow account. If stronger attribution is needed, configure SMS authentication or another available signer-authentication control before sending.

Electronic execution can satisfy ESIGN and UETA requirements when intent, consent, attribution, and record retention are established. For consumer-facing records, review the ESIGN consumer-disclosure requirements in 15 U.S.C. §7001(c) before requesting an electronic signature.

Use the audit trail and completion certificate to preserve the signer’s actions, timestamps, and document history. Export and retain those records with the completed Name And Address Form according to the transaction’s applicable business or legal retention policy.

Subscription plans include 100 signature invites per user per year, with overage fees applying after the included amount. Site License pricing is $1.50 per signature invite and is intended for usage-based deployments with unlimited users.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

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13+Years in business
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