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General Form 31

Use a General Form 31 template to make your document workflow more streamlined.

What General Form 31 means

General Form 31 is a form identified by name, but the supplied record does not state its issuing agency, purpose, fields, filing destination, or deadline. Treat it as a source document requiring verification rather than assuming it is a tax, employment, court, or government filing. In signNow, upload the file, review auto-detected fillable fields, assign recipients, and send it for electronic signature when the recipient permits that method. Preserve the completed document and audit trail, and confirm any notarization, witness, paper-filing, or statutory requirements separately.

Who uses General Form 31

Business administrators

Businesses can use General Form 31 when their workflow requires a completed record, signer attribution, and a retained copy. Because the supplied form record does not identify an issuing agency or filing purpose, confirm the receiving organization’s requirements before sending.

Document coordinators

Operations, legal, finance, and service teams can route General Form 31 through signNow when authorized signers need a traceable electronic record. Assign recipients carefully and preserve the completed document with its audit trail for later review.

Legal standing for General Form 31

For U.S. business transactions, an electronic General Form 31 record may be admissible when the signer intended to sign, consented to electronic records, can be identified, and the record remains reproducible. ESIGN and applicable state law support electronic records, but wills, certain court orders, family-law decrees, and other statutory exceptions are excluded.

Why teams look for DocuSign alternatives

Key features for General Form 31

signNow combines document preparation, signer routing, audit evidence, and protected storage so teams can handle General Form 31 without losing control of the record.

Field detection

Upload the supplied General Form 31 file and inspect signNow’s detected fields before assigning recipients. This reduces manual placement work while keeping the sender responsible for verifying every required signature, date, initials, and text field.

Signer routing

Route General Form 31 to named recipients by email or signing link. Recipient assignments make the signing order and responsibility visible before delivery, helping prevent one signer from completing another person’s required fields.

Audit trail

Capture signer actions, timestamps, invitations, and completion status in an audit trail. Store that evidence with General Form 31 when the record may later need to demonstrate intent, attribution, or execution history.

Mobile signing

Use signNow’s mobile apps when authorized recipients need to review or sign General Form 31 away from a desktop. The document remains part of the same controlled signing workflow and completion record.

Reusable template

Use templates when the same General Form 31 workflow recurs. A prepared template can preserve field placement and recipient roles, while each new transaction still requires checking the current source and recipient instructions.

Protected records

Apply encryption in transit and at rest, with signNow compliance features including ESIGN, UETA, SOC 2 Type II, and ISO 27001. These controls support protected handling but do not decide whether the recipient accepts the form.

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Complete General Form 31 in signNow

Use this sequence to prepare the supplied General Form 31 file, route it to authorized recipients, and retain evidence of completion.

  • Upload document:

    Upload the General Form 31 source file to signNow.
  • Check fields:

    Review auto-detected fields and add missing fields.
  • Assign signers:

    Assign each signature or approval field to a recipient.
  • Send request:

    Send the prepared document by email or signing link.
  • Store evidence:

    Review the completed file and audit trail.

How the audit trail records General Form 31

signNow records the signing history separately from document preparation, helping reviewers connect each General Form 31 action with its signer and time.

01

Authenticate signer:

Records the signer’s email or configured authentication event.
02

Capture timestamp:

Captures the date and time of each action.
03

Log document events:

Associates actions with the General Form 31 record.
04

Seal completion:

Preserves document integrity through completion evidence.
05

Track signer activity:

Records invitations, views, signatures, and status changes.
06

Export audit trail:

Allows authorized users to retrieve or export evidence.

Retention periods for General Form 31

Retention depends on what General Form 31 documents. Apply the governing transaction rule, preserve a readable copy and audit trail, and check state requirements before deleting records.

01

Three years from filing

Apply IRC §6501(a) to federal tax records when General Form 31 supports a tax transaction.
02

Six years for understatement

Use six years when 25% or more income was understated under IRC §6501(e).
03

Indefinite for fraud

Retain indefinitely when fraud occurred or no return was filed under IRC §6501(c).
04

Later of three years or one

Keep employment records for three years after hire or one year after termination, whichever is later, under 8 CFR §274a.2(b)(2)(i)(A).
05

Longer applicable state period

Follow longer state or industry retention rules when General Form 31 contains regulated information.

Record-keeping practices for General Form 31

Keep General Form 31 with the evidence needed to explain who signed, when signing occurred, and which retention rule applies. The correct period depends on the document’s underlying legal and business purpose.

Classify the underlying record

Identify whether General Form 31 supports a tax record, employment record, healthcare record, or another regulated transaction. Apply the governing retention rule rather than assigning one universal period to every copy.

Export completion evidence

Export the completed General Form 31 and signNow audit trail together after finalization. Confirm that the exported files open correctly, identify the signers, and preserve the event history needed to demonstrate execution.

Secure the archive

Store the signed record in access-controlled storage with a documented retention owner. Encryption in transit and at rest, plus role-based access, helps reduce unauthorized disclosure of information contained in General Form 31.

Apply the governing rule

Review deletion schedules against the applicable authority, including IRC §6501(a) for certain tax records and 45 CFR §164.530(j) when protected health information is involved. State rules may require longer retention.

State rules and exclusions

Notarization required

May invalidate the notarization step

Wills and codicils

Excluded from ESIGN coverage

Court orders

May require paper or court filing

Real-estate deeds

May require state-specific execution

Family-law decrees

May be excluded from electronic records

Challenges when handling General Form 31

  • The available General Form 31 record does not identify an issuing agency, so the sender must confirm the correct recipient and filing destination before execution.
  • Incorrectly assigned signature, date, or initials fields can leave General Form 31 incomplete even when every recipient reaches the final screen.
  • An electronic signature may not satisfy a separate notarization, witness, court-filing, or government-submission requirement attached to the underlying transaction.
  • Deleting the signed file without its audit trail can weaken the evidence needed to prove signer identity, intent, timing, and record integrity.

Security for General Form 31

Data encryption:

Encryption in transit and at rest

Security reporting:

SOC 2 Type II certification available

Information security:

ISO 27001 certification

Electronic signatures:

ESIGN and UETA compliance

Protected health data:

HIPAA compliance with BAA

Transport and storage:

TLS 1.2/1.3 and AES-256

Users who handle General Form 31

  • Operations coordinators can upload General Form 31, verify detected fields, assign recipients, and monitor completion. The audit trail gives them a record of invitations, signer actions, timestamps, and finalization for internal review and controlled handoff.
  • Legal and compliance teams can review the completed General Form 31 alongside its certificate of completion and audit trail. They should confirm the underlying authority and recipient requirements because the form’s supplied record does not identify a specific agency or transaction.

Troubleshooting General Form 31

Resolve General Form 31 issues by checking the document source, signer assignments, electronic-consent requirements, and the recipient’s acceptance rules before sending a final request.

signNow’s Business plan provides templates, audit trails, and legally binding eSignatures at $8/user/month with annual billing. Confirm that the recipient accepts electronic execution and retain the final record under ESIGN and applicable state law.

Upload the source file again and inspect the detected fields in signNow’s editor. Auto-detection can identify fillable areas, but the sender must verify names, dates, initials, signature placement, and recipient assignments before sending General Form 31.

A signer can open the email invitation or signing link and complete General Form 31 without creating an account when the workflow permits guest signing. If stronger identity assurance is required, configure available authentication options before delivery.

A signature request does not replace a required notarization, witness step, government filing, or paper submission. Check the receiving authority’s instructions and state law before treating an electronically signed General Form 31 as sufficient.

Business Premium includes bulk send at $15/user/month with annual billing, while Business does not list bulk send in the supplied plan details. Select the plan based on the number of separate General Form 31 recipients and workflow requirements.

signNow lists ESIGN and UETA compliance, but compliance does not determine whether this unidentified form has a special statutory exclusion. Confirm the form’s authority, transaction type, and recipient rules before relying on electronic execution.

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