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Selected By Grantors And Grantee, Or Form

Use a Selected By Grantors And Grantee, Or template to make your document workflow more streamlined.

About this form

Selected By Grantors And Grantee, Or Form is a transaction document completed by the identified grantors and grantee. Its exact legal purpose, required fields, filing destination, and signing rules depend on the underlying transaction and applicable state law; the name alone does not identify an issuing agency or universal deadline. In signNow, a sender uploads the form, reviews detected fillable fields, assigns grantor and grantee roles, sends it for signature, and stores the completed document with its audit trail. ESIGN and UETA may support electronic execution when their requirements are met, subject to statutory exclusions.

Who uses this form

Grantors

Grantors provide the required information and sign the portions assigned to them; the workflow records their actions and completion evidence.

Grantees

Grantees review the completed form, enter assigned information, and sign after confirming the document reflects the intended transaction.

How this form workflow works

Complete this form by preparing its fields, assigning the grantor and grantee roles, collecting signatures, and preserving the final evidence.

  • Upload: Upload the form document.
  • Prepare: Review detected fields and add missing entries.
  • Route: Assign grantor and grantee signing roles.
  • Complete: Collect signatures and preserve the audit trail.

Features for this form workflow

signNow connects document preparation, signer routing, electronic signatures, and evidence preservation for repeatable completion of this form.

Field detection

Upload the source document, review detected fields, and add any missing signer, date, initials, or text fields before sending the completed form.

Signer routing

Assign each field to the correct signer and define the signing order when the form requires actions from multiple parties.

Flexible delivery

Send the form by email or provide a shareable signing link, depending on how the grantors and grantee will access it.

Audit evidence

Capture signer actions, timestamps, and completion history in an audit trail associated with the executed document.

Reusable template

Use templates to preserve field placement and routing instructions when the same form is completed repeatedly.

Record preservation

Store the final document and audit evidence under controlled access after all required parties finish signing.

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Recommended workflow setup

Configure the workflow around signer identity, electronic intent, evidence preservation, and the retention rule governing the underlying transaction.

SettingRecommendation
Authentication methodEmail verification with SMS 2FA
Signature typeElectronic signature with signer intent
Audit trailExport with every completed form
Document retentionApply the underlying transaction rule
EncryptionTLS 1.2/1.3 and AES-256

Inside the audit trail

The signNow audit trail records the evidence surrounding this form’s delivery, review, authentication, signature, and completion.

01

Authenticate signer:

Records the signer’s identity and authentication method.
02

Capture timestamps:

Captures the exact time of each action.
03

Record document integrity:

Associates the signed document with document integrity evidence.
04

Seal completion history:

Creates a tamper-evident completion history.
05

Log signer activity:

Logs delivery, viewing, signing, and completion events.
06

Export audit evidence:

Allows authorized users to retrieve and export evidence.

Security and data protection

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signature law:

ESIGN and UETA compliant

Health data protection:

HIPAA compliant with BAA

Retention and record-keeping practices

Preserve the completed form, signer evidence, and audit trail together, using the legally applicable retention rule for the underlying transaction.

Apply the governing retention period

Keep the completed form and its audit trail together in a restricted repository. Apply the retention period required by the document’s actual transaction, industry, or state law, rather than relying on a single platform default.

Export each completed audit trail

Export the signNow audit trail after every completed signature event and preserve it with the final document. The export should identify signer actions, timestamps, delivery activity, and completion status so an auditor can reconstruct the transaction.

Restrict access to signed records

Limit access to the completed form, signer data, and audit evidence through role-based permissions. Review access regularly, remove former users promptly, and avoid sending copies containing personal information through unmanaged email accounts.

Archive records securely and readably

Use encrypted storage with version control and documented retrieval procedures. Test that authorized staff can reproduce the signed form and audit trail in readable form before the retention period expires.

Retention periods for signed records

The correct period depends on the transaction represented by this form and any applicable federal, state, or industry-specific rule.

01

Three years after tax filing

Retain tax-related records three years from filing; IRC §6501(a) governs the base period.
02

Six years for major understatement

Retain records six years when income understatement exceeds 25%; IRC §6501(e) applies.
03

Six years for HIPAA records

Retain HIPAA privacy records six years from creation or last effective date; 45 CFR §164.530(j) applies.
04

Three years for payroll records

Retain covered payroll records three years; 29 CFR §516.5 applies to FLSA records.
05

Five years for injury records

Retain OSHA injury records five years following the reporting year; 29 CFR §1904.33 applies.

State rules and document exclusions

Notarization

May require separate notarization

Wills

Electronic exclusion applies

Family law

Court process controls

Real-estate deeds

Recording may be rejected

Privacy and disclosure pitfalls

  • Grantor or grantee information may be exposed when completed copies are sent through personal email or unsecured file-sharing channels.
  • Missing consent to electronic records can weaken the evidence supporting an electronic signature in a consumer-facing transaction.
  • Incorrect signer permissions may let one party view, edit, or sign fields assigned to another party.
  • A final document without its audit trail can make later verification of signer identity, timing, and intent more difficult.

Troubleshooting this form workflow

These answers address field detection, signer authentication, plan selection, enforceability, excluded documents, and preservation of completed records.

Upload the clearest available source file and check that the form’s labels and fields are readable. signNow’s document editor can identify fillable areas, but unusual layouts may require manually adding fields before sending this form for signature.

Business includes legally binding eSignatures, templates, and audit trails at $8/user/month when billed annually. If the workflow requires bulk send, Business Premium is $15/user/month annually and adds that capability.

Use signer authentication appropriate to the transaction, such as email verification or SMS-based two-factor authentication. For regulated workflows, confirm whether the applicable rule requires stronger identity proofing or a separate notarization process.

A completed electronic form can generally be supported by intent, consent, attribution, and reliable record retention. ESIGN, 15 U.S.C. ch. 96, and applicable UETA provisions provide the legal framework, but excluded documents require separate handling.

Do not use an electronic workflow for wills, codicils, testamentary trusts, court orders, or family-law decrees where the applicable law excludes electronic records. Prepare and submit those documents through the required legal process instead.

Export the completed document and audit trail from signNow, then store both under controlled access. The audit evidence should remain associated with the exact final file reviewed and signed by the parties.

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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