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Before Me, The Undersigned Authority, On This Day Personally Form

Use a Before Me, The Undersigned Authority, On This Day Personally template to make your document workflow more streamlined.

What this authority form records

Before Me, The Undersigned Authority, On This Day Personally Form is an acknowledgment-style record showing that a named person appeared before an authorized authority and signed or acknowledged a document on a stated date. Its purpose is to connect the signer, authority, venue, date, and underlying instrument. In the United States, ESIGN and UETA can support electronic records for eligible transactions, but they do not replace state notary law or make excluded documents electronic. Wills, court orders, and family-law decrees require separate legal treatment.

Who uses this authority form

Notarial records

A person signing before a notary or other authorized officer uses this acknowledgment-style form to identify the signer, confirm the signing date, and document the official capacity of the authority. The completed record supports business, legal, real-estate, and administrative files when the underlying transaction permits electronic records.

Signing parties

Businesses and individuals use this form when an authorized person must attest that a named signer personally appeared and signed a document. It can accompany agreements, powers of attorney, affidavits, and other records, but state law may require an in-person act, specific certificate wording, witnesses, or a seal.

When this form carries legal weight

This form records a signer’s acknowledgment before an authority; it does not independently make an underlying transaction valid. Under ESIGN, 15 U.S.C. chapter 96, and UETA, electronic records may be admissible when intent, consent, attribution, and reliable retention are shown. Wills, codicils, testamentary trusts, court orders, and family-law decrees remain excluded from ESIGN’s coverage. State notary law controls the required act and wording.

Why teams look for DocuSign alternatives

Features that support this authority form

signNow combines document preparation, signer routing, authentication, audit evidence, and controlled storage for authority-form workflows that permit electronic signing.

Structured preparation

Upload the authority form, place fields for the signer and authority, and preserve the completed version without retyping names, dates, or acknowledgment details.

Role assignment

Assign roles before sending so the signer, authority, and other participants receive the correct fields and signing order for this specific acknowledgment record.

Signer verification

Use email verification or stronger authentication options when the identity of the signer must be documented alongside the authority form.

Audit evidence

Capture timestamps, actions, and delivery events in an audit trail connected to the signed authority form and certificate of completion.

Controlled retention

Retain the final document with its supporting audit record, applying the underlying transaction’s federal, state, or industry retention rule.

Mobile completion

Use mobile apps when an authorized participant must review or complete the authority form away from a desk, subject to applicable notarization requirements.

Complete this authority form online

Use signNow to prepare the authority form, identify each signer, capture the required acknowledgment, and retain the completed record with its audit trail.

  • Upload the form:

    Upload the authority form and supporting document.
  • Check fields:

    Review detected fields and add signer details.
  • Assign roles:

    Assign the signer and authority roles.
  • Send securely:

    Send the document for the required signature.
  • Archive records:

    Store the completed record and audit trail.
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What the audit trail records

The signNow audit trail helps connect the authority form to signer identity, timing, document activity, and the final completed record.

01

Authenticate signer:

Record the signer’s authentication event.
02

Capture timestamp:

Capture the signing date and time.
03

Record action:

Log the authority form action.
04

Seal evidence:

Bind the completed record to its audit history.
05

Track delivery:

Preserve delivery and access events.
06

Retrieve audit trail:

Export the audit trail with the signed form.

Recommended setup for this form

Use identity checks, an exported audit trail, and retention rules tied to the underlying transaction when preparing this authority form.

SettingRecommendation
Authentication methodEmail verification plus SMS code
Signature typeTyped or drawn acknowledgment signature
Audit trailExport certificate of completion
Document retentionApply the underlying record rule
EncryptionTLS 1.2 or 1.3 and AES-256

Connect authority records to business systems

Connect signNow with CRM, ERP, cloud storage, and project systems to route this authority form, retain the signed record, and preserve supporting transaction data.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for authority records

Data in transit:

TLS 1.2 and 1.3 encryption

Stored documents:

AES-256 encryption at rest

Security reporting:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Protected health information:

HIPAA compliant with BAA

Electronic signatures:

ESIGN and UETA compliant

Avoid these completion problems

  • Using a generic acknowledgment certificate can omit the state-required wording, venue, signer identity, date, or notarial act needed for the underlying transaction.
  • Sending the form electronically without confirming the state’s remote or in-person notarization rules can leave the acknowledgment unusable for filing.
  • Placing signature fields before confirming the authority’s role can create an incomplete record that does not show who appeared or acted.
  • Separating the signed form from its certificate of completion can make later proof of intent, timing, and document integrity harder.

State rules and excluded documents

State wording

Missing acknowledgment

Signer identity

Unrecorded appearance

Notary method

Invalid electronic act

Deed filing

Rejected instrument

Will or decree

Excluded document

Retain and protect the completed record

Retention depends on the underlying document and jurisdiction; preserve the signed authority form with evidence showing who signed, when, and under what authority.

Export the complete record

Export the signed form and audit trail together after completion. Preserve the final document, certificate of completion, signer actions, timestamps, and delivery history in a controlled repository rather than retaining only an email attachment.

Classify the underlying record

Apply the retention rule for the underlying transaction, not merely the acknowledgment page. IRS records generally use IRC §6501(a) periods, while healthcare records may require six years under 45 CFR §164.530(j). Confirm the applicable category before deletion.

Limit access after signing

Restrict access to the authority form according to the document’s sensitivity. Use role-based permissions, avoid forwarding personal information unnecessarily, and review shared links or delegated access after the signing workflow ends.

Keep each version distinct

Preserve the original signed file without overwriting it during later revisions. If the underlying agreement changes, create a new signing transaction so the audit trail clearly connects each version to its own signer actions.

Retention periods depend on purpose

Keep the completed authority form with the underlying transaction and apply the controlling federal, state, and industry retention rule.

01

Three years from filing

Apply IRC §6501(a) to federal tax-related records; retain three years from filing.
02

Six years for understatement

Use six years when income understatement exceeds 25 percent under IRC §6501(e).
03

Six years for PHI records

Retain healthcare records six years from creation or last effective date under 45 CFR §164.530(j).
04

Rule-specific employment period

Keep employment-related supporting records under the applicable federal retention rule, not this form alone.
05

State period may exceed

Check state law before disposal because state retention periods can exceed federal requirements.

Platform requirements for completion

The authority form can be prepared through Chrome, Firefox, Safari, or Edge on Windows and macOS, with signNow mobile apps available for iOS and Android. Use a current browser, a secure internet connection, and a device capable of displaying the complete document before signing.

  • Browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS computers
  • Mobile apps iOS and Android signNow apps

Organizations should confirm that managed devices permit document access, signer authentication, and audit-trail export. If the authority form supports a regulated or recorded transaction, verify state requirements for remote notarization, witness presence, seals, recording, and retention before choosing a mobile or browser-based workflow.

Questions about completing this form

These answers distinguish signNow workflow capabilities from state-specific authority, notarization, filing, and retention requirements.

signNow can route the uploaded authority form to the designated signer, but a workflow cannot cure a state-law requirement for personal appearance, a wet-ink act, witnesses, a seal, or recording. Confirm the applicable Secretary of State or notary commission rules before sending.

Under ESIGN and UETA, an electronic signature can support eligible transactions when intent, consent, attribution, and record retention are demonstrated. This does not extend to wills, codicils, court orders, or family-law decrees excluded by federal law.

Upload the original form, review signNow’s detected fields, and add explicit fields for the signer, authority, date, venue, and acknowledgment language. Do not rely on auto-detection where state-specific certificate wording or a seal is required.

The Business plan includes legally binding eSignatures, templates, and audit trails. Business Premium adds bulk send and kiosk mode, while Enterprise adds advanced signer authentication. Select a plan based on the workflow, not on the form name alone.

Use signNow’s authentication options and retain the audit trail, but do not describe an email link as proof of notarization. The record should identify the signer and preserve intent, timing, actions, and any separately required notarial evidence.

Export the completed authority form and certificate of completion together, then apply the retention rule for the underlying transaction. IRS records generally follow IRC §6501(a), while state and industry rules may require longer preservation.

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