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Statement Authorization

Use a Statement Authorization 2013 template to make your document workflow more streamlined.

What Statement Authorization does

Statement Authorization is a written permission record that identifies who may take a defined action for another person or organization. It normally states the authorized activity, parties, limits, dates, and signatures. With signNow, a sender uploads the form, places or detects fillable fields, assigns signer roles, sends it for signature, and stores the completed record with an audit trail. U.S. electronic signatures may carry legal effect under ESIGN and applicable state law when intent, consent, attribution, and record retention are demonstrated.

How Statement Authorization works

The signNow workflow turns a completed Statement Authorization into a traceable electronic record from preparation through archival.

  • Upload form: Upload the Statement Authorization
  • Prepare fields: Detect or place fillable fields
  • Send for signature: Assign parties and send
  • Archive evidence: Store the signed record

What the Statement Authorization audit trail records

The audit trail documents the signing event separately from the authorization wording, helping reviewers connect the final record to signer activity.

01

Signer authentication:

Records the signer’s email, authentication event, and signing action.
02

Timestamp capture:

Captures when the Statement Authorization was opened and signed.
03

Document integrity:

Associates the completed document with its signing history.
04

Sealing evidence:

Preserves actions in a tamper-evident completion record.
05

Event history:

Links delivery and signer events to the authorization.
06

Audit retrieval:

Allows authorized users to retrieve or export audit evidence.

Key Statement Authorization features

Statement Authorization workflows combine defined permission language with field preparation, signer routing, audit evidence, and controlled record storage.

Field preparation

Upload the Statement Authorization and use detected or placed fields for names, scope, dates, initials, and signatures without rebuilding the document.

Role assignment

Assign the authorizing party and recipient roles, then send each person only the fields required for the defined permission.

Remote signing

Collect signatures through signNow’s web or mobile experience while preserving the document’s authorization language and completion sequence.

Audit evidence

Capture delivery, signer actions, timestamps, and completion details in an audit trail linked to the signed Statement Authorization.

Reusable templates

Use shared templates to keep authorization wording, required fields, and signer order consistent across approved business workflows.

Controlled storage

Store completed authorization records in signNow or connected systems, with access controls matched to the transaction’s sensitivity.

Recommended Statement Authorization setup

Use defined signer authentication, recorded intent, controlled access, and retention rules that match the authorization’s transaction and applicable U.S. requirements.

SettingRecommendation
Authentication and encryption2FA with TLS 1.2/1.3 and AES-256
Signature typeElectronic signature with recorded intent
Audit trailExport the completed audit trail
Document retentionRetain by transaction and applicable rule
User provisioningAdmin-managed roles and shared templates
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Security for Statement Authorization

Encryption controls:

TLS 1.2/1.3 and AES-256

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Healthcare protection:

HIPAA compliant with BAA

Signer authentication:

Two-factor authentication available

U.S. eSignature framework:

ESIGN and UETA compliant

Challenges when preparing Statement Authorization

  • Signers may overlook authorization limits, leaving the signed Statement Authorization broader than the underlying business purpose.
  • Missing consent records can make it harder to show that a signer agreed to electronic delivery and signatures.
  • Personal information may be copied into Statement Authorization records without access restrictions or a defined retention schedule.
  • Different state rules can affect notarization, witnessing, and document exclusions when authorization supports a regulated transaction.

Find and fill out the correct claimants statement and authorization form hccmis

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
HCC CSA (CF) 20134.8 Satisfied (4834 Votes)

Risks of improper authorization

Evidentiary dispute

May face a signature challenge

Missing consent

Consent evidence may be incomplete

Document alteration

Unauthorized edits weaken proof

Scope mismatch

Excluded documents remain unenforceable

Record-keeping practices for Statement Authorization

Good record handling connects the authorization’s scope, signer evidence, access controls, and retention rule to the underlying transaction.

State the authorization scope precisely

Define the authorized act, parties, limits, and expiration before sending. Avoid broad language that could let an agent use Statement Authorization beyond the specific business purpose documented in the form.

Preserve the signed record

Export the completed Statement Authorization and its audit trail together. Preserve signer identity evidence, timestamps, delivery records, and completion history so the record can be reproduced during an internal review or dispute.

Match retention to the rule

Apply a retention schedule based on the transaction and governing rule. For records containing protected health information, HIPAA’s 45 CFR 164.530(j) requires six years from creation or the last effective date.

Control access and reuse

Restrict access to employees and agents who need the authorization. Review shared templates, delegated sending permissions, and stored copies periodically to prevent outdated authority from being reused.

Retention periods for related records

Statement Authorization has no universal retention period; apply the rule governing the transaction or records connected to the authorization.

01

Three years: federal tax records

IRC §6501(a) generally permits assessment for three years after filing; longer periods apply in specified cases.
02

Three years or one year

8 CFR §274a.2(b)(2)(i)(A) requires retention for three years after hire or one year after termination, whichever is later.
03

Six years: HIPAA records

45 CFR §164.530(j) requires six years from creation or the last effective date for HIPAA documentation.
04

Three years: payroll records

29 CFR §516.5 requires employers to preserve basic FLSA payroll records for three years.
05

Five years: injury records

29 CFR §1904.33 requires OSHA injury records for five years following the year covered.

Statement Authorization use cases

These examples show how defined authorization records fit property and healthcare workflows without replacing transaction-specific legal review.

Real estate

Martin Properties uses online document execution for property-related workflows involving multiple parties and mobile work.

  • Mobile and offline signing
  • Documents returned to necessary parties

Founder Tim Martin says Martin Properties uses airSlate SignNow to process and execute documents online, including mobile and offline work. For a Statement Authorization workflow, the same capability can help property teams send a defined authorization, collect the required signature, and retain the completed record for the transaction.

Healthcare

Healthcare organizations can use signNow workflows when patient-facing forms require identified signers and controlled handling.

  • Patient signature collection
  • HIPAA-compliant workflows with a BAA

Fertility Centers of Illinois selected airSlate SignNow and cited its API and responsiveness. A healthcare team using Statement Authorization should separately confirm its covered-entity obligations, execute a business associate agreement when required, and limit the form’s contents to the authorization and necessary protected health information.

Integrations for authorization workflows

Connect Statement Authorization workflows with business systems that hold party details, trigger signing, or store completed records, including CRM, ERP, collaboration, and cloud storage platforms.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Statement Authorization troubleshooting

Use these answers to resolve field, signing, consent, compliance, and document-scope questions before completing Statement Authorization.

Upload the original Statement Authorization again and verify that detected fields match the printed labels. If detection misses a field, add it manually, assign the correct signer, and preview the completed document before sending.

Use signNow’s Business plan for legally binding eSignatures, templates, mobile apps, and audit trails. If the workflow requires bulk sending, Business Premium adds bulk send; plan pricing is $8 and $15 per user monthly when billed annually.

ESIGN and UETA provide a legal framework for electronic signatures, but enforceability still depends on intent, consent, attribution, and record retention. Keep the signed Statement Authorization and its audit trail together for later reproduction.

For consumer-facing electronic records, provide the ESIGN disclosure, demonstrate access to electronic records, and explain withdrawal procedures under 15 U.S.C. §7001(c). Obtain any additional consent required for the transaction.

A HIPAA workflow requires a business associate agreement when applicable and six-year documentation retention under 45 CFR §164.530(j). Limit Statement Authorization content to necessary protected health information and restrict access.

Do not use electronic signing alone for wills, codicils, testamentary trusts, court orders, or family law decrees excluded by ESIGN. Check the transaction’s state-law requirements before sending the form.

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