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Fingerprint Referral Form

Use a Fingerprint Referral Form template to make your document workflow more streamlined.

What the Fingerprint Referral Form does

The Fingerprint Referral Form records information needed to refer an individual for fingerprinting or related background-screening steps. Its exact fields and submission instructions depend on the issuing program or agency, so verify those requirements before signing. With signNow, upload the form, let the editor detect fillable areas, review each field, add the required signer, and send it electronically. The signer completes the assigned fields and signs, while signNow preserves the completed document and audit trail for authorized review.

Who uses the Fingerprint Referral Form

Referral administrators

State and local agencies, licensing offices, employers, and screening providers may use a Fingerprint Referral Form to direct an applicant to an authorized fingerprinting process. The responsible organization should confirm the form version, required identifiers, signature rules, and delivery destination before sending it for completion.

Applicants and representatives

Applicants and authorized representatives complete the identifying information and signatures requested by the issuing program. They should not alter agency-only fields or assume that electronic completion replaces fingerprint capture, identity proofing, payment, or in-person requirements.

Features that support fingerprint referrals

signNow organizes the Fingerprint Referral Form from field completion through signature, audit evidence, and controlled storage without changing the form’s substantive requirements.

Field placement

Upload the Fingerprint Referral Form and place signature, date, initials, and other required fields without recreating the document manually. The completed file remains associated with the signing workflow.

Signer routing

Send the referral form to each intended signer by email or a controlled signing link. Role and routing choices help direct the form to the person responsible for each signature.

Audit trail

Capture the signing event in an audit trail containing action history and timestamps. This gives administrators supporting evidence when confirming who handled the referral form and when.

Reusable template

Use signNow templates when the same Fingerprint Referral Form is completed repeatedly. Reusable fields reduce omissions while preserving a consistent document structure across referrals.

Mobile access

Complete the Fingerprint Referral Form from a desktop or mobile app. Mobile access supports field work when staff or applicants cannot return to an office.

Controlled storage

Keep the final signed form in signNow or export it for governed archival. Retaining the completed document with its audit evidence supports later review.

How to complete the referral form

Use this signNow workflow to prepare the Fingerprint Referral Form while preserving the issuing program’s required fields and instructions.

  • Upload form:

    Upload the agency-issued Fingerprint Referral Form.
  • Check fields:

    Review detected fields and add missing ones.
  • Assign signer:

    Assign the applicant or authorized signer.
  • Complete record:

    Send, sign, and save the completed record.
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Recommended referral form setup

Configure the Fingerprint Referral Form around signer identity, sensitive information, audit evidence, and the retention rule governing the referral program.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailCapture timestamps and signer actions
Document retentionApply the governing program rule
EncryptionTLS 1.2/1.3 and AES-256 protection

Security for referral form records

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

Security certification:

SOC 2 Type II certified

Management standard:

ISO 27001 certified

Health information:

HIPAA compliant with BAA

Electronic signing:

ESIGN and UETA compliant

What the audit trail records

The Fingerprint Referral Form audit trail documents the signing event separately from the form’s substantive fingerprinting instructions.

01

Authenticate signer:

Confirm the signer identity method used.
02

Capture timestamp:

Record the exact signing time.
03

Link document:

Associate actions with the document record.
04

Seal record:

Preserve the completed file’s integrity evidence.
05

Track actions:

Log each review and completion event.
06

Retrieve evidence:

Export the audit trail with the form.

Fingerprint Referral Form record-keeping practices

Preserve the completed form, signer evidence, and retention decision together, using the underlying program’s rule for any required period.

Set the retention period by record type

Keep the completed Fingerprint Referral Form with its audit trail in a controlled repository. If the form contains protected health information, HIPAA requires retaining required documentation for six years from creation or its last effective date under 45 CFR §164.530(j).

Export the signed record together

Export the completed Fingerprint Referral Form and audit trail after signing. Preserve signer identity evidence, timestamps, and the final document together so reviewers can evaluate the signing event without relying on an active account.

Limit access to sensitive information

Restrict access to referral records by role and review permissions quarterly. Avoid placing fingerprint-related personal information in shared folders unless the audience, business purpose, and applicable state privacy requirements have been documented.

Archive records with controlled deletion

Store exported records in encrypted archival storage with a documented deletion process. Apply the governing retention rule for the underlying referral program rather than assuming every Fingerprint Referral Form has one national period.

Retention periods for related records

Fingerprint Referral Form retention depends on the record’s underlying program, industry, and state requirements; apply only a rule that actually governs the completed record.

01

Six years for HIPAA records

Retain required documentation six years from creation or last effective date under HIPAA 45 CFR §164.530(j).
02

Three years for tax records

Keep federal tax records three years from filing under IRC §6501(a), or six years for a 25% or greater understatement.
03

Three years for I-9 records

Retain employment records three years after hire or one year after termination, whichever is later, under 8 CFR §274a.2(b)(2)(i)(A).
04

Three years for payroll records

Retain covered payroll records three years under the Fair Labor Standards Act regulation, 29 CFR §516.5.
05

Five years for injury records

Retain OSHA injury records five years following the year covered under 29 CFR §1904.33.

Fingerprint referral form challenges

  • Uploading an outdated Fingerprint Referral Form can send an applicant to the wrong provider, location, or agency process and may require correction before fingerprinting occurs.
  • Entering an applicant’s name or identifying number incorrectly can prevent the fingerprint submission from matching the referral record.
  • Sending the completed form to an unauthorized recipient can expose sensitive personal information and create an access-control incident.
  • Assuming electronic signature replaces fingerprint capture can cause an incomplete referral because the physical or electronic fingerprinting step may remain mandatory.

Fingerprint Referral Form troubleshooting

Resolve the issue by checking the source form, signer identity, agency rules, and the signNow workflow setting involved.

Upload the original Fingerprint Referral Form again and check whether its fields are flattened, password-protected, or image-only. signNow can place fields on uploaded documents, but unclear source structure may require manual field placement before sending.

Confirm the recipient’s email address, resend the invitation, or provide a controlled signing link. If the signer must be authenticated more strongly, enable an available authentication method rather than forwarding someone else’s invitation.

A signature may be enforceable under ESIGN and UETA when intent, consent, attribution, and record retention are established. Check the issuing agency’s instructions because those laws do not override excluded documents or state filing requirements.

Use signNow audit trails to review timestamps, signer actions, and document history. Export the completed form and evidence together when the agency, employer, or regulated program requires an independently retained record.

The Business plan is listed at $8 per user per month with annual billing and includes legally binding eSignatures, audit trails, templates, and mobile apps. Confirm whether the referral program requires higher authentication or regulated add-ons.

If the form contains protected health information, signNow identifies HIPAA compliance as requiring a BAA. Execute the BAA and apply the organization’s access, retention, and disclosure controls before processing the referral.

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