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DS 3026 Form

Use a Ds 3026 template to make your document workflow more streamlined.

What the DS 3026 Form is

The DS 3026 Form is a medical-history and physical-examination worksheet used in the U.S. immigrant-visa medical examination process. It records health information gathered by the designated physician and may contain protected health information. signNow can organize the document, map fillable fields, collect assigned signatures, and preserve an audit trail, but it does not replace the physician’s examination, required medical screening, or submission instructions from the U.S. Department of State, USCIS, or the designated physician. Confirm the current filing process before relying on an electronic copy.

How DS 3026 Form works

signNow turns the DS 3026 Form into a controlled signing workflow while the designated physician remains responsible for the medical content.

  • Upload: Upload the DS 3026 PDF.
  • Assign: Map fields to each responsible signer.
  • Complete: Collect signatures and required dates.
  • Preserve: Export the signed record and audit trail.

Who uses DS 3026 Form

Immigrant-visa applicants

Immigrant-visa applicants use the DS 3026 Form during the designated physician’s medical examination process, providing the health history and information requested for the record.

Medical examination clinics

Designated physicians and clinic administrators can route assigned fields, collect signatures, and preserve the completed worksheet without retyping the medical information.

Complete DS 3026 Form in signNow

Use this workflow to prepare the DS 3026 Form, route signature requests, and preserve the completed record with its audit evidence.

  • Upload form:

    Upload the completed DS 3026 PDF.
  • Check fields:

    Review detected fields and add missing signature, date, or initials fields.
  • Assign signers:

    Assign each field to the correct signer by email.
  • Send request:

    Send the request and monitor completion in signNow.
  • Store record:

    Download the completed form and audit trail.
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Platform requirements for DS 3026 Form

Signers can open DS 3026 Form requests in Chrome, Firefox, Safari, or Edge on Windows, macOS, iOS, or Android. A current browser, stable internet connection, and an email address are needed to review assigned fields and complete the signNow signing flow.

  • Browsers Chrome, Firefox, Safari, Edge
  • Operating systems Windows, macOS, iOS, Android
  • Devices Desktop and mobile browser access

Organizations handling medical information should use managed Windows, macOS, iOS, or Android devices, enforce account access controls, and review signNow’s available security configuration. Enterprise deployments may also require API access, SSO provisioning, and a documented retention process for completed DS 3026 records.

Connect DS 3026 workflows to business systems

Connect signNow with Salesforce, Microsoft Dynamics 365, NetSuite, Google Drive, Box, or Microsoft 365 to route DS 3026 records through existing workflows.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for DS 3026 Form records

Transport encryption:

TLS 1.2/1.3 in transit

Stored encryption:

AES-256 at rest

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health data:

HIPAA compliant with BAA

Electronic signatures:

ESIGN and UETA compliant

Recordkeeping practices for DS 3026 Form

Keep the completed DS 3026 Form, audit evidence, access controls, and retention decision together so the medical record remains usable and reviewable.

Export the signed form and audit trail together

Export the completed DS 3026 Form and signNow audit trail together after signing. Retain the record according to the responsible healthcare provider’s medical-record policy and any applicable immigration-record requirement; do not substitute a generic e-signature retention period for a governing rule.

Archive DS 3026 records with restricted access

Store DS 3026 records in an access-controlled repository with encryption at rest and in transit. Limit access to personnel who handle the medical examination process, and document authorization changes so protected health information is not exposed through shared folders.

Preserve an identifiable record version

Use a consistent filename containing the applicant identifier, completion date, and record status, while excluding unnecessary sensitive details. Preserve the original completed PDF and the audit-trail export without overwriting either file during later administrative review.

Confirm the governing retention rule first

Set a documented retention schedule with the healthcare provider and immigration counsel before collecting signatures. HIPAA requires six-year retention for specified policies and procedures under 45 CFR 164.530(j), but medical-record obligations may differ by record type and state.

Legal standing of DS 3026 Form records

A DS 3026 Form record may be electronically signed when the signer demonstrates intent, consents to electronic records, and the record remains attributable, reproducible, and accessible under ESIGN, 15 U.S.C. chapter 96, and applicable UETA law. Those frameworks do not authorize electronic substitutes for wills, court filings, or other excluded documents.

Why teams look for DocuSign alternatives

State rules and document exclusions

State rules

Confirm state requirements

Notarization

Use required notarization

Wills excluded

Do not replace wills

Family law

Do not replace decrees

Real-estate deeds

Record deed formalities

DS 3026 Form troubleshooting questions

Resolve field, signing, privacy, and record-management questions before sending a DS 3026 Form through signNow.

Upload the DS 3026 Form to signNow, then review the detected fields before sending. The Business plan includes templates and audit trails, while Business Premium adds bulk send. Confirm every required medical-history field is mapped before requesting signatures.

A typed, drawn, or uploaded signature can document intent under ESIGN and UETA when the signer consents and the record remains reproducible. Use signNow’s audit trail to preserve signer identity, timestamps, IP information, and completion history for the DS 3026 Form.

The Business plan includes 100 signature invites per user annually, with overage fees after the included allowance. Business Premium also includes bulk send. Check account usage before sending multiple DS 3026 requests, especially when several medical records require separate signers.

For patient information, configure access carefully and use a HIPAA-compliant signNow deployment with a business associate agreement when required. HIPAA’s safeguards apply to protected health information; an electronic signature alone does not establish HIPAA compliance.

If a signer cannot open the request, verify the email address, resend the invitation, or provide a controlled signing link. signNow records delivery and signing activity in the audit trail, helping document whether the DS 3026 request was accessed.

Export the completed DS 3026 Form and its audit trail from signNow after all assigned fields are complete. Preserve the final record in a controlled repository and apply the retention period required by the applicable medical or immigration-record policy.

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