Information Disclosure Statement
Use a Information Disclosure Statement 2020 template to make your document workflow more streamlined.
What an Information Disclosure Statement does
An Information Disclosure Statement records what information may be disclosed, to whom, and for what stated purpose. Its exact fields depend on the issuing organization or transaction, so review the source instructions before signing. In signNow, upload the statement, inspect detected fillable fields, assign recipients, and send it for electronic signature. The completed PDF and audit trail preserve the disclosure text, signer actions, timestamps, and completion evidence. ESIGN and applicable state law can recognize the electronic record when intent, consent, attribution, and reproducibility are established.
How the statement workflow works
Complete the Information Disclosure Statement in signNow by preparing its fields, routing it to authorized signers, and preserving the finished record.
Upload document: Upload the Information Disclosure Statement PDF and review detected fields. Check fields: Place or adjust signature, date, and information fields for each signer. Send for signature: Send the prepared statement to authorized recipients by email or signing link. Archive record: Store the completed statement with its audit trail and certificate of completion.
Legal standing of the statement
An electronically signed Information Disclosure Statement can support a U.S. business record when the signer demonstrates intent, consents to electronic records, can be identified, and the record remains reproducible. ESIGN, 15 U.S.C. ch. 96, and applicable state law such as UETA provide the framework; exclusions include wills, certain court filings, and family law decrees.
Recommended statement workflow setup
Configure the statement workflow around signer identity, review evidence, secure storage, and controlled access.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification with SMS OTP |
| Signature type | Typed or drawn electronic signature |
| Audit trail | Capture timestamps, IP address, and actions |
| Document retention | Follow the applicable recordkeeping policy |
| Encryption | TLS 1.2 or 1.3 and AES-256 at rest |
Best ROI. Our customers achieve an average 7x ROI within the first six months.
Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
Intuitive UI and API. Sign and send documents from your apps in minutes.
Signer authentication and certificates
Digital certificates:
Certificate standard:
Two-factor authentication:
SMS OTP:
ID verification:
Record integrity:
Platform requirements for signing
Use the signNow web application with TLS 1.2 or TLS 1.3 through Chrome, Firefox, Safari, or Edge on Windows or macOS. The signNow mobile apps support Information Disclosure Statement review and signing on iOS and Android devices.
Browser support Chrome, Firefox, Safari, and Edge Desktop systems Windows and macOS desktop access Mobile access iOS and Android mobile apps
Organizations should manage devices, browser updates, and workspace access centrally when statements contain sensitive personal information. Enterprise deployments may also configure API access, SSO provisioning, and stronger signer authentication according to internal policy. Confirm retention, certificate, and long-term validation requirements before adopting the workflow for regulated records.
Find and fill out the correct information disclosure statement
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.
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| USPTO PTO/SB/08a 2020 | 4.8 Satisfied (3037 Votes) | |
| USPTO PTO/SB/08a 2012 | 4.6 Satisfied (5992 Votes) |
Ways to send and sign the statement
- Use the web app when preparing the Information Disclosure Statement, assigning fields, reviewing recipients, and managing the completed record from a desktop browser.
- Use the mobile app when an authorized signer needs to review and sign the statement from an iOS or Android device.
- Use kiosk mode for supervised, in-person completion when the organization controls the signing device and recipient access.
- Use a shareable signing link when approved recipients need a controlled route to the same prepared statement without separate email invitations.
What the audit trail records
The signNow audit trail links the Information Disclosure Statement to signer activity, document integrity evidence, and a retrievable completion record.
Authenticate signer:
Timestamp events:
Hash document:
Seal record:
Track actions:
Export evidence:
Privacy and disclosure pitfalls
Personal details can be disclosed to the wrong recipient when signer email addresses or routing order are entered incorrectly. A statement may lack meaningful consent evidence if the signer receives no clear electronic-record disclosure before signing. Broad workspace permissions can expose completed statements containing sensitive information beyond the staff assigned to review them. Inconsistent templates can omit a required disclosure field, making later review difficult even when the signature is present.
Best practices for this statement
Accurate fields, informed consent, controlled access, and preserved evidence make the completed Information Disclosure Statement easier to review and defend.
Use a controlled statement template
Capture consent before signing
Preserve the audit evidence
Limit disclosure and access
Where the statement fits
Information Disclosure Statements appear wherever an organization needs documented permission and an auditable record of an authorized disclosure.
Healthcare disclosure
A healthcare organization uses an Information Disclosure Statement to document patient-authorized sharing before routing the record for signature.
- Patient disclosure scope reviewed
- Signer identity authenticated
- Audit trail retained
The organization can keep the signed statement, completion evidence, and audit trail together for internal review. Because HIPAA obligations depend on the underlying protected health information workflow, the organization should pair the signNow process with a required business associate agreement and its own retention policy.
Legal authorization
A legal services team uses a controlled Information Disclosure Statement template when clients authorize release of specified information.
- Role-based routing configured
- Signing order preserved
- Completed PDF archived
The workflow gives the legal team a repeatable way to identify the recipient, capture the client’s signature, and preserve the document history. The team should still confirm whether the transaction involves a state-law requirement, notarization, or an excluded document category.
Information Disclosure Statement troubleshooting
Resolve field, signer, consent, authentication, plan, and recordkeeping issues by checking the statement’s contents and the signNow workflow separately.
Upload the original PDF again and inspect detected fields before sending. signNow supports templates and editable fields in the Business plan, but automatic detection may require manual correction when the source statement uses scanned text or unusual layouts.
Check the recipient email, signing order, and required fields first. Resend the Information Disclosure Statement from the signNow document workflow or create a signing link when the recipient needs access without an email-based invitation.
Use SMS OTP or another available authentication control when email-only attribution is insufficient. Advanced signer authentication is associated with Enterprise capabilities, while regulated deployments should confirm their required identity-proofing method and internal policy.
For consumer-facing electronic records, provide the ESIGN disclosure covering paper-copy access and consent withdrawal under 15 U.S.C. §7001(c). A signNow workflow can retain the disclosure and consent evidence, but it does not replace the required legal notice.
The Business plan includes legally binding eSignatures and audit trails. Business Premium adds bulk send, while Enterprise adds advanced signer authentication. Select the plan based on the number of statements and authentication controls required.
Export the signed PDF and completion evidence from the document record, then place them in an access-controlled archive. The retention period depends on the statement’s underlying transaction, industry rule, and organizational policy rather than signNow alone.
Key performance indicators that demonstrate SignNow's proven track record.
BE READY TO GET MORE
Get this form now!
If you believe that this page should be taken down, please follow our DMCA take-down process.