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Level 2
March 7, 2024
Question

Is there a way to change the e-signature requirement of having the signer enter SSN and date of birth on a 2065 signature?

  • March 7, 2024
  • 2 replies
  • 9 views
Client is a partnership - signer does not want to enter personal SSN and date of birth.  Anyway to change that requirement?
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2 replies

Level 10
March 7, 2024

Good question. For me, that demand from a client adds complication and will consume my time, so I either send a PDF of the 8879 through Adobe or send a paper copy for signing by hand.

I think you need to call Intuit for the answer to your question.

PhoebeRoberts
Intuit Community Champion
March 7, 2024

That's part of how DocuSign authenticates the signer's identity.