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Level 1
March 30, 2026
Question

Can you collect e-signature from spouse but not primary?

  • March 30, 2026
  • 0 replies
  • 3 views

I have a client in my office who has signed his 8879. His spouse is at work and scheduling a time for them to also come in will be problematic. I want to send them an e-signature request, but it appears I also have to collect (and thus pay for) an e-signature from the primary, who is sitting at a desk with a pen in his hand as I write this missive. Is there a way to request a spouse e-signature without also requesting one from the primary TP?