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Docusign eSignature for Your U.S. State & Federal Forms

  • November 5, 2024
  • 9 replies
  • 115 views

amy.baxter
Docusign Employee
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Did you know that the United States (U.S.) Federal and State governments allow the use of electronic signatures for many standard forms? Do you want to get a head start on tagging and creating templates for those popular forms? Good news: the Docusign University (DSU) Template Library features over 150 Federal and State templates to help you get started. 

 


 

🏛️ U.S. Federal Government

 

Templates are available from the following Federal departments:

  • Health and Human Services (HHS)
  • Internal Revenue Service (IRS)
  • Office of Government Ethics (OGE)
  • Office of Personnel Management (OPM) 

Federal Forms in Español

 

🏛️ U.S. State Governments

 

From the individual state income tax forms to specific state government forms, review the Template Library’s expansive state-specific libraries: 

State Forms in Español

 

🧰 Additional Resources

 

Check out all of the samples available in the Template Library and learn more about templates with the following DSU learning and enablement tools: 

 

 

 

🤝 Share Your Experience

 

Have you electronically sent and/or signed a U.S. government form? Are there any Federal or State forms you’d like us to add to the library? Let us know in the comments below. 

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9 replies

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  • New Voice
  • 5 replies
  • November 14, 2024

Hi - do you also support Canadian forms? I’m looking for Canada Revenue Agency T2200 and Revenue Quebec TP 64.03.


amy.baxter
Docusign Employee
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  • Author
  • Docusign Employee
  • 10 replies
  • November 14, 2024

Hi ​@payrollqs - Because Canada does allow eSignature for each of those forms, these are good candidates for our public sector templates. We’ll look into getting them approved for the library. Thank you for the suggestion. 


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  • New Voice
  • 5 replies
  • November 26, 2024

Hi - if they are made available (ideally in both English and French please!) will we be able to complete them for a large number of staff at the same time, using an excel table of information tied to individual fields? If not… how do I do that?

Thanks

Laura


amy.baxter
Docusign Employee
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  • Author
  • Docusign Employee
  • 10 replies
  • November 26, 2024

Hi ​@payrollqs - I investigated if the forms you mentioned are candidates for our library and they are. I see that they are also available in French, so I plan on including both English and French versions. 

If I understand your question far as connecting the data input in each of the fields to the field names themselves, exporting the form data from the envelope should achieve your goal. The Docusign Support article I linked walks through what the form data is and how to export it. I hope that helps? 

I’m currently working on the template samples for the forms you shared and hope to have them published soon. I’ll tag you here in this reply chain along with their direct links once they are available. Thanks again for the suggestions. 😊


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  • New Voice
  • 5 replies
  • November 26, 2024

Wow - I’m thrilled with your response! If you want a tester, I’d be glad to take that on! Can’t wait to see the templates!


amy.baxter
Docusign Employee
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  • Author
  • Docusign Employee
  • 10 replies
  • November 26, 2024

@payrollqs  - Re-read your question and perhaps using the bulk send feature would solve sending a document to multiple signers, all at once. They’ll each get their own copy of the document to fill out and/or sign, but you only have to click “send” once instead of, for example, 50 times. 

In addition to the Support Article, Docusign University has great bulk send learning resources: 

Again, I hope that helps with your question 😊


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  • New Voice
  • 5 replies
  • November 26, 2024

HI - I really appreciate your messages. I don’t actually need multiple signers. The think the process I need is: 

  1. Have template available of T2200 and Tp64.03 in English and French. SO thrilled you’re making these available.
  2. Be able to provide the ‘answers’ for the fillable fields in an excel file, assuming one row per staff who requires either a T2200 or TP64.3. I’d expect to have to have answers in 4 separate files - English T2200s in one file, French T2200s in one file, English TP64.3s in one file, and French TP64.3s in one file. For example file with 201 rows (including title of columns) for 200 staff requiring English T2200s; 
  3. Merge data from excel files into template for T2200. Eg. the 200 English 2200 staff file would generate 200 T2200s, representing 600 pages (3 pages per T2200). 
  4. Send “English T2200” file to signing authority to sign just the last page through docusign, on page 3 of the 200 T2200s.
  5. Once signed, I’d like to be able to download 200 individual T2200s. I’m assuming docusign would also enable me to email them to individual staff, but I don’t personally want to email them to the staff, I’ll be sharing on our HR software platform.
  6. Repeat for French T2200s, English TP64.03s, French TP64.3s

amy.baxter
Docusign Employee
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  • Author
  • Docusign Employee
  • 10 replies
  • December 30, 2024

Hi ​@payrollqs . I hope you had a nice holiday. Apologies that I didn’t see your follow-up post until now. 

  1. I have the Canadian forms published here in the Template Library. Please let me know if there is any basic functionality that is not working; I’m happy to correct it for our users. Of course, you are welcome to update the template you upload to fit how you want your users / signers to use it. For example, you can update the tool tips, add / remove fields, etc. 
  2. I think for the actions you described above can still be accomplished by using the Bulk Send feature, specifically the CSV upload to pre-fill, then those docs all go to the signing authority to sign instead of sending to 200 different signers. 
    1. Have you reached out to your Docusign account or support team with this question? 
    2. If you don’t have a dedicated account team, you may want to repost your question in the expanded Community (creating a new post / question) so it can get in front the entire community of Docusign experts. 🙂

Thanks again for your suggestion on adding those forms. If there are other Canadian government forms like these that we can add in the future, please let me know. Posting here with those suggestions is fine, and please “@” me so I’ll get the notification directly in my inbox. 


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  • New Voice
  • 5 replies
  • February 7, 2025

@amy.baxter Hi Amy - are you able to update the T2200 (Engish and French please)? The latest revision was released Jan 21 2025.

 

https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t2200.html

 

Thank you

 

Laura