How to Include Preparer’s Contact Information, Certification, and Signature in a PDF

How to Include Preparer’s Contact Information, Certification, and Signature in a PDF

PDF documents are being widely used in almost all sectors for presenting documents or forms electronically. For forms such as tax returns, loan applications, and medical histories that require signatures, it is imperative to have the preparer’s contact information, certification, and signature included in the PDF document.

In this article, we will look at the step-by-step guide on how to include preparer’s contact information, certification, and signature in a PDF document.

Why is it important to include preparer’s contact information, certification, and signature in a PDF?

Including preparer’s contact information, certification, and signature in a PDF is crucial for several reasons. Firstly, it assures the recipient that the document is authentic and has not been tampered with, as the preparer certifies the accuracy of the information presented. Secondly, having the preparer’s contact information means that they can be contacted easily in case of any questions or clarifications. Lastly, having the signature of the preparer means that they take responsibility for the data and the accuracy of the information provided.

Step-by-step guide on how to include preparer’s contact information, certification, and signature in a PDF:

1. Open Adobe Acrobat Pro DC or another PDF editing application.
2. Open the document you want to edit.
3. Click on the “Prepare Form” tool in the toolbar. This tool is used for creating and editing form fields.
4. Select the text field where the preparer’s contact information will be entered.
5. Type in the contact information, including the name, title, phone number, and email address of the preparer.
6. Create a signature field by clicking on the “Sign” button in the toolbar and selecting “Place Signature”.
7. Follow the prompts to create a digital signature by typing your name or drawing your signature using a mouse or a touch screen.
8. Once the signature is created, place it on the signature field you created earlier.
9. For certification, create a checkbox by selecting the checkbox tool from the toolbar and placing it where certification is required.
10. Create a custom script that adds the date automatically when the checkbox is checked. This script can be created using Adobe Acrobat Pro DC or any other PDF editor that supports JavaScript.
11. Save the PDF document.

Conclusion

Including the preparer’s contact information, certification, and signature in a PDF document is essential for ensuring the authenticity and accuracy of the information provided. The above steps provide a guide on how to include these details in a PDF document easily. By following these steps, the preparer will be able to fulfill their obligations and take responsibility for the accuracy of the information provided.