Click the "Sign" icon on the toolbar, or select Tools > Fill & Sign.The simplest way to do it is to use one of the three major electronic signature software products: Adobe Acrobat, Microsoft Edge, or Docusign. Now that you understand electronic signatures and their ramifications, here’s the straightforward process you can use to create electronic signature PDFs. If you are still concerned, request to sign via digital signature, which goes a bit further and includes much more sophisticated encryption methods. The service should also provide an audit trail showing the IP address, time stamp, and other information confirming the authenticity of the signature. This includes ensuring that the service you are using uses an HTTPS-encrypted browser connection. It’s wise to take a few safeguards to ensure that the document you're signing has proper safeguard in place. Replace the initials in the dialog box with the date you want on the form.Ĭlick in the PDF to add the date via your modified “initials.This is a legitimate concern. Then click Sign Yourself again and click Add Initials. Then, when it’s time to sign and date it, choose the Fill & Sign tools.Īs in Method 1, click Sign Yourself, configure your signature, and click to add it. Use the existing fields to fill out the form. This method is a little more hacky, but it’s actually quicker and simpler than Method 1. Method 2: Use a signature stamp to apply the date The copy the link and send it to whoever needs the completed form. The new copy will have (SECURED) in the title. If you want to make it uneditable before submitting it, with the Fill & Sign tools, click Next, then Save as a Read-only Copy. To add the date, use the Add Text tool again. Note that you can resize and reposition it at any time. To add your signature, click Sign Yourself.Ĭonfigure the appearance of your signature and click in the PDF to add it. With the Add Text tool you can position your pointer over the area where you want to add a text field and click. To add new ones, choose the Fill & Sign tools. In the flattened copy, you’ll see that all the form fields were removed. You’ll see an alert that you need to save a copy of the PDF. In the Preflight dialog box, click Analyze and Fix. To flatten the PDF, start by searching the tools for “flatten.” Then click on Preflight. So, before you can add new ones you have to flatten the PDF, getting rid of the existing fields added by the IRS. With Acrobat’s Fill & Sign tools you can add form fields to a document just by clicking-but only if that document doesn’t already have form fields. Method 1: Flatten the form fields and make new onesĬhad Chelius taught me this clever method using Adobe Acrobat to add signature and date fields to the W-9. That’s a whole other ball of wax that we’ll examine in an upcoming issue of CreativePro Magazine. That’ll suffice in most cases, but just be aware it’s not a secure signature validated with digital ID certificate. Note that the signature in this case is really just a stamp of your name. So, here are two ways you can sign and date the W-9 in Adobe Acrobat. So many people just end up printing out the W9, signing it, scanning it back into digital format, etc.īut that’s a nonstarter if you don’t have a printer and scanner handy, and it’s an annoying waste of time in any case. This is a nasty surprise to most folks, but it’s somewhat understandable since digital signatures are tricky enough for tech savvy folks to work with, let alone the general public. The W-9 form, with the signature and date conspicuously absent from the set of highlighted form fields.
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