Docusign^® and ID.me^® Resources for Forms

Below are questions and resources for the Docusign and ID.me process for a subset of Accounting Services forms that now use electronic signatures:

• The Certificate of Resolutions Authorizing an Institution to Open and Maintain Accounts and Use Services (Board Resolutions form)
• The Federal Reserve Bank Official Authorization List (OAL) Account and Non-Account Holders
• The Federal Reserve Bank Official Authorization List (OAL) Non-Depository Institution and/or Non-Financial Entities

NOTE: The new versions of the OAL no longer have notary sections as notarization is not required in the new process. Electronic authentication using ID.me will replace traditional notarization.

If you have any questions, please contact National Accounting and Customer Support (NACS) team at (800) 309-6156 or sys.fso.nacs@mpls.frb.org.

Form-specific questions

1. My institution uses a Foreign Board resolution; can I submit a Board Resolutions form?

   Because of the additional Consular Officer acknowledgement that is required, the Foreign Banking institution Account Agreement must be physically completed, signed and mailed to the NACS team.

2. My institution is a Foreign Bank which holds an account with the Federal Reserve. Can I submit an OAL form?

   Yes, Foreign institutions that hold an account with the Federal Reserve can leverage Docusign to submit the OAL form.

3. What if my institution does not want to use Docusign or ID.me?

   If your organization does not want to use the Docusign and ID.me process, please contact the NACS team at (800) 309-6156 or email at sys.fso.nacs@mpls.frb.org for an alternate option.

4. Are other versions of an Electronic Signature accepted?

   Only Docusign electronic signatures/ID.me verifications are permitted for the Certificate of Resolutions and Official Authorization Lists.

5. Are there instructions available to assist in the submission process?

   Yes, there are new step-by-step instructions available on the Accounting Services Forms page above the link to each of the new Docusign forms.

Docusign questions

1. What is Docusign?

   Docusign is an electronic signature platform which allows for electronic signatures.

2. I’m a Signer, but I can’t update my email.

   Certain fields are not editable due to the meta data required to process the form. If information is incorrect, you may decline to sign which will void the current OAL form at the institution level. As such, your institution will not be able to continue with this specific submission via the Docusign platform. The form may be resubmitted via the Docusign platform, or the institution may contact the NACS team to discuss alternative options.

3. Can I use Docusign to remove a single Authorized Signer?

   No. To remove a single Authorized signer, please contact the NACS team at (800) 309-6156 or sys.fso.nacs@mpls.frb.org. However, in some instances if you need to make additional changes, it may be easier to simply fill out a new updated form with new signers.

4. Can I use Docusign on a mobile device?

   You can use an iOS or Android device to sign documents. Other functionality, such as sending or managing documents, is not available for mobile devices at this time.

5. Does my institution need a Docusign account to submit and sign a form?

   Your institution does not need a Docusign account to sign a document; however, signers need to create and sign into their account in order to track the progress of the form.

6. How do I track the progress of a Federal Reserve Board Resolution or OAL form submitted through Docusign?

   You need to create and sign into your Docusign Account to track the progress of the form. Signers can create a Docusign account by following the Docusign Account activation steps. Additionally, you may call or email the FSO NACS at 1-800-309-6156 or sys.fso.nacs@mpls.frb.org for form status at any time.

ID.me resources

ID.me is identity verification technology that replaces traditional notarization for the Authorizing Officer and Certifying Official (if applicable) on the OAL form. We encourage you to review the following resources which include more information on creating your account and troubleshooting:

1. ID.me and Docusign help article
2. Setting up your ID.me account for work
3. Updating your account email address
4. Removing your work email from a duplicate account
5. Troubleshooting multi-factor authentication (MFA)
6. What is the ID.me Privacy Bill of Rights?
7. Submitting a help desk ticket for ID.me

NOTE: Before using ID.me to sign in to Docusign for the first time, you’ll need to make sure the work email address that you use with Docusign is on your ID.me account. You can then return to the email you received from Docusign and sign in with ID.me.

If you are creating an account for the first time, visit the ID.me Help Center, select “Creating an ID.me account for the first time?” and follow the steps to create an account with your work email address, add the email you use with Docusign, and verify your identity. You can only have ONE ID.me account, but you can add many email addresses (work, business, personal) to that ID.me account.