Electronic signatures on credit applications

June 21, 2022

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Q. I have created our credit application in an Excel format for ease of entry by our customers. It looks much better and allows for macros and hyperlinks. However, this presents a challenge when the application is signed, because Excel allows the signee to type in name versus adding signature like on a PDF document. Is a person’s signature on an Excel document (which the signing person can only type in) considered valid and legally binding? Example: Excel format credit application requires CFO…

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Naturally, this forum doesn’t allow the kind of full information exchange necessary for the Institute of Finance & Management (IOFM) to provide legal advice and the Expert is not a tax attorney in any event. Please understand that the nature of our responses are limited by these constraints as well as the site’s Terms of Use. If you have further questions or suggestions about how we can improve IOFM, please let us know. 
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