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Introduction to e-signing on Pulley
How do spousal consents work when e-signing in Pulley?
How do spousal consents work when e-signing in Pulley?

Learn how spousal consents work and are triggered in Pulley.

Support avatar
Written by Support
Updated over a week ago

Spousal Consents can be found in 83(b) Election forms, RSAs, or any Restricted Stock Purchase Agreements. Here’s how you can trigger the spousal consent modal for the stakeholder’s spouse to e-sign the document right on Pulley.

This article is divided into two parts:

  • Part I: How to trigger the spousal consent modal

  • Part II: What grantees and their spouses will see upon signing

Part I: How to trigger the spousal consent modal

  1. Review your templates

    1. Make sure spouse consent field has the Pulley placeholder {{spouse_signature_name}} and/or {{spouse_signature}} in your templates.

    2. If your templates have not been customized, you can find the prompts here while the Pulley placeholders here. You can also contact support@pulley.com or onboarding@pulley.com for assistance.

  2. Issue grants on Pulley.

    1. Once the spouse consent fields are customized, you can proceed with issuing or e-signing grants on Pulley. Find out more about e-signing here.

3. Enter the Agreement details.

a. Fill out the necessary information.

ii. If you wish to issue grants one by one, you can use the “Form” mode.

iii. If you plan on issuing multiple grants of the same agreements at once, you can use our “Spreadsheet” mode.

4. Hit “Collect Signatures”.

a. Once you’re done entering the Agreement terms and you’ve reviewed the documents, hit “Collect Signatures” found on the bottom part of Pulley.

Here’s a video to help visualize the above process.

Part II: What grantees and their spouses will see upon signing

  1. Stakeholders will then receive an invite to accept and e-sign their grants.

    1. As you click to accept the Pulley invites, you will be asked for if you are married.

  2. If married, toggle “Yes”.

    1. By toggling “Yes”, the spouse email portion will appear.

3. Add Spouse’s Email Address.

a. Once you’ve added your spouse’s email address, Pulley will automatically send out invites to your spouse.

b.Stakeholder’s spouse would then be asked to accept and e-sign the holding.

Here’s a video showing how Stakeholders and their Spouses accept and e-sign their holdings.

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