What is the default signing order for roles?

When using either DocuSign or SIGNIX, all roles that have a signature field on the form are listed in the e-sign pop-up. There is a default order in which the roles are listed, which determines the order that each recipient receives the envelope (customers can override the default order with DocuSign if need be).

The default signing order for roles is found in the table below, with the first role listed at the top:

Parent Field Prefix	Field Name	Field Description	Signing Order
own	Owner	Owner of account, contract or policy (not the insured) (client, account owner, primary owner, account holder,owner, customer, individual, contract owner, shareholder, policy owner, applicant)	1
ent	Entity	Entity as the owner of an account ONLY when explicitly defined separately from OWNER - see Owner definition first!	2
trust	Trust	Trust as an entity with the person name represents the trust executor or owner	3
ccown	Credit Card Owner	Credit Card Owner or Signer	4
poa	Power of Attorney	Power of Attorney	5
pown	Prior Owner	Prior Owner	6
bown	Beneficial Owner	Beneficial owner of account, contract or policy	7
bown1	Individual Beneficial Owner 1	Individual beneficial owner 1 of account, contract or policy	8
bown2	Individual Beneficial Owner 2	Individual beneficial owner 2 of account, contract or policy	9
bown3	Individual Beneficial Owner 3	Individual beneficial owner 3 of account, contract or policy	10
bown4	Individual Beneficial Owner 4	Individual beneficial owner 4 of account, contract or policy	11
bown5	Individual Beneficial Owner 5	Individual beneficial owner 5 of account, contract or policy	12
bown6	Individual Beneficial Owner 6	Individual beneficial owner 6 of account, contract or policy	13
cown	Contingent Owner	Contingent owner of account, contract or policy (not the insured) (client, account owner, primary owner, account holder,owner, customer, entity, individual, contract owner, shareholder, policy owner)	14
ctrl	Control Person	Person in control of account	15
tte	Trustee	Trustee	16
ptte	Prior Trustee	Prior Trustee	17
ctte	Contingent Trustee	Contingent Trustee	18
plantte	Plan Trustee	Plan Trustee	19
pplantte	Prior Plan Trustee	Prior Plan Trustee	20
ins	Insured	Insured	21
pins	Prior Insured	Prior Insured	22
ann	Annuitant	Annuitant	23
pann	Prior Annuitant	Prior Annuitant	24
cann	Contingent Annuitant	Contingent Annuitant	25
app	Applicant	Applicant (when not the owner or insured)	26
biz	Business Profile	Business Profile	26
pbiz	Previous Business Profile	Previous Business Profile	26
loc	Business Location	Business Location	26
cus	Custodian	Custodian (has the fiduciary responsibility for a minor child)	27
pcus	Prior Custodian	Prior Custodian (has the fiduciary responsibility for a minor child)	28
guard	Guardian	Guardian or responsible individual	29
pguard	Prior Guardian	Prior Guardian or responsible individual	30
authind	Authorized Individual	Authorized Individual, Employer or Plan Sponsor who is authorized to manage the account	31
pauthind	Prior Authorized Individual	The prior or existing Authorized Individual, Employer or Plan Sponsor who is authorized to manage the account	32
stakeholder	Stakeholder	Account stakeholder who has an interest in the account (can include authorized individuals)	33
int	Interested Party	Interested Party	34
planadm	Plan Administrator	Plan Administrator for benefit plans	35
par	Participant	Participant	36
fid	Fiduciary	Fiduciary is the person with financial responsibility for the account	37
contact	Contact	Contact person	38
petitioner	Petitioner	Petitioner	39
petitionermom	Petitioner Mother	Petitioner Mother	40
petitionerdad	Petitioner Father	Petitioner Father	41
father	Father	Father (dad)	42
spou	Spouse	Spouse to the account owner, when specifically called for (not a replacement for Owner 2)	43
mother	Mother	Mother (mom)	44
prnt	Parent	Parent to someone identified on the form, when specifically called for (not a replacement for Owner or Custodian)	45
gprnt	Grandparent	Grandparent to someone identified on the form, when specifically called for (not a replacement for Owner or Custodian)	46
sib	Sibling	Sibling brother, sister, half-brother, half-sister, etc.	47
fam	Family	Family members including spouse, partner and children	48
child	Child	Child (son, daughter)	49
ustaxpayer	US Taxpayer	US Taxpayer who signed document when different than the owner	50
dep	Dependent	Dependent (not necessarily a minor)	51
min	Minor	Minor (for custodial accounts)	52
wit	Witness	Witness of client signature or actions	53
asn	Assignee	Person who is being assigned to a policy or contract	54
grant	Grantor	Person who is granting something to another	55
pay	Payee	Person who is being paid	56
ben	Beneficiary	Beneficiary	57
oben	Original Beneficiary	Original Beneficiary	58
pben	Prior Beneficiary	Prior Beneficiary	59
cben	Contingent Beneficiary	Contingent Beneficiary	60
med	Medical Examiner	Medical Examiner when qualifying a client for insurance	61
phy	Physician	Client's physician	62
sec	Corporate Secretary	A corporation's designated Secretary who is authorized to act in the role of secretary for the corporation	63
pres	Corporate President	A corporation's designated President who is authorized to act in the role of president for the corporation	64
sig	Signatory	Additional signatories for a document when no other persons on the form fit the signing role and recipients who are not signing but receiving a copy (role number 11 and above)	65
guar	Guarantor	Person who guarantees an account or obligation	66
donor	Donor	Person who is acting as a donor	67
rcpt	Receipt Signer	Person who signed as in receipt of the document	68
ntry	Notary Public	Notary Public who witnesses signatures	69
interp	Intepreter	Intepreter or Translater	70
bnk	Bank Account Information	Bank Account Information (depositor)	96
newbnk	New Bank Account Information	New Bank Account Information	96
fnd	Fund Source for funding application	Fund Source for funding application	97
paralegal	Paralegal	Paralegal	97
lawyer	Lawyer	Lawyer or attorney	98
lawfirm	LawFirm	Law firm name	99
prep	Prior Rep	Prior Rep (representative, advisor, adviser, agent)	100
rep	Rep	Rep (representative, advisor, adviser, agent)	101
ria	RIA	Registered Investment Advisor	102
princ	Principal	Principal	103
osj	OSJ	OSJ	104
agent	Agent	Authorized Agent	105
tpa	TPA	Third-party administrator or TAMP (turnkey asset management program)	106
cusbank	Custodian Bank	Custodian bank responsible for safeguarding financial assets	107
ccequip	Credit Card Equipment	Credit Card Equipment	199
dec	Deceased	Deceased	998