Compliance Forms
Compliance Forms — methods, parameters, and examples for easy-sdk (pip).
Compliance forms are the regulatory documents (W-9, terms of service, processor agreements, etc.) the operator is asked to sign before, or during, doing business on the Easy Labs platform.
Namespace: client.compliance_forms.
Methods
list
forms = client.compliance_forms.list()Returns list[ComplianceForm]. No pagination — the full list is
returned in one call.
retrieve
form = client.compliance_forms.retrieve("form_123")sign
signed = client.compliance_forms.sign(
"form_123",
signer_name="Ada Lovelace",
signer_title="CEO",
signed_at="2026-05-01T15:30:00Z",
idempotency_key="sign-form_123-2026-05-01",
)PUT-based — accepts arbitrary fields via **kwargs for processor-
specific metadata. Returns the updated ComplianceForm.
Object shape
ComplianceForm follows the canonical API shape. Common fields:
| Field | Notes |
|---|---|
id | Always present. |
type | Form type ("w9", "terms", etc.). |
status | "pending", "signed", "expired". |
signed_at | ISO-8601 once signed. |
created_at, updated_at | Standard. |
Examples
Render a "things you still need to sign" panel
forms = client.compliance_forms.list()
pending = [f for f in forms if (f.status or "").lower() == "pending"]
for f in pending:
print(f.id, f.type)Sign during onboarding
client.compliance_forms.sign(
form_id,
signer_name=user.full_name,
signer_title=user.title or "Owner",
signed_at=dt.datetime.now(dt.timezone.utc).isoformat(),
idempotency_key=f"sign-{form_id}-{user.id}",
)