E-Signature Process for Life Policy Change

Note: This document applies to eDelivery only, instructions on paper delivery can be found here

Policy Change eDelivery instructions

1. How to Navigate
You will receive an e-mail notification when the policy change documents have been issued to begin the eDelivery process.

Once received, please select the ‘Log in and acknowledge/e-sign’ link to continue:

Each recipient will be required to answer a security question:

•  The advisor enters their advisor code
• The policy owner enters their policy number (in some instances it may be their date of birth in DD/MM/YYYY format)
• The MGA enters their MGA code (the answer is case sensitive)

Once answered, please select ‘Login’ to continue:



Once logged in, you will be required to consent to the ‘eSign Disclosure Document’.
Please select ‘Accept’ to proceed with document review and download:

Note: MGAs are required to select ‘Next’ in order to continue to the next document:

2. The Documents
The following document(s) are included in the eDelivery package, but are not required to be signed during the process. However, an acknowledgment is required by clicking on ‘Accept’:

• Policy Change documents

For most eDeliveries, the documents are only required to be accepted. If an Illustration is included in the eDelivery package, it must be signed to continue. Please see Step 3 for eSigning instructions.
Note: MGAs are set up to review the documents only, and are not required to accept or eSign.

3. How to eSign Documents

Please review all documents. On the left-hand side of the document, you may select the below icon which indicates that an eSignature is required. Clicking on it will take you directly to the eSignatures:


You should see a ‘Sign’ label. Please select this icon to continue with the eSignature:
 
Once e-signed, please select ‘Confirm’ at the bottom of the document to complete the process:

Once the required acknowledgment/e-signatures have been captured, the following message will appear. Selecting ‘Review Documents’ will allow you to go back and review/download the documents:
 

4. eSignature Completion and Document Download

Once all parties have acknowledged/eSigned the documents, an ‘Acknowledgment/eSignature has been completed’ e-mail will automatically be sent to each party.
 
It will confirm that all documents have been acknowledged/signed and provide a link to download the documents.
 

You should download copies of all files and retain them for your records in a secure location.