Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

View the Guide to completing eSignatures

What are the benefits?
● It’s secure because you no longer need to upload or email documents to us.
● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
● Your documents will be processed quickly and efficiently.

How does this work?
● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 


 
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