eSignature is ONE simple step with Equitable Life!

eSignature is ONE simple step with Equitable Life!

When setting up an eSign document for a client, simply add eSign@equitable.ca as a non-signing party and we do the rest.
 
It’s that easy!
 
Adding eSign@equitable.ca gives us direct access to the completed eSigned documents directly from the vendor website so you don’t have to send completed documents to Equitable. Equitable will download security embedded document asap from the vendor for fast processing! We can not accept eSigned documents that don’t include eSign@equitable.ca as part of the original client signing process.

 

Vendor Add Equitable in One Easy Step
 
See How it Looks
DocuSign  "CC Receives a Copy" with email: eSign@equitable.ca Guide to Completing eSignatures
 
OneSpan
 
Equitable is to be added on the form as:
Type: "Recipient"
Role: "Reviewer"
Email: eSign@equitable.ca
Adobe
 
Equitable to be added under the "CC" option as a "CC" using the email address eSign@equitable.ca
HelloSign
 
eSign@equitable.ca is to be added on the Does Everything Look Right screen, under the "Does Anyone Else Need to Receive a Copy" field.
Equitable uses OneSpan for our EZcomplete Online Application process and eDelivery
EZcomplete The signatures are captured through EZcomplete, the client(s) and advisor sign the application in Step 8 of the EZcomplete application.
 
The signing process is initiated by Equitable Life.
Guide to Completing eSignatures
eDelivery Equitable sends Contracts
 
The signing process is initiated by Equitable Life.
Clients will automatically receive a “Your review and e-signature are required” email from signers@e-signlive.ca with a link to complete their part of the eDelivery process.
This is all automatically done through Equitable Life’s eDelivery of a Contract system
Advisor Initiated eSignature Vendors
Forms Advisor selects the eSign vendor Advisors can submit forms through a eSignature vendor to Equitable Life.

Please contact your Regional Sales Manager for more information