THREE new ways to help make your Savings & Retirement business run smoother
![THREE new ways to help make your Savings & Retirement business run smoother](/advisor/getattachment/e816681a-d161-4d26-a1f0-6ad2266ebd72/400x400.jpg)
As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:
1. Prefilled Fund Transfer Form
The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.
![external-image.jpg external-image.jpg](/advisor/getattachment/b492789d-c2bc-4251-b133-509fc4b4bbdb/external-image.jpg?width=500&height=330)
2. Client eSignature Audit History and Document Download
If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.
![Application-summary-image.jpg Application-summary-image.jpg](/advisor/getattachment/0b3ca18f-9b3f-4761-9b28-266c2dab5a9d/Application-summary-image.jpg?width=500&height=164)
3. Email the Client Contract Info and Fund Facts Before Signing
You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.
![Point-of-Sale-image.jpg Point-of-Sale-image.jpg](/advisor/getattachment/215975d0-6f0d-492d-8aea-78594aee6bdb/Point-of-Sale-image.jpg?width=500&height=186)
Log in to EZcomplete today!
Speak to your Regional Investment Sales Manager to learn more!