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How to E-Sign Assumption Life Investment Applications

8/26/2024 12:00:00 AM

Assumption Life’s investment platform allows financial advisors to complete applications entirely online, including the collection of client signatures powered by OneSpan.

The video below is provided by onespan.
 

OneSpan Sign - How to E-Sign a Document From Email from OneSpan on Vimeo.

This tutorial will guide you through the process of completing your electronic signature, starting from the email containing the signature request invitation.

  1. From your email invitation, click the link to go to OneSpan Sign and access your documents.
  2. Next, you may be asked to review and sign an eSignature disclosure and consent form. Click the checkbox to confirm that you have read the document and then move your cursor to click the Accept button.
  3. You will then be directed to the document(s) that require you to insert your signature. A document preview will be displayed in the toolbar on the left-hand side of the user interface. 
  4. To eSign the document, simply click on the Signature field. It works like a "Sign button". Next, complete any other required form fields (ex: province). Then, click Confirm. 
  5. Review and sign any remaining documents.
  6. Congratulations! You have successfully signed your investment application with Assumption Life! 
OneSpan is designed to work on iOS and Android devices, and is compatible with most browsers such as Chrome, Firefox and Safari.

Contact your advisor for more information regarding the E-Signature process.