With updates to our business processes, we are making it easier for you to do business with us and minimize the need for in-person contact. Accepting e-signatures is one practice we have updated to adapt to the current situation. To make this process is efficient as possible, follow these best practices to ensure that any document submitted with an e-signature won’t be returned as NIGO (not in good order). 

Best practices are as follows:  

• Use an e-signature provider and ensure that provider is able to supply an electronic transaction summary. Programs such as Microsoft Paint are not valid e-signature providers. 
• You are required to submit an electronic transaction summary(metadata) from your e-signature provider. If your e-signature provider can’t generate a transaction summary, your document will be returned NIGO  
  • For more information on how to obtain a transaction summary contact your e-signature provider 
• Submit any signed documents to us in a secure manner. 
  • Insurance 
  • Segregated funds 
• Review the checklist to ensure you’ve met all the requirements.

We offer solutions with built in e-signature capabilities like SimpleProtect^TM.  

Review the e-signature Checklist and the e-signature Questions and Answers and reach out to your operations contacts if you have questions.