It's more important than ever to make doing business with your clients as efficient as possible. Now you can submit Beneficiary change requests quickly and easily through the My Advisor Dashboard. The eSignature section on the dashboard gives you access to online forms and applications that can be signed digitally, giving you a more convenient way to work with your clients. |
New form available for eSignature: Beneficiary Designation Form (D-0017) |
The popular and frequently used D-0017 form has now been made available as an eSignature form on My Advisor Dashboard. The form allows you to name or change the beneficiary on an existing policy or contract, name additional beneficiaries, and acts as a supplement to a new application. All you need to do is complete the form and have your client sign it electronically. Other forms that are already available to you as eSignature forms on My Advisor Dashboard include: - INP-125A - Investment Change Form for Empire Life Class products and GIF contracts
- C-0170(a) - Electronic PAD agreement
Updates will be provided as more forms and applications are enabled for eSignature. eSignature forms are secure, encrypted and can be instantly signed anytime, anywhere, and on any device. Save yourself and your clients valuable time and money while saving the environment.
Not registered yet? My Advisor Dashboard can make your life easier with real time application statuses and self-service transactions, and we continue to enhance it with features that you have been asking for. 
FOR ADVISOR USE ONLY | 