New eSignature Form Available: Transfer of Ownership Form C-0050

Insurance & Investments
Simple. Fast. Easy.

Clients’ expectations have been changing and it’s more important than ever to make doing business with them as efficient as possible. With the new digital Transfer of Ownership eSignature form, you can submit ownership transfer requests quickly and easily through the My Advisor Dashboard. The eSignature forms 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: Transfer of Ownership (C-0050)

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To transfer ownership of a policy or contract, all you need to do is complete the form and have the current and new owner(s) sign it electronically. Subsequent changes for new owners can be submitted using the following forms that are already available to you on My Advisor Dashboard:

INP-125A – Investment Change Form for Empire Life Class products and GIF contracts
C-0170(a) – Insurance Electronic PAD Agreement
D-0017 – Beneficiary Designation Form

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