NEW on My Advisor Dashboard: eSignature Status for eForms

My Advisor Dashboard has provided details on the eSignature Status for Fast & Full applications and Policy Changes. eSignature Status for eForms now makes it easier to follow up on your clients' forms while saving more valuable time. At a glance, you'll see which eForms are completed or still in progress. 

More details on who signed the eForms

You can see the status for each eSignature by clicking the ">" on the right for each eForm listed on the dashboard. There are four status categories: in progress, completed, voided, or declined. If the form was voided or declined, reach out to our customer service team to restart the eSignature form.  

Save time with these eForms on My Advisor Dashboard:

1. Transfer of Ownership    
2. Financial Changes Request For Life And Health Policies    
3. Electronic PAD Agreement    
4. Beneficiary Designation    
5. Investment Change Form for Class, Class Plus/Plus 2/Plus 2.1 and Empire Life GIF Contracts    
6. Investment Change Form for Elite or Elite XL    
7. RRSP to RRIF Conversion for Class & GIF products 

Check back often as we make more eForms available.