Safe and Quick Contract Delivery Through DocuSign – Coming in November

November 2, 2020

We are pleased to announce we will be implementing electronic contract delivery through DocuSign. Please review these instructions to ensure a smooth DocuSign experience. You will need to provide email addresses for you and your clients as part of the DocuSign process, after which you can count on safe and quick online contract delivery.

How DocuSign Works

1. Review the DocuSign email. You and your client will receive an email from The Standard. Open the email and review the message. Click the button in the email to begin the process.

 

Screenshot of DocuSign Review Document

 

2. Enter your access code. Use the last four digits of your Social Security number followed by your five-digit ZIP code that we have on file for you. Example: 123483333

  • Each person has a unique access code to ensure privacy.
  • If the contract is for a minor, the custodian should use the minor's information for the access code.

 

Screenshot of DocuSign Access Code field

 

3. Agree to sign. Review the disclosure and select the box that says, “I agree to use electronic records and signatures.”

4. Review the contract and sign, if required.

  • If signatures are required: DocuSign will show you and your clients where to sign. After all signatures are complete, each party will receive a final copy.
  • If signatures are not required: You can view, save and print contracts through DocuSign.

 

Email Addresses Now Required

Please provide the following with each application:

  • The client's email address
  • Your email address, so you can get a copy of the contract.

If your client does not have an email address, we’ll email the contract to you, so you can print and deliver it in person.

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message.

 

More About Producer Advisories
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.