eSignature Form selection tool

The eSignature Form Selection tool available on Signature Centre allows advisors to obtain Clients eSignature on applications and forms. To access the tool, click on the link below ensuring you select the link that corresponds to the clients preferred language.


Signature Centre

The Signature Centre is a tool that allows you to view and manage the electronic signature status of documents and attachments (if requested) that have been submitted via the Form selection tool.



Reference materials

Guaranteed Investments – AA/GIC

Examples of Guaranteed Investments - AA/GIC signer role selections

Applications:

810-3584 – Application for Superflex Annuity: TFSA
Scenario 1: TFSA policies with a PAC (pre-authorized chequing) (at least one of the PAC payors must be the planholder or their spouse)

    • Select Planholder (if the PAC payor is also the planholder)
    • Select Planholder and select Joint Bank Account holder for PAC (spouse of planholder) (if the bank account for the PAC is jointly owned with the spouse)

Scenario 2: TFSA policies with a PAC (pre-authorized chequing) where the payor is the spouse

    • Select Planholder  
    • Select PAC payor (spouse of planholder)

810-3549: Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF

Scenario 1: Individually or jointly owned policy where (one of) the owner(s) is the annuitant.

Note: For a jointly owned policy, there must be one policy owner and then select the applicable number of joint policy owners.

  • Select Policy owner
  • Select Joint policy owner (if applicable)
  • No other signer role is required
  • The annuitant section must be completed on the application for a joint policy

Scenario 2: Parent/Guardian is the individual owner and the annuitant is under age 16 or under 18 in Quebec.

  • Select Policy owner, Parent/Guardian for annuitant
  • No other signer role is required
  • The annuitant section must be completed on the application

Scenario 3: Parent/Guardian is NOT the individual or joint owner and the annuitant is under age 16 or under 18 in Quebec.

  • Select Policy owner
  • Select Parent/Guardian for annuitant (if not a policy owner)
  • Select Joint policy owner (if applicable)
  • The annuitant section must be completed on the application

Scenario 4: Non-registered individually owned policy where the annuitant is NOT one of the policy owners and a successor annuitant is named.

Note: If a successor annuitant is named on an individually owned policy, a contingent owner should also be named.

  • Select Policy owner OR select Policy owner, Parent/Guardian for Successor annuitant (if applicable)
  • Select Annuitant (if not a policy owner)
  • Select Successor annuitant (if not a policy owner) (if applicable) OR select Parent/Guardian for Successor annuitant (if not a policy owner) (if applicable)

Scenario 5: Non-registered jointly owned policy where the annuitant is NOT one of the policy owners and a successor annuitant is named.

  • Select Policy owner OR select Policy owner, Parent/Guardian for Successor annuitant (if applicable)
  • Select Joint policy owner
  • Select Joint policy owner, Parent/Guardian for Successor annuitant
  • Select Annuitant (if not a policy owner)
  • Select Successor annuitant (if not a policy owner) (if applicable) OR select Parent/Guardian for Successor annuitant (if not a policy owner) (if applicable)
  • The annuitant section must be completed on the application

Scenario 6: Policies with a PAC (pre-authorized chequing) where the payor is different than the policy owner and the annuitant is one of the policy owners.

  • Select Policy owner
  • Select Joint Policy owner (if applicable)
  • Select PAC payor (if not a policy owner)

Scenario 7: Policies with a PAC (pre-authorized chequing) where the payor is different than the policy owner and the annuitant is NOT one of the policy owners.

  • Select Policy owner
  • Select Joint Policy owner (if applicable)
  • Select Annuitant (if not a policy owner)
  • Select PAC payor (if not a policy owner)
Guaranteed Investments – Payout annuity

Examples of Guaranteed Investments - Payout signer role selections

Applications:

3318 – Application for a payout annuity

Note: The Parent/Guardian will need to sign as the Annuitant if the Annuitant is a minor. An additional signature will be required if there is a Trustee for the minor who is different than the Parent/Guardian.

Scenario 1: Individual or sole proprietor owned policy where the policyholder is the annuitant

  • Select Policyholder (acknowledgement) OR select Policyholder (acknowledgement including no death benefit)
  • No other signer role is required
  • Annuitant section must be completed on the application 

Scenario 2: Individual, sole proprietor or entity owned policy where the policyholder is NOT the annuitant(s)

  • Select Policyholder (acknowledgement) OR select Policyholder (acknowledgement including no death benefit)
  • Select Annuitant (if not a policyholder)
  • Select Joint Annuitant (if not a policyholder) (if applicable)
  • No other signer role is required
  • Annuitant section (and Joint Annuitant section, if applicable) must be completed on the application 

Scenario 3: Jointly owned policy where one or both policyholders are the annuitant(s)

Note: For a jointly owned policy, there must be one policyholder and one joint policyholder.

    • Select Policyholder (acknowledgement) OR select Policyholder (acknowledgement including no death benefit)
    • Select Joint Policyholder (acknowledgement) OR select Joint Policyholder (acknowledgement including no death benefit)
    • No other signer role is required
    • Annuitant (and joint, annuitant if applicable) section(s) must be completed on the application 

Scenario 4: Jointly owned policy where the policyholders are NOT the annuitant(s)

Note: For a jointly owned policy, there must be one policyholder and one joint policyholder.

  • Select Policyholder (acknowledgement) OR select Policyholder (acknowledgement including no death benefit)
  • Select Joint Policyholder (acknowledgement) OR select Joint Policyholder (acknowledgement including no death benefit)
  • Select Annuitant (if not a policyholder)
  • Select Joint annuitant (if not a policyholder) (if applicable)
  • No other signer role is required
  • Annuitant (and joint annuitant, if applicable) section(s) must be completed on the application

Additional signer role selections:

Scenario 1: Internal Transfers
If the funds are being transferred to the payout annuity internally and the internal policy has a Preferred/Irrevocable beneficiary

  • Select Internal transfers - Preferred/Irrevocable beneficiary

Scenario 2: Applications signed in Quebec
If Advisor is newly licenced and within their probationary period.

  • Select Supervisor of advisor (QC only)

Scenario 3: Advisor is also the policyholder (Non-registered policies only)
The verifying advisor confirms all of the identification details provided on the application and matches the original identification documents shown to them.

  • Select Verifying advisor (if advisor is also the Client)