Now accepting DocuSign for in-force forms

Submitted by Victoria on December 22, 2020 - 4:02pm

Use DocuSign for In‑Force Forms

Foresters Financial™ is pleased to announce DocuSign¹ is now also available for the following in-force forms:²

• Application for Conversion
• Policy Loan Request
• Policy Partial Surrender Request
• Policy Surrender Request
• Request for Pre-Authorized Chequing Plan
• Name Change
• Request for Change of Servicing Representative
• Application for Reinstatement
• Policy Change (Non‑Underwritten)
• Exchange Privilege Application
• Identity Verification Corporations and other Entities




	Make Sure Your Business is Processed in a Timely Basis

	• Submission of in-force forms must be made by the Servicing Advisor on record or their MGA • Orphan certificates require the Advisor of Record form to be completed prior to submission of the request • Please do not use the same email address or device as your client for DocuSign e‑signatures and each signor must have their own email address • A copy of the Certification of Completion, provided within DocuSign, must be submitted to Foresters along with the appropriate e‑signed documents • Documents may be submitted securely to Foresters using Bluesky or SecureDocs

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