IA CHANGES - Update! F1EA & Signature Form Removed (as of June 8)

Submitted by Krishan on June 1, 2026 - 2:19pm

BIG CHANGES - If you can please cascade & share with your advisors & sales teams.

Hello Everyone,

Great news—effective June 8, the F1EA Signature Form is eliminated for corporate & third-party payor applications on all new policies (see below) written as if June 08th:

Term
Critical Illness
Non-Par Whole Life (L100)

What’s improved:

No more F1EA requirement = Faster, smoother submissions
Full e-signature capability for corporate + Third Party signatories

New process (simple):

Add the authorized signatory in EVO - enter name + email to send signatures
Client signs electronically - similar as personal policies
Upload company resolution (F51-312A) in Business Tracker (to confirm signing authority)

This is a major step forward in reducing one of the biggest advisor pain points. MANY more enhancements are coming in 2026 - Stay tuned.

Join us to learn more & review all the changes in our NEW Series where we review the EVO Modernized experience is short burts!

iA EVO 2026: Faster Submissions. Smarter Process. Bigger Results

When: Jun 11, 2026 10:00 AM Pacific Time (US and Canada)

Register - https://us06web.zoom.us/meeting/register/4Nb9Th4WSemyr14miVKWKw

CE Credits - .05 CE Credits = BC Advisors only

Hosts - Michelle Kwan & Alfredson Tolentino