Popular Articles
e-App for existing Subscribers with name change
Step-by-step Instructions Error message when uploading application advising existing subscriber or beneficiary name is incorrect When uploading an e-App ...
How to do a transfer in from another institution in e-App
e-App Step-by-step Instructions Transfer In From Another RESP Provider Steps to create an e-App for a Transfer In: Enter Subscriber Information Enter Beneficiary Information In Beneficiary Plan Information section, tick the box next to ‘Plan Transfer ...
How to do an e-App with Remote Signatures
e-App Step-by-step Instructions Enroll Existing Subscribers with Remote Signatures In cases where existing Knowledge First Financial subscribers want to start another plan, Sales Representatives may enroll subscribers remotely, without seeing the ...
How to do Prenatal e-Apps
e-App Step-by-step Instructions Prenatal Enrolments Sales Representatives may enroll subscribers who are expecting, prior to the birth of the baby. Application must be completed (including any deficiency corrections) within 120 days of obtaining the ...
Steps to Follow if e-App is Stuck in Offline Mode
e-App Step-by-step Instructions Steps to Follow if e-App is Stuck in Offline Mode Some Sales Representatives have encountered an issue logging into e-App where the user sees the message: “Error reaching server, switching to offline mode” If you see ...