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 customer in person. Please note: Both subscribers on the new plan must be existing subscribers in our system.

The Remote signature process can also be used for new customers where the sales rep has already visited the customers and has verified their ID, if the sales representative has received written approval for an exception from the Director, Compliance.

1. Contact Subscriber and determine details of the plan they would like to start.
   

2. Create e-App and complete all fields
   

3. Click Validate and Save
   
4. Click Close
   
5. At the bottom right of the Application Documents screen, click on ‘Convert to Remote Signature’
   

6. You will see a warning message indicating that this option is only for use with existing Subscribers or when an exception has been granted by compliance to use for new customers. Click Yes
   

Page 1 Updated October 10, 2018

7. E-App will automatically add the document ‘Remote Signature Form – Blank’
   
8. Click Review/Sign Documents
   

9. No signatures are collected at this point as the signatures will be collected on the Remote Signature Form.
   

10. Click Save and Close – you will now see a green circle and tick mark next to both ‘Complete Enrolment Data’ and ‘Review Sign Documents’:
    

11. Click ‘Save to Disk’. One PDF document will be created which includes all forms. The ‘Remote Signature Form’ will always be the last document in the PDF.
    

12. Select a folder on your computer to save the application
    
13. Untick the box next to ‘Hide Sensitive Personal Information’
    

14. Make a note of the password required to open the PDF of the application form. This password is always the last 4 digits of the SIN plus the birth year of subscriber 1.
    
15. Click Save
    
16. Send the PDF of the application form to your customer:
    

1. Mail: print the application form and mail to your customer
   
2. Fax: print the application form and fax to your customer
   
3. Email: create an email to your customer and attach the password protected file.
   

NOTE: DO NOT include the actual password to open the file in the email. You can indicate to the customer that the password is the last 4 digits of the SIN plus the birth year of subscriber 1, or you can contact the customer by phone to provide the password.

17. Please note: If the subscribers were originally enrolled several years ago and have not previously had their ID verified, ask subscribers to take a picture or scan of their ID and forward it to you with the signed Remote Signature form.
    

18. Subscribers will review the application (they can either review on screen or print).
    

19. Subscribers will print the Remote Signature Form, Grant Forms and Plan Transfer Forms (if applicable).
    

20. Subscriber will collect all signatures for the Remote Signature form, Grant Forms and Plan Transfer Forms (if applicable). If any other signatures are required such as custodial parent or other account holder, advise the subscribers to collect those signatures before they sign and date the form.
    

Page 2 Updated October 10, 2018

21. Subscribers return the signed and dated form to the Sales Representative via mail, fax or email (subscriber will need to scan the signed form in order to email). Subscriber does not return the full application, only the two page Remote Signature form, Grant forms and the Plan Transfer forms if applicable.
    

Once signed forms are received by Sales Representative:

22. Print the Remote Signature Form and sign in the Sales Representative section
    
23. Save other documents to a folder on your computer
    
24. Scan signed document and save to a folder on your computer
    
25. Open e-App
    
26. Click on Application number: Application Documents screen will open
    
27. Under the Additional Documents section, click Add
    

28. Click Browse and click on the signed Remote Signature Form

29. In the Specify Document Type section, select ‘Remote Signature Form – Signed’
    
30. Click the Add button again to add any additional documents. RESUME HERE
    

Page 3 Updated October 10, 2018

Page 4 Updated October 10, 2018

31. Click OK: The Signature Date screen will be displayed

32. Enter the Signature Dates of the subscribers (and any other applicable signatures) and Sales Representative:
    

Note: Sales Representative must sign the form within 5 days of the date the subscribers have signed.

33. Close application Documents screen
    
34. Upload application
    

Note: Application must be uploaded within 7 days of the subscriber’s signature.

Deficiency Corrections:

Any changes required due to deficiencies are handled in the usual way:

1. Open the entry screens
   

2. Make Changes
   

3. Validate and Save
   

4. Click Close
   

5. Click on Review/Sign Documents
   

6. Sales Rep signs change log
   

7. Validate and Save
   

8. Upload
   

Page 5 Updated October 10, 2018