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 subscriber signatures
  

• We recommend having subscribers sign a maximum of 90 days before the due date to allow sufficient time if the baby is born later than expected and if there are any deficiencies requiring correction
  

• If the customer wants to enroll an existing child in addition to the Pre-Natal application, you must complete separate applications so the application for the existing child can be submitted immediately.
  

Steps to create a Prenatal Application on e-App:

1. Create e-App and complete all fields as normal with the exception of the following fields in the Beneficiary section:
   

Pre-Natal Enrolment indicator: Tick this box to indicate that the enrolment is pre-natal

Beneficiary First Name: Can be filled in if known or left blank if not yet determined

Beneficiary Birth Date: Must be populated with the expected date of birth

Initial Deposit Date: Ensure this date is at least 2 weeks after the expected date of birth in case the baby is born later than expected

Prenatal Enrolments Page 1 Updated November 18, 2015

2. Click Validate and Save
   

3. Click Close
   

4. Add the Prenatal Enrolment Consent Form: Under the Application Documents section click on the
   

‘Add’ button, select Prenatal Enrolment Consent Form – Beneficiary 1 and if applicable (in the case of twins), select Prenatal Enrolment Consent Form – Beneficiary 2. Note: If you forgot to add the forms, e-App will prompt you to add them.

5. Ensure you add any other required forms if applicable such as Referral Arrangement Disclosure, Third Party Contributor and PAD form (if funds are coming out of more than one account).
   

6. Click Review/Sign Documents
   

7. Collect All Signatures
   

8. Insert USB Memory Card into computer and click Save to Disk
   

9. Provide Card to Subscribers
   

10. The application is now on hold until the baby is born
    

After baby is born:

1. Obtain Beneficiary First Name, Last Name and actual Date of Birth from subscriber
   

2. Open application and click on the ‘Complete Enrolment Data’ button
   

3. Input Beneficiary First Name, Last Name and actual Date of Birth
   

4. If there is a new prospectus since the original enrolment, you will need to re-select the current prospectus and re-input the deposit frequency.
   

5. Click Validate and Save
   

6. Click Close – there will be a change log created with the changes entered
   

7. Click Review/Sign Documents
   

8. Sales Rep signs change log
   

9. Click Save and Close
   

10. Click Upload
    

Remote Signatures for pre-natal application:

Please note: When using the Remote Signature process, the application must uploaded and approved by Tier2 within 14 days of the subscriber’s signature including any deficiency corrections.

Therefore if you have the subscribers sign remotely for a prenatal enrolment, you will have to re-send the completed application when the baby is born and have the subscriber sign again in order to have the application approved by Tier 2 within 14 days of the subscriber signature date.

Prenatal Enrolments Page 2 Updated November 18, 2015