Electronic Signature Process

Electronic Signature Process


Electronic signing is handled by DocuSign with client verification done by LexisNexis.

For assistance with the DocuSign process, please see DocuSign’s support:

How do I sign a DocuSign document

When finished, the DocuSign Certificate of Completion will be appended to the bottom of the PDF forms. This document will be included in the client documentation packet sent to the Custodian.

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