e-app_faq_s
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| * **Can I view/print my completed application after submission?** \\ Yes! On the main screen for your e-Apps, you will see a list of any applications you have started or completed through e-App. Select the application you wish to view and then go to “Other Actions.” By selecting “Display/Print PDF” on the drop-down menu, you have the ability to see and download the completed application to save, print or send to your marketing organization, as needed. | * **Can I view/print my completed application after submission?** \\ Yes! On the main screen for your e-Apps, you will see a list of any applications you have started or completed through e-App. Select the application you wish to view and then go to “Other Actions.” By selecting “Display/Print PDF” on the drop-down menu, you have the ability to see and download the completed application to save, print or send to your marketing organization, as needed. | ||
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| - | * **Do I need to submit an illustration with the application?** \\ We encourage you to submit all pages of a signed illustration with all applications. In California, all applications must be accompanied by all pages of a signed and dated illustration. The illustration must be signed on or before the application. Use the FGL website illustration software or desktop software to run the illustration. The client may use e-signature for website illustrations, or you may print and have the client sign the illustration. The signed illustration must then be saved to your computer and uploaded during the e-App process. In other states, you may have the option of completing a Statement in Lieu of an Illustration, which you will be prompted to complete during the e-App.</del> | ||
| - | * **How do I use e-signature on the application<del> or illustration</del>?** \\ You must use the e-signature feature within the e-App<del> or within the FGL website illustration software</del> should you wish to collect an electronic signature from your client. We are not able to accept e-signatures utilizing any other tool outside of the FGL-approved technology (that which is automatically available on the e-App<del> and illustration software</del>). For example, signatures captured on a tablet and copied/pasted into the application will not be accepted. “DocuSign”, “Adobe-Sign”, copy/paste or any other means of collecting an electronic signature is not currently approved by FGL and cannot be accepted on e-App or paper applications | + | * **How do I use e-signature on the application?** \\ You must use the e-signature feature within the e-App should you wish to collect an electronic signature from your client. We are not able to accept e-signatures utilizing any other tool outside of the FGL-approved technology (that which is automatically available on the e-App). For example, signatures captured on a tablet and copied/pasted into the application will not be accepted. “DocuSign”, “Adobe-Sign”, copy/paste or any other means of collecting an electronic signature is not currently approved by FGL and cannot be accepted on e-App or paper applications |
| * **I am trying to complete the “agent validation” and received an error in red text stating there is an issue with the agent code. What do I do?** \\ Please contact our contracting team at 800-445-6758, option 4 to determine what is needed in order to complete the requirements necessary to submit the e-App. You can choose to proceed with the application and complete the forms with your client, but you will not be able to submit the application until you receive clearance from contracting and can complete the agent validation successfully. | * **I am trying to complete the “agent validation” and received an error in red text stating there is an issue with the agent code. What do I do?** \\ Please contact our contracting team at 800-445-6758, option 4 to determine what is needed in order to complete the requirements necessary to submit the e-App. You can choose to proceed with the application and complete the forms with your client, but you will not be able to submit the application until you receive clearance from contracting and can complete the agent validation successfully. | ||
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| - | <del> * **If my client is a U.S. citizen, why am I being prompted to complete the Citizenship Questionnaire?** \\ Please ensure in the Personal History section of the application, question #1 is answered correctly to indicate if your client is a U.S. citizen or not. The response to this question is what will generate the Citizenship Questionnaire.</del> | ||
| * **I am taking an application on a minor who does not yet have a state-issued identification, and I am required to enter identification information in order to submit the application. What do I do?** \\ Please enter “child – no ID” or “minor – no ID” in the driver’s license field, select "State Issued" for the type, and indicate the owner's resident state in the drop down menu. You must complete this section, but you are able to provide a statement indicating that the applicant is a child with no driver’s license. If the minor is of legal driving age (16 in most states) and has a driver’s license, this information is required. | * **I am taking an application on a minor who does not yet have a state-issued identification, and I am required to enter identification information in order to submit the application. What do I do?** \\ Please enter “child – no ID” or “minor – no ID” in the driver’s license field, select "State Issued" for the type, and indicate the owner's resident state in the drop down menu. You must complete this section, but you are able to provide a statement indicating that the applicant is a child with no driver’s license. If the minor is of legal driving age (16 in most states) and has a driver’s license, this information is required. | ||
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| * **Can I take/solicit the e-App over the telephone?** \\ No. As is current standard for all FGL annuity applications, the e-App is an in-person application. As part of the agent contract, agents are required to meet with clients in person. In order to assess Suitability of the client and ensure the client understands all aspects of the policy he/she is purchasing. It is also required that the agent verify a valid photo identification, in person, for each individual on the application due to the U.S. Patriot Act. The FGL e-App platform does allow the client to complete the signatures at a later time, after meeting with the agent, to complete the application. This feature is not to be used in place of an in-person meeting with the client, it is to be used in conjunction with an in-person meeting with the client. | * **Can I take/solicit the e-App over the telephone?** \\ No. As is current standard for all FGL annuity applications, the e-App is an in-person application. As part of the agent contract, agents are required to meet with clients in person. In order to assess Suitability of the client and ensure the client understands all aspects of the policy he/she is purchasing. It is also required that the agent verify a valid photo identification, in person, for each individual on the application due to the U.S. Patriot Act. The FGL e-App platform does allow the client to complete the signatures at a later time, after meeting with the agent, to complete the application. This feature is not to be used in place of an in-person meeting with the client, it is to be used in conjunction with an in-person meeting with the client. | ||
| - | * **How do I identify my client’s application on e-App once I have started or completed it?** \\ On the home screen for the e-App, you will see listed all of your activity (started or completed applications) using our e-App platform. This is not a list of your pending business, which can be viewed on Saleslink under My Business > New Business. In order to assist with easy identification of which application belongs to which client, rename the file as you begin (“create”) the e-Application utilizing the client’s name or other identifying information. This would need to be done at the time you begin an application (as shown below) as the name of the e-App file cannot be altered after you click “create.” | + | * **How do I identify my client’s application on e-App once I have started or completed it?** \\ On the home screen for the e-App, you will see listed all of your activity (started or completed applications) using our e-App platform. This is not a list of your pending business, which can be viewed on Saleslink under My Business > New Business. In order to assist with easy identification of which application belongs to which client, rename the file as you begin (“create”) the e-Application utilizing the client’s name or other identifying information. This would need to be done at the time you begin an application as the name of the e-App file cannot be altered after you click “create.” |
| * **Does my client need an email address to apply using e-App?** \\ Yes. If your client has elected to complete an annuity application with you using the e-App platform, they must have the ability to receive communications electronically. There are many free email vendors available on the Internet if your client does not currently have an email address. The agent's email address cannot be used as the client's email address. | * **Does my client need an email address to apply using e-App?** \\ Yes. If your client has elected to complete an annuity application with you using the e-App platform, they must have the ability to receive communications electronically. There are many free email vendors available on the Internet if your client does not currently have an email address. The agent's email address cannot be used as the client's email address. | ||
e-app_faq_s.txt · Last modified: 2020/12/21 10:00 by bturner
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