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california_illustration_requirements

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California Illustration Requirements

California requires that all pages of a signed illustration are submitted with the life insurance application. Fidelity & Guaranty Life will not be able to process any California applications which do not include this signed illustration.

The e-signature within the e-App platform DOES NOT apply signatures to the illustration; this must be done prior to uploading the illustration to the e-App.

Using FGL web-based or “desktop” illustration software, an NAIC compliant illustration should be generated and presented to the client. The client has the option to “e-sign” the illustration using the technology within our illustration software. Please note: FGL is not able to accept e-signatures utilizing any other tool outside of the FGL-approved technology. Alternately, the illustration can be printed, a “wet” signature collected and then the signed illustration can be scanned and saved to the computer.

Please note: the signature date on the illustration must be on or before the application signed date.

Once all pages of the signed illustration have been saved as a document on the computer, you may proceed by uploading in the e-App platform.

Illustration Instructions in Life e-App:

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You will be presented with a list of the documents available for upload on your computer. Select the correct SIGNED illustration.

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Look for the notification that the upload was successful, and then check the box indicating that you have uploaded the signed illustration.

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california_illustration_requirements.1505147309.txt.gz · Last modified: 2017/09/11 09:28 by bturner