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e-app_faq_s [2019/12/16 13:05]
bturner
e-app_faq_s [2020/03/24 07:47] (current)
bturner
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 ===== e-App FAQs ===== ===== e-App FAQs =====
  
-  * **Do I need to be appointed with F&G to submit an annuity e-App?** \\  Yes, in order to submit an annuity e-App you must have an active annuity contract with FGL and the appropriate state appointments completed.+  * **Do I need to be appointed with F&G to submit an annuity e-App?** \\  Yes, in order to submit an annuity e-App you must have an active annuity contract with F&​G ​and the appropriate state appointments completed.
  
   * **I have completed the application but am not able to submit – help!** \\  There are a couple of reasons you may have this issue:   * **I have completed the application but am not able to submit – help!** \\  There are a couple of reasons you may have this issue:
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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.
  
-  * **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 F&G 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 F&G-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 F&G 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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   * **I am taking an application on a minor who does not yet have 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 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 have an application with a 1035 transfer. Do I need to do anything differently when using e-App or e-signature through e-App?​** ​  ​\\ ​ When you complete the existing insurance and replacement sections of the application,​ ensure you have included all the correct information about the existing coverage and 1035. This will trigger the F&G required forms for 1035, which must be completed. Some carriers do require “wet signatures” on the Transfer Form, and some carriers may have their own specific requirements. You or your client must contact the existing carrier to determine any additional forms, and determine if they require a “wet signature.” ​FGL will not be able to advise you of the specific requirements of any other carriers prior to submission. Should the existing carrier have any specified requirements,​ ensure these are collected and mailed to F&G (including the application number), or upload with the e-App. If the existing carrier needs original documents, the form must be mailed to F&G.+  * **I have an application with a 1035 transfer. Do I need to do anything differently when using e-App or e-signature through e-App?​** ​  ​\\ ​ When you complete the existing insurance and replacement sections of the application,​ ensure you have included all the correct information about the existing coverage and 1035. This will trigger the F&G required forms for 1035, which must be completed. Some carriers do require “wet signatures” on the Transfer Form, and some carriers may have their own specific requirements. You or your client must contact the existing carrier to determine any additional forms, and determine if they require a “wet signature.” ​F&​G ​will not be able to advise you of the specific requirements of any other carriers prior to submission. Should the existing carrier have any specified requirements,​ ensure these are collected and mailed to F&G (including the application number), or upload with the e-App. If the existing carrier needs original documents, the form must be mailed to F&G.
  
   * **I need to make a change to information entered in the e-App, how can I do this?​** ​  ​\\ ​ As long as the signature section has not been initiated, you are able to navigate back to the section to make any necessary changes. If you realize a change is needed after you have collected the signatures, you will need to print the applicable forms and make the appropriate corrections. The client must initial and date those corrections and then submit them to F&​G. ​   * **I need to make a change to information entered in the e-App, how can I do this?​** ​  ​\\ ​ As long as the signature section has not been initiated, you are able to navigate back to the section to make any necessary changes. If you realize a change is needed after you have collected the signatures, you will need to print the applicable forms and make the appropriate corrections. The client must initial and date those corrections and then submit them to F&​G. ​
e-app_faq_s.txt · Last modified: 2020/03/24 07:47 by bturner