Here are quick links to our most commonly downloaded material.
We recommend that you download/save our PDF forms to your device and use Adobe Reader to complete and save them. By default, your device may open PDF files in your web browser.
Using a browser to complete form fields can cause unexpected results or loss of inputted information. If you do not have Adobe Reader, you can download the latest version for free from https://get.adobe.com/reader/otherversions.
* The fillable life application is for one life, with the option for multiple coverages. If you need to add additional lives, or is a joint plan, we recommend using our e-Application ivari 360.
After completing and signing your form, upload it securely to ivari through our Send documents tool on the Send requests page. To avoid delays in processing your request, the signature on the form must be comparable to what ivari has on file.
Today, many clients prefer to provide e-Signatures for documents that can accept them. It’s quick, easy, and secure. But some documents still require an original signature or could also require an Advisor’s signature. Below you’ll find a quick reference chart showing signature requirements for commonly used forms.
After locating the form your client needs, and checking the e-Signature guidelines, review the e-Signature eligibility and acceptance criteria below to determine the signature requirements. Once a document is signed, it can be sent to ivari through our Send documents tool.
e-Signature eligibility and acceptance criteria
The following chart outlines the eligibility and criteria for accepting Adopted/Pre-formatted e-Signatures and Draw e-Signatures. These changes are effective as of June 1, 2022.
Only accepted if the transaction is initiated by the advisor.
Accepted if the transaction is initiated by either the advisor or the customer.
Requires mandatory use of one of the following ivari approved tools for electronic signatures:
Use of an electronic signature tool from any vendor is accepted.
A secure signature and confirmation must be displayed on the document.
Authentication signature process: A text (SMS) message/phone/email or Access Code must be sent to the customer for accessing and signing the document securely.
An audit/summary page of the electronic signature end-to-end process must be attached with the electronically signed document. The audit/summary must include the date and time of each signature, IP address and email addresses of those signing.
A drawn e-signature must be comparable to the one ivari has on file.
Attach an audit/summary page of the electronic signature end-to-end process if provided by the vendor.
The above Eligibility and Acceptance criteria applies to:
New Business - for all processes outside of ivari 360 / eDelivery
Inforce Business - for all transactions except for Change of Beneficiary in the following provinces: Yukon, Northwest Territories, Nunavut, Saskatchewan, Nova Scotia, and PEI
Contracting - for all transactions
All of the above criteria must be met in order to process the transaction.
Note: E-signatures are not accepted for a Change of Beneficiary transaction in the following provinces: Yukon, Northwest Territories, Nunavut, Saskatchewan, Nova Scotia, and PEI. For these provinces, a wet signature is required.
DocuSign how-to videos
For more detailed information on the DocuSign authentication and e-Signature process, check out these videos: