Welcome to At Your Service Your Place for NL Service Updates

September 1, 2024

DocuSign Frequently Requested Forms

This service is available to simplify the submission of your forms to NLG.

On occasion, additional forms are needed in order to finish processing your New Business and Contract Change applications. You can use DocuSign to obtain customer signatures on the forms and submit them to NLG. Simply, obtain the current version of the form through Merrill Forms – available on your Agent Portal – and follow the instructions below to initiate DocuSign.

Agent-Initiated DocuSign Accepted

Most forms are eligible for signature through the DocuSign process. Some of the most frequently requested forms are listed below. Be sure to review the DocuSign Instructional process and helpful DocuSign tutorials below.

 

 

DocuSign Cannot Be Used For:

  • Forms for NY business
  • Claims forms
  • Forms that require notarization

 

DocuSign Process

  • You must use a specific 20717 “Consent to Do Business Electronically” form.
    • A 20717 consent form is required for each individual signing digitally, including the agent(s).
    • The consent form must be the first thing the client (and any necessary signor) sees/signs in the process (for regulatory reasons).
  • The envelope must be returned to the appropriate email address, which allows us to retrieve the completed envelope and audit trail.

We also highly recommend setting access codes when sending. These are simply a password that you communicate with your client separately from the DocuSign email. This increases security and ensures nobody else can access or sign the document.

DocuSign Tutorials 

 

When you’re sending an envelope to a client, the screenshot below should be how it appears, with the consent form as the first document, and sent to the appropriate email as a Carbon Copy in the last step.

Life New Business

(Click to enlarge images)

Annuity New Business

(Click to enlarge images)

TC143963(0824)1

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

TC110263(1019)1

For Agent Use Only – Not For Use With The Public

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