Copy the e-sign link by clicking the 'Copy Link' button.
Send the link to the applicant. If they need assistance, the rest of this article is for them!
Fill in your company name, name, and email address, then click 'Review Application.'
Read the instructions carefully, tick the box, and click 'Proceed.'
Tick the box to agree to use electronic records and signatures, then click 'Continue.'
Review the application thoroughly. Remember,this is an important legal document. Make sure you understand everything in it and willingly consent to its contents.
Whenever you see a red box, click to fill it in.
Whenever you see a yellow 'Sign' square, click to sign.
The first time you sign, you'll have to choose between adopting one of DocuSign's pre-made signatures, drawing your own, or uploading an image of your signature. After you choose, click 'Adopt and Sign.' *Any option you choose will be fully recognized as a legally binding signature for this document.
Review all answers carefully!Remember, we've pre-filled in several answers based on your industry and common business practices. You must ensure all answers are correct.
Once you've finished reviewing the answers, filling out all missing data, and signing in all the necessary places, click 'Finish.'
That's it! Your application will be automatically sent to your agent.