<aside>

1. Agent:

   Select ‘Request Signature’ when you land on the signature section of the application.

   

</aside>

<aside>

1. Applicant:

   The applicant will receive an email form Oneday TPA with the subject line Document to sign

   

2. The applicant will need to select the ‘Start Signing’ button

   

3. They’ll be brought the document intro page where they’ll need to select ‘Proceed to Document’

   

4. After the document opens, the applicant will need to check the "I confirm" checkbox and click "Agree & Continue"

   

5. They'll need to review the document and sign the account holder (If the account holder is the insured) section first. They can skip to that section by selecting "Finish"

   

6. When they select the highlighted section, they’ll be presented with the option to type, draw, or upload their signature. Once done, they need to select the ‘ok’ button

   

7. They’ll need to repeat the step above for any other outstanding section sections. By selecting ‘Finish’ they’ll be brought to any outstanding field

   

8. Once finished, they'll need to select "Finish." If all requirements are complete, they'll be taken to an exit page.

   

</aside>

<aside>

1. Agent:

   Click the 'Verify' button. If all requirements are complete, you'll automatically proceed to the next page. If anything is missing, the checkbox will stay unchecked.

   

</aside>