Will Security Benefit accept photos of wet-signed forms?
Yes. Images must be legible and cropped to take up the full frame before conversion to a PDF. Images can be emailed directly to:
- Annuity Operations: [email protected]
- Mutual Fund Custodial Operations: [email protected]
Tips for Submitting Images
Converting Images to PDFs With Your Phone
iPhone, iPad, or iPod touch Using the Notes App
With Notes, you can scan documents, add a signature, or manually sign a document on your iPhone, iPad, or iPod touch.
Scan a document
Scan a document
If the transferring company will accept a copy of a signature or e-signature instead of requiring an original wet signature, will Security Benefit accept a picture of the transfer form?
We will not be able to know whether the transferring company will or will not accept an e-signature. We will forward what we receive and if they accept it, then they will process the application. If the company doesn’t accept an e-signature, then the application will be deemed to be Not in Good Order. However, if the picture with the e-signature is legible, it should work the same way as a scanned copy of an application. We will accept it as a PDF.
Does Security Benefit want to receive documents with e-signatures with the certificate pages attached?
Yes. We want those documents as well as the certificate page for the signature.
Does Security Benefit want to be copied on the envelope and the other documents that are hidden or should I just upload or fax the forms?
We do not accept the envelope, which requires us to retrieve the document from the DocuSign portal. We must receive the document in a PDF format with the corresponding audit documentation to be considered In Good Order.
What documents can be sent through e-signature vendors?
Accepted insurance documents for e-signatures include an annuity application and any related point of sale or ongoing administration documents for any product sold or issued by Security Benefit. Electronic signatures are permitted on service forms for transactions pertaining to existing First Security Benefit Life Insurance and Annuity Company of New York (FSBL) annuities. Electronic signatures are not permitted on FSBL annuity applications or replacement documents.
What if I do not have the ability to obtain an option for an e-signature (i.e., a transfer form for incoming funds from another company)?
Proceed with pre-populating the form as much as possible, scan it, and email or text it to your client to print and sign. Your client will then need to scan and email or text the document back to you for submission to Security Benefit.