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We’re pleased to provide you with an update on acceptance of electronically signed requests for OneAnswer Frontier Super and Pension.
This represents the third phase in the roll-out of the enhancement to our OneAnswer Frontier acceptance processes.
Phase I – Introduced the acceptance of electronic signatures for Switch and Adviser Service Fee requests.
Phase II – The service was extended to New Business for OneAnswer Frontier Super and Pension and some select Maintenance requests.
Phase III – From 10 July 2023, DocuSign/Adobe Sign will broaden the acceptance of electronic signatures for withdrawal requests for OneAnswer Super and Pension from advisers with an Adviser Transaction Authority.
This will benefit our clients and advisers by improving the processing time of their requests.
DocuSign/Adobe Sign is a fast and reliable way to electronically sign documents on practically any device from almost anywhere in the world. The digital platform lets users send, sign and manage legally binding documents securely.;
This enhancement allows advisers to obtain client signatures digitally from your clients, helping you and your clients save time, without the need to print and meet in person to obtain wet signatures.
DocuSign and Adobe Sign technology platforms offer secure solutions, so advisers and your clients can complete an electronic signature securely prior to sending the request.
DocuSign/Adobe Sign verification will also allow the business and advisers, to fulfil their obligation to our clients and allow us to verify their identity electronically and process requests in a timely manner.
For the digital client signature to be deemed valid, the following must be sent back to OnePath:
Note:
Please note the following rules apply when using DocuSign and Adobe Sign:
Existing security processes and controls remain in place whether a form is submitted online or by mail. These processes may include identity verification, signature checks and call-backs to confirm sensitive matters. To avoid any processing delays, please ensure OnePath has your client’s current email address on record. We continue to require that instructions be sent from the email address associated with the account.
We must receive the digitally signed withdrawal form along with the ‘certificate of completion’ via email through DocuSign or Adobe Sign.
10 July 2023
If you have any questions or would like further information, please: