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Q&A: Tips for using e-Signature

04/30/2019

Currently, Principal® offers e-Signatures only through its own platforms such as E-App and Drop Ticket. It’s available in all states except New York.

Does Principal allow e-Signatures via DocuSign?

Yes, we’ll allow an advisor or office to use DocuSign if they have been certified by Principal to use DocuSign.  But we’ll need to make sure the DocuSign contract meets our e-Signature requirements. This functionality is available in all states except New York.

Does Principal allow e-Signatures from other vendors?

No. Currently, the only accepted e-Signature vendor is DocuSign.

What e-Signature requirements does Principal require?

  • The Consumer Disclosure Notice offered by DocuSign must be included in the standard transmission.
  • The e-Signature audit trail must be included in the standard transmission with each submission.
  • Electronic signatures must be authenticated using the DocuSign Access Code Authentication or one of their higher levels of authentication.
  • The advisor or office must confirm who the DocuSign contract authorizes to use e-Signature functionality (one advisor or multiple advisors).
     

How do I certify my DocuSign contract with Principal?

Contact your New Business team or call 800-654-4278. We’ll send you an email with details on how to certify the contract. Once approved, you’ll be added to our list of DocuSign users.



Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal National and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.

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