Electronic Signatures NOT Accepted for BD Changes
As of 4/1/25 these are a list of the carriers who have indicated that do not accept electronically signed Change of BD Forms. Please have the client wet sign the documents.
- Alliance Bernstein
- AIG Sunamerica/Corebridge
- Augustar/Ohio National
- AXA / Equitable
- Bright Directions 529
- BrighterFuture 529
- College Bound
- College Choice
- College Counts
- Columbia Threadneedle/Funds
- Corebridge AIG
- Fidelity
- Forethought/Global Atlantic
- Fortitude Prudential
- Genworth
- Guardian
- Ivy Funds
- John Hancock
- Lincoln Financial
- Metlife
- MFS
- Michigan 529
- Nuveen
- Ohio National/Augustar
- Pacific Life
- Penn Mutual
- Pioneer/Amundi
- Principal Funds
- Putnam Funds
- Quest 529 Funds
- Scholar's Choice
- Voya/Venerable
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Client Packet
Please see the most recent version of our Client Packet. For instructions on how to upload the Client Packet in the Portal, please see: Client Packet - Creating a Case
Firms that will or will not allow Docusign on Forms
Nationwide - YES Equitable - NO John Hancock Life - NO John Hancock 529 - NO Transamerica - NO Touchstone Funds - NO Pacific Life - NO