Electronic Signatures NOT Accepted for BD Changes

Electronic Signatures NOT Accepted for BD Changes

As of 9/15/25 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 - Needs additional form in order to submit via DocuSign. 
- AXA / Equitable
- Bright Directions 529
- BrighterFuture 529
- College Bound
- College Choice
- College Counts
- Columbia Threadneedle/Funds
- Forethought/Global Atlantic
- Genworth
- Guardian
- Ivy Funds
- John Hancock
- JP Morgan Funds (MF only, not for 529. 529 accounts accept Docusign)
- Metlife
- MFS
- Michigan 529
- Nuveen
- Pacific Life
- Penn Mutual
- Pioneer/Amundi
- Principal Funds
- Putnam Funds
- Quest 529 Funds
- Scholar's Choice
- Scudder/Zurich
- Voya/Venerable




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