Getting forms signed

There are many ways to get your clients to approve requests including digital approval, wet signature, DocuSign and Adobe Sign.

Ways to get your client to approve a request

Digital approval is available for forms in Adviser Online > Start transaction. You can learn more about the process here.
Wet signature is available for all forms.
DocuSign/Adobe Sign is available for most forms

DocuSign and Adobe Sign

Where you are unable to get a wet signature or utilise digital approval, Australian Retirement Trust will accept digital signatures via DocuSign and Adobe Sign.

We accept digitally signed forms via DocuSign and Adobe Sign, however we do require the below steps to be completed before we can process the request.

DocuSign examples

DocuSign audit trail completed example

DocuSign signature example

The banner for the Certificate of Completion (displaying a green tick confirming the signature is valid) example

You can learn more about DocuSign here.

Adobe Sign examples

Adobe Sign audit trail completed example

Adobe verification example

Adobe Sign signature example

You can learn more about Adobe Sign here.

If you require more information about digital signatures, please contact us.