BP Step 4-1 | Proposal Signature Page - Envoy Financial Forms and Administration

1. Instructions

When you are ready to sign, click on step 2 and fill out the form. We will then take this signature and apply it to both the Board Resolution and Memorandum of Understanding portion of this document. Please ensure that you have proper authority to sign this proposal. Once you have signed, you will be directed to a page where you can view, download/print, and store the proposal for your records. We will also use our copy to authorize the beginning of stages of starting your new retirement plan.

Your signature will be used on:

1. The Memorandum of Understanding (See Page 13)
2. The Board Resolution (See Page 14)

2. Sign The Document

BP | DS | Signature Process

Your First Name

Your Last Name

Your Email Address

Your Position/Title

Signature

Clear

Hidden Admin Info

Lookup User Registration Entry based on User Email

Lookup Proposal Entry based on User Email

Email of the User

First Name of the User

Last Name of the User

Organization of the User

Entry ID of Proposal Questionnaire to Update

Entry ID of This Signature Entry

HubSpot | BP | DS | Set Deal Stage

HubSpot | BP | DS | Send New Email

Salesforce - Hidden Data Fields

Record Type to be created

Referral Stage to be set

Opportunity Record Type to Create

Set Opportunity Stage to Proposal Accepted and Signed

Opportunity is Private is False

Opportunity Close Date

Opportunity Owner ID

Opportunity Name

If you are human, leave this field blank.

3. Disclosures

These documents, once signed, will be reviewed by our record-keeping department. Should there be questions, the document may be voided and we will reach out to you to revisit the signature process.