Standard Insurance Company The Standard Life Insurance Company

When the e. App has reached “ 100%” completion, the signing process may begin.

Select Use E-Signature. Click here to proceed. For Business Overhead Expense, the owner and

For remote For in-person Two Signing Options signing. Let’s proceed with signing. Send Email

Verify details and contact information for your client here. Click here to email your

Your client will receive an email from you that will look like this sample

A verification process will take place. Your client will complete these fields… … before

Your client may begin the signing process by clicking here. Your client can also

When the client selects Sign Activity, all required forms to be signed will be

Click Sign to continue. Client clicks here each time to move to the next

Client enters their name and city they are signing in. Client clicks here as

After your client completes the signing process, you’ll receive a notice and will be

You can check the status of your application and signing process at any time

After the client has signed, you will complete a similar signing process with the

After you’ve been notified that the owner has signed, you will complete a similar

Your signing steps here will be similar to the steps your client followed. 16

The signing process is now complete and the application is on the way to

The Standard is a marketing name for Stan. Corp Financial Group, Inc. and subsidiaries.

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Standard Insurance Company | The Standard Life Insurance Company of New York For producer use only. Not for use with consumers. The Signing Process Business Overhead Expense

When the e. App has reached “ 100%” completion, the signing process may begin. … or on the progress bar. When this message appears, select continue here… 2 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

Select Use E-Signature. Click here to proceed. For Business Overhead Expense, the owner and the insured may be different. As seen here, both insured and owner are required to sign. 3 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

For remote For in-person Two Signing Options signing. Let’s proceed with signing. Send Email Request. 4 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

Verify details and contact information for your client here. Click here to email your client. 5 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

Your client will receive an email from you that will look like this sample email. The signing process can begin once your client clicks the link in the email. 6 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

A verification process will take place. Your client will complete these fields… … before clicking here to receive a passcode via text. Your client will then enter the passcode (case sensitive) here. 7 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

Your client may begin the signing process by clicking here. Your client can also click here to send you a message. They may also review application documents you sent. 8 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

When the client selects Sign Activity, all required forms to be signed will be displayed one by one. For each form, the client will confirm they have reviewed and agree with the terms. Then the next form will be displayed. By scrolling down on the screen, the entire form can be viewed. Client clicks here to move to the next form. 9 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

Click Sign to continue. Client clicks here each time to move to the next form. 10 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

Client enters their name and city they are signing in. Client clicks here as their last step. 11 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

After your client completes the signing process, you’ll receive a notice and will be able to proceed with the next step. Please note that if a change is needed on the application after the client signs, the application will need to be unlocked by clicking Unlock Application. Note: If you unlock the application, new signatures will be required. 12 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

You can check the status of your application and signing process at any time by referring to the All Activities tab… … or to the Recent Activity section on the Home page. 13 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

After the client has signed, you will complete a similar signing process with the owner by clicking here. 14 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

After you’ve been notified that the owner has signed, you will complete a similar signing process by clicking here. The required forms for an electronic signature will display (number and type of forms may vary). Click these confirmation boxes for each form. When you finish, click Sign. 15 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

Your signing steps here will be similar to the steps your client followed. 16 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

The signing process is now complete and the application is on the way to The Standard’s home office. 17 February 19, 2021 21298 PPT (6/20) SI/SNY e. App Module 2 C | The Signing Process

The Standard is a marketing name for Stan. Corp Financial Group, Inc. and subsidiaries. Insurance products are offered by Standard Insurance Company of 1100 SW Sixth Avenue of Portland, Oregon, in all states except New York, where insurance products are offered by The Standard Life Insurance Company of New York of 333 Westchester Avenue, West Building, Suite 300, White Plains, New York. Product features and availability vary by state and company, and are solely the responsibility of each subsidiary. Each company is solely responsible for its own financial condition. Standard Insurance Company is licensed to solicit insurance business in all states except New York. The Standard Life Insurance Company of New York is licensed to solicit insurance business in only the state of New York.