E-signature supported forms
Plum Super accepts electronic signatures (e-signatures) in place of handwritten signatures for certain forms. E-signatures will only be accepted if they are made using an approved e-signature service provider.
We have chosen DocuSign as our preferred provider as they meet very stringent security standards ensuring that our client data is kept safe. We will accept requests from other companies provided they satisfy our mandatory document requirements.
A demo on how DocuSign works can be viewed here.
Please use the link below to view an example of an audit trail & certificate of completion.
The e-signature service providers currently accepted by Plum Super are (however you will need to register to access their services):
- DocuSign
- Adobe Sign
- HelloSign
- Dropbox Sign
- Xplan
- PleaseSign
- FuseSign
- SignNow
- PandaDoc
- MYOB
- Xodo Sign (formerly Eversign)
- Annature
- Conga Sign
Important Information
- The forms listed below will be accepted if signed electronically using one of these approved e-signature service providers.
- In all cases where an e-signature is used, we require a certificate of completion (or equivalent) from the e-signature provider to verify the signature (the email address used for the certificate of completion must match our records).
- If a form doesn’t appear on this list, the form will need to be completed with a handwritten signature before we can accept it.
- For Insurance enquiries, please be aware that we now accept certain forms with electronic signatures. To verify or discuss further, please contact our Contact Centre at 1300 55 7586.
- Adviser service fee authorisation form
- Application form – Plum Personal Plan
- Authority to release information form
- Consolidate your superannuation benefits form
- Contribution form
- Contribution refund request form
- Electronic funds transfer (EFT) request form
- Employer contribution refund request form
- Investment switch and strategy change forms
- Lifetime pension change of details form
- Lump sum cash withdrawal and rollover request form
- Member consent to PIN reset form
- Payment instruction forms and pension withdrawal forms (Excluding insurance related withdrawals) – please note, certified ID may be required to be posted
- Pension application, lump sum cash withdrawal and rollover request form
- Pension change of details form
Call us on 1300 55 7586 opens in new window|tel: 1300557586 Monday to Friday 8am-7pm AEST (8pm daylight savings time).
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