E-signatures: How to sign your onboarding documents
As part of getting started with T. Mann Financial, you may receive documents to review and sign electronically. The short walkthrough videos below show you how to sign in each platform we use, step by step. If you get stuck at any point, call 541-583-0093 and we will walk through it together.
(Schwab)
(T. Mann Financial)
(Medicare Survey)
(Medicare App)
How to sign a document in DocuSign (Schwab)
DocuSign is used for Schwab account documents. The video below shows you how to review and sign, step by step.
Step-by-step:
1. Open the email from DocuSign. Click the Review Documents button.
2. Read and accept the electronic records and signature disclosure when prompted.
3. Click Start, then click each highlighted field to add your signature, initials, or requested information.
4. Use Adopt and Sign to create your signature the first time, then apply it to each field.
5. When every required field is complete, click Finish.
6. You will receive a confirmation email with a copy of the completed document for your records.
How to sign a document in DocHub (T. Mann Financial)
DocHub is used for T. Mann Financial documents. The video below walks you through signing.
Step-by-step:
1. Open the email invitation and click the link to open the document in DocHub.
2. Select the Sign tool from the toolbar at the top of the document.
3. Create your signature by typing, drawing, or uploading it, then place it in the signature field.
4. Fill in any additional fields, such as the date or your initials, where indicated.
5. Click Sign or Complete to finalize, then follow the prompt to send the signed document back.
6. Save or download a copy for your records when offered.
How to complete the RetireFlo Medicare survey
RetireFlo hosts the Medicare member survey. The video below shows you how to complete and submit it.
Walkthrough: completing the RetireFlo Medicare member survey
Step-by-step:
1. Open the link you received to access the RetireFlo Medicare survey.
2. Verify your identity if prompted, following the on-screen instructions.
3. Review the questions and complete each required field.
4. Apply your signature or confirmation where indicated.
5. Submit the completed survey.
6. Look for a confirmation that your survey was received, and save a copy if one is offered.
How to sign app in PlanCompare (Medicare app)
PlanCompare is the Medicare app used to review and compare plan options. The video below shows you how to get started.
Coming Soon
Walkthrough: signing in to the PlanCompare Medicare app
Step-by-step:
1. Open the PlanCompare link or app you received.
2. Verify your identity or sign in if prompted, following the on-screen instructions.
3. Review the information presented and complete any required fields.
4. Apply your signature or confirmation where indicated.
5. Submit or save your selections.
6. Look for a confirmation, and save a copy if one is offered.