How do I complete an e-sign request in Altruist?

If you have Altruist accounts open, and your planner needs to send you a document related to your open accounts, they will send the e-signature request directly through Altruist. See below for how to complete this request.

Some items that might be sent to you:

• Asset transfer form - a transfer into Altruist from an outside account
• Internal transfer request - a transfer between Altruist accounts
• IRA distribution form - a transfer from an IRA account for reasons including recharacterization of contributions, removal of excess contributions, a rollover of the account, or to take an RMD
• One and the Same Letter - if you are transferring assets that are in a different name than your account openings (such as a maiden name), you will need this form to accompany a transfer
• Adoption Agreement for Solo 401(k) - this document is to establish your 401(k) plan for your solo 401(k) account(s). If you are opening an account in Altruist for the first time, this agreement will come from a different e-signature platform.

Complete an e-signature request in Altruist

When you have a document to sign in Altruist, you will receive an email titled "A new agreement is ready for your review." In the email, click "Review & Sign" to be directed to Altruist.

Once logged in, you should be directed to your documents. On the agreements tab (which you should already be on) you will see all of your e-signed documents, complete or ready to sign.

Find the document with a status of " 🟡 Ready to sign"

Then click the link to the right of the status to "Review and Sign"

Once the document loads, click "Get Started" in the top right corner.

The document should be prefilled for you, but be sure to review it to ensure everything looks correct according to what you and your planner discussed. Scroll down to view the full document. To be taken to the next block, you can click "Next Req*" in the top right.

Once you have reviewed the document, click the signature block where it says "Click to sign" to add your e-signature.

A pop up window should then appear to sign. The default option for signing is to draw with your cursor NOTE: you must click and drag for the pen mark to appear.

If you prefer, you can type your signature or upload an image of your hand written signature instead.

To type your signature, click the " ⌨️ Type" option in the middle. Your name should automatically appear in a sans serif font. To change fonts to a script type, click " 🔄 Change Font" in the bottom right corner.

Once you are satisfied with your signature, click "Insert"

Next you should see a banner appear at the top of the document saying "You have completed all required fields. Please click 'Continue'."

Click the green "Continue" button in the top right

Next, confirm that you agree that you are legally signing this document by clicking "I agree" If you need to go back and edit, just click "Edit"

Once complete, you should be redirected to your agreements. The document you just signed should now have a status of " 🟢 Signed."

You may view and download your signed document by clicking "View" on the right.