Data Entry Lending Specialist
Resume:
Electronic Record and Signature Disclosure
CONSENT TO ELECTRONIC RECEIPT OF ELECTRONIC DOCUMENTS AND SIGNATURES
Lincoln Investment Planning, LLC ("we" or "us") and the specified financial product provider or custodian financial institution ("Custodian"), if applicable, may be required to provide to you certain written notices or disclosures as part of the forms and agreements associated with doing business with us or Custodian. We are independent of and not owned, affiliated with or supervised by the Custodian. If the form or agreement presented is our document, such as a disclosure brochure, broker-dealer application, or investment advisory agreement, then this Consent is between you and us. If the form or agreement presented is a Custodian document, such as an account application agreement, then this Consent is between you and the Custodian. We are your agent who chooses which electronic documents to send you for review and electronic signature. This is the case whether those documents are our forms or Custodian forms. You agree to immediately notify us if you receive any electronic document or information that appears to be in error or not intended for you. Described below are the terms and conditions for providing to you such notices and disclosures electronically for your signature through DocuSign, Inc.
Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to these terms and conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of this document. If you want to use electronic documents and signatures, then you must consent and agree to the terms and conditions relating to the system and process that we and the Custodian will use, as set forth below. By checking the "I agree" button below, you will be giving your informed consent and agreement to use the electronic documents and signature system described below to electronically receive, review, and electronically sign paperless documents sent to you in electronic envelopes. You will be agreeing to be bound by any documents you electronically sign the same as if you had received a paper copy of the document and signed it by hand with an ink pen.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you from us or Custodian by contacting us during normal business hours (8:30 a.m. - 5:00 p.m. ET) at 888-***-****, send an email to: ********@*****************.***, or send a letter to: Lincoln Investment, 601 Office Center Drive, Suite 300, Fort Washington, PA 19034, Attn: Electronic Delivery. We may always, in our sole discretion, provide you with any document on paper, even if you have authorized electronic delivery.
Withdrawing your consent
We and the Custodian will ask you for this Consent each time you are given an envelope of electronic documents. Once you give your Consent for an envelope, you cannot withdraw it for that envelope. You can, however, choose not to give your consent in the future when you are presented with subsequent envelopes. If you do this, you will be unable to proceed electronically, and you may be required to use paper documents and signatures. If you give your Consent for an envelope, although you may not withdraw it, you can still choose not to electronically sign any or all electronic documents in that envelope.
Once you electronically sign a particular document, you cannot withdraw the Consent and Agreement for that document, but you can choose to not electronically sign any other documents included in the same envelope. In addition, before you complete an electronic signature of a document, you may cancel and exit the electronic signing process before clicking the 'Confirm Signing' (or other similarly titled button) and closing your browser.
How to Update Your Email Address
Please contact your Financial Professional ("FP") directly if you need to update your email address where we should send notices and disclosures electronically to you.
Minimum required hardware and software
Operating Systems:
Windows 7, Mac OS X, Mac iOS 11
Browsers for SENDERS:
Internet Explorer 11
Browsers for SIGNERS:
Internet Explorer 11, Google Chrome 65, Safari 11, Firefox Standard 59, Firefox Extended 52
Email:
Access to a valid email account
Screen Resolution:
800 x 600 minimum
1024 x 768 recommended
Enabled Security Settings:
Allow per session cookies
Users accessing the internet behind a Proxy Server must enable HTTP 1.1 settings via proxy connection
These minimum requirements are subject to change. If these requirements change, you will be asked to re-accept the disclosure. Pre-release (e.g. beta) versions of operating systems and browsers are not supported.
Your use of the DocuSign system is subject to DocuSign's Terms of Use. We, the Custodian, and DocuSign are not affiliated with each other. Neither we nor the Custodian is responsible for the DocuSign system, and each disclaims any representations and all warranties regarding the DocuSign system. Your use of the DocuSign system is entirely your choice and solely your responsibility.
Security and Privacy Information
In accessing electronic documents and electronically signing them, you should use a computer operating system that has a firewall (software that is designed to prevent unauthorized access to your computer by blocking suspicious people or websites) and that it is turned on and up-to-date. You should also make sure that your computer has anti-virus software that it is turned on and that your subscription is current.
Emails sending you links to envelopes with electronic documents for electronic signature are not encrypted (unless the email expressly says that it is encrypted); but the contents of the envelopes are protected. For security and confidentiality, unencrypted emails will not include your name, full account number, or any other personal identifier. Be aware, however, that some email addresses may use part or all of your name. If you use a work email address, your employer or other employees may have access to your email. As with any form of communication, there is a risk of misdelivery or interception.
DocuSign has agreed with us to safeguard the security and privacy of all confidential customer information. DocuSign's Privacy Policy applies to your use of the DocuSign system. In addition, our Privacy Policy applies to information we receive from you as part of the electronic signature process. Links or references to where you can view ours and Custodian's respective privacy policies may be contained in the email notifying you of the documents on which your electronic signature is requested or the documents themselves. You may also contact your FP to be directed to our and/or Custodian's privacy policy.
Acknowledging your access and consent to receive and sign documents electronically
By checking the 'I Agree' box, I confirm that:
I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF ELECTRONIC DOCUMENTS AND SIGNATURES document; and
I can print on paper the disclosure or save or send the disclosure to a place where I can print it, for future reference and access; and
I will not contest the validity or enforceability of any electronic document I receive or electronically sign because the document and my signature are in electronic form; and
Until or unless I notify my FP as described above, I consent to sign exclusively through electronic means and to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to me.
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