eApp Update
Update to iPipeline eApp regarding important signature changes
On February 22, 2025, Thrivent made the following changes to our eApp process:
- In iPipeline eApp, the phone number will be static.
- During the in-person signature process only, clients will now receive a verification PIN via text/SMS that they are required to enter prior to signing the application.
– When you see the Verify PIN screen, the clients themselves must enter the PIN and electronically sign the documents. You cannot do this on their behalf.
– The “in-person” signature process is initiated when the advisors state that the client is either “present” with the advisor or “not present.” When they are present/in-person, the advisor gives control of the mouse/device to the client to sign directly on the advisor’s computer/laptop.
- This update does not change the eSignature process for remote/online sales.
The bottom line:
eSignature capabilities plan a crucial role in executing business processes and meeting the needs of our financial advisors and clients.
- These efforts are designed to mitigate inaccurate signature activity and to ensure new account client(s), as the intended recipients, are the individuals providing the eSignature.
Why it’s important:
- Thrivent continuously refines our controls to enhance the protection of our clients.
- The measures we are implementing now are part of a broader, ongoing effort to strengthen our eSignature capabilities.
- Active monitoring is in place for all eSignature activities to help ensure compliance and safeguard our clients’ interests
Questions? Contact your Thrivent case manager.
View Thrivent’s eSignature bulletin
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