You can execute a manual account opening for a 401K Rollover via DocuSign. The funding of this account would have to take place outside of the platform. These are the required steps to execute a manual 401K using DocuSign.
-Login to your DocuSign using your instance of Okta
-Click Send (top navigation, Home, Manage, Send, Dashboards, Reports)
-Click Add a Document
-Click Choose an Online Document
-Click Shared Templates
-Click IRA Application
-Click To enter the investor’s Email and Name field
-If there are any items (highlighted in yellow) that you wish to fill in for the investor, please do so now.
*Please note, Jemstep, Inc. is not a certified DocuSign administrator.