Acceptance of Digital Signatures
At Aviva we accept digital signatures across a broad range of new business application form, and existing business policy amendment instructions.
Aviva accepts digital signatures on the following new business application forms. Links to the Aviva DocuSign version of each form have been included. All DocuSign forms are available in the Document Library.
New Business Applications
| Product | Conditions |
| One Member Arrangement /Retail Master Trust | Digital signatures for employer and employee. |
| Corporate Master Trust | Digital signatures for employer and employee. |
| Personal Pension Plan | Digital signature for customer. |
| Retirement Bond | Digital signatures for customer and trustee (where applicable) |
| ARF (Online Keying now available on BrokerSecure) | Digital signatures for customer and trustee (where applicable). Certificate of Investment Source can be completed using digital signatures. |
| PRSA | Digital signature for customer (individual and employer, where applicable). |
| Annuities | Digital signature for customer (and spouse of annuitant, where applicable). Where a trustee signature is needed, they can sign using a digital signature. |
| Savings & Investment (Online Keying now available on BrokerSecure) | Digital signature for customer. |
| Protection ((Online Keying now available on BrokerSecure) | Digital signature for customer. |
Each of the above pension, protection and investment product applications should be submitted together with a copy of the customer’s wet signature taken from, for example, their passport or driver’s licence.
Existing Business Policy Amendments
You can also complete all Retirement Claim Forms using our editable PDFs and collect signatures using digital signatures.
The following instructions are accepted with digital signatures:
- Letter of Authority Requests
- Individual Fund Switches
- Conversion Form
- Investment Instruction Form – SDIO fund
- Direct Debit Mandates for existing policies
- Agency Transfer Requests
- Protection increases
Please review our updated Terms and Conditions before submitting an application or existing policy amendment form with digital signatures.
Find all of the editable forms in the Life & Pensions Document Library.
New Business
- All applications
- All Underwriting questionnaires and Declarations of Health
Life Existing Business
- Cash Request Forms (once docusign cert included)
Pension Existing Business
- SDIO Early Exit Form
- ARF encashment requests