Online Applications

Login using your Adviser login to https://www.standardlife.ie/adviser/applyonline

Contact prsa_newbusiness@standardlife.ie with the customer's name and the correct email/phone number.

Contact prsa_newbusiness@standardlife.ie with the customer's name and we can resend the email to them.

Contact prsa_newbusiness@standardlife.ie and we will investigate it, they may need to whitelist DocuSign’s domain.

The document may be corrupt, we would recommend creating a PDF from the word document

Yes, you can save progress and resume later. In line with our privacy policy, forms expire if they have not been edited or updated in 30 days.

The dashboard on https://www.standardlife.ie/adviser/applyonline displays the status of the application form. Forms status are “Resume", “Sent for signature”, "Amend" if signature has been declined, or “Submitted” to Standard Life.

Currently data cannot be exported, the completed PDF form can be downloaded for review prior to sending for signature and viewed in DocuSign once sent for signature.

Currently, there is no way to import data to the application forms from other systems.

Yes, an admin user can login and complete the application form and send for signature. When final signature is required, this can be directed to the financial adviser for final signature prior to submission.

Yes, in keeping with our privacy policy, any application form and any data entered will expire in 30 days if the form has not been edited or submitted to Standard Life.

If a signer declines to sign, the admin or adviser who sent the form for signature will receive an email notifying them of the declined signature and containing the reason for decline (if entered by the declining signer).

No, the forms are sent for signature via the Standard Life DocuSign account. There is no cost or administration required to setup.

Once sent for signature, the form cannot be edited unless as customer or employer declines to sign. In this case, the form will become editable again in the dashboard at https://www.standardlife.ie/adviser/applyonline

Yes, the application forms can be accessed and edited on mobile devices. DocuSign signature is also mobile friendly.

A DocuSign account is not required for a client or employer to sign the application form.

No, there are mandatory fields that must be completed to submit the form for signature. The form can be saved and resumed later when all the required information is available.

Any word documents which contain information with additional transfers or other notes may be uploaded at the attachments screen.

Yes, all uploaded attachments will be visible to signatories.