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How does ING eSubmit work?

1. INSURANCE BANKING ASSET MANAGEMENT For agent use only Not for public distribution cn61842052012 Disclosures aaa ING TermSmart policy form series 1315 02 10 may vary by state and may not be available in all states is issued by ReliaStar Life Insurance ora LUASE SAE MN a member of the family of companies Not available in New York ING TermSmart NY policy form series 3314 02 10 not available outside of New York is issued by ReliaStar Life Insurance Company of New York Woodbury NY a member of the ING family of companies Within the state of New or only ReliaStar Life Insurance Company of New York is admitted and its products issued All guarantees are based on the financial strength and claims paying ability of the issuing insurance company who is solely responsible for all obligations under its policies ING ROP Endowment Term YENA MA series 1314 12 09 may vary by state and may not be available in every state not available in New York Itis issued by ReliaStar Life Insurance Company Minneapolis MN ING ROP Endowment Term NY policy form 8313 12 09 not available outside of New York is issued by ReliaStar Life Insurance ol sa of New York Woodbury NY Within the state of New York only ReliaStar Life Insurance Company of New York is admitted and its products issued Both are members of the ING family of companies ING For agent use only Not for public distribution cn61842052012 What is Term
2. Carrier Product iGO e App FOP TermSmart Select the product you want and click Save Changes For agent use only Not for public distribution cn61842052012 Application Tab Proposed Insured Screen The page will refresh and bring you to the Term eSubmit application You can access the e App for your client at any time by clicking on the Application tab Not in Good Order In Good Order Must enter a valid SSN Consecutive numbers will not be accepted Capture the proposed insured s required information and click Next For agent use only Not for public distribution cn61842052012 4 My Cases Smith Mike 2 Million Term Policy Case Information E Application E Proposed Insured Proposed Insured Continued L Proposed Insured Continued L Proposed Insured Continued Beneficiary Information L ProductiRider Information L Payment L Agent s Report L Agent s Report Continued C Agent s Report Continued C Agent s Report Continued L Agent s Report Continued C Validate and Lock Data ae Welcome My Preferences Sign Out Help Take the Tour Term Smart Case Notes Application Next Proposed Insured Please provide information about the Proposed Insured below Personal Information Name Suffix Date of Birth 0248973 Age Nearest 37 MW ODA YYY el Emaan O o Important for e Signature ls Proposed Insured the Owner Y
3. E Application View Forms Proposed Insured i Temporary Insurance Receipt Proposed Insured Continued fanny questions are answered YES or LEAT BLANK vou are not authorized to coffect preniam at ihe fime of application Proposed Insured Continued Proposed Insured Continued You are not authorized to collect premium at the time of application Personal History Owner Payor Hae the Proposed Insured Owner Payor Cont d in the past 10 years had unintentional weight lass or any symptoms of a disease or an impairment tor A Yee No Beneticiary Information which the Proposed Insured s has not consulted a physician ProductiRiider Information ever had or now have any type of heart disease stroke or other vascular disease O ves Wo Payment EFT ever had or now have any type of cancer leukemia malignant tumor or disorder of the immune system 0 ves Wo El Temporary Insurance Fece _ Replacement Information attained age 707 Ore Gi Ne Replacement Yerification _ Health Info Authorization Mest Agent s Report If any of these questions are answered Yes you are not authorized to collect premium at the time of application 4 If answered No the Temporary Insurance Receipt will be included in the completed application packet ING For agent use only Not for public distribution cn61842052012 24 Application Tab Replacement Information and Agent Verification Screens E A
4. General Agent s fs If Yes the Are there additional agents associated with this contract ves No Split required Split will trigger for Please enter information for at least one additional agent associated with this contract upto a maximum of 3 by clicking on completion grid Agent Name If No default is Click here to add Agent ID 100 Click here to add up to 5 additional Note If additional agent information is entered details will agents appear on the Overflow Amendment page of the pdf file ING For agent use only Not for public distribution cn61842052012 25 Application Tab Agent Report Continued Screen Intent to Replace Cae All questions on this screen are required Agents Report Continued will there be a rebate of any kind such as a rebate of premium to the Proposed Insured or Proposed Owner of wee fe Wo Have there been any discussions in which the Proposed Owner has been solicited to directly or indirectly Yes amp Wo sell assign settle or otherwise transfer the proposed policy Cor the rights to t death benefit or an ownership or beneficial interest in an entity that vill own the proposed policy to a lite settlement compan or other third party If Yes the Agent is required to explain Vill the proposed policy an the lite of the Proposed Insured replace a policy that has been sold vee
5. Agent s Report Agent s Report Continued Agent s Report Continued Se e e Lock Application and Proceed ta Signature Process Agent s Report Continued Validate and Lack Data EJ Thank you for using our Electronic Application Hote If you need to edit the application after it is locked you may do so by coming back to this Validate and Lock Data screen located on the lett navigation tree All screens must have Return to Validate and Lock Data screen if you need to heck k to avn Coad Or unlock the application for edits ING For agent use only Not for public distribution cn61842052012 29 Application Tab Validate and Lock Data Screen Refreshed Your application is locked E Owner Payor Cont d E Beneficiary Information B FroductRider Information E Payment i EFT amp Temporary Insurance Receipt D Replacement Information E Replacement Verification Health Info Authorization D Agent s Report D Agent s Report Continued D Agent s Report Continued D Agent s Report Continued D Agent s Report Continued Validate and Lack Data x Checkmarks will change to padlocks when application is locked Your application has been digitally sealed to protect client data from alteration during the signature process Please be aware that unlocking the application will cancel all previously collected signatures and require you to restart the signature process If You need
6. beneficiaries shares will C Agent s Report Continued be distributed equal Click Yes if you wish ese Po oed Contingent Beneficiary Name Relationship Share to enter Conti ngent Click here to add Beneficiary designations l A If No click Next Please enter at least one Contingent Beneficiary All Contingent Beneficiary details entered will appear on the Overflow Amendment page of the pdf file Capture Contingent Beneficiary information and click Save For agent use only Not for public distribution cn61842052012 Application Tab Product Rider Information Screen gt E A pplication Proposed Insured Product Rider Information Proposed Insured Continued k Initial Term Period af Face Amount Proposed Insured Continued a azgi KEUTA Carru Health Class Quoted o Minimum Face Amount is 100 000 00 a Waiver of Premium Rider Owner Payor Owner Payor Cont d F Children s Insurance Rider Beneficiary Information Per product Accidental Death Benefit Rider L guidelines E ProductFider Information __ Payment Accelerated Benetit Rider Replacement Information Replacement Yerification Health Info Authorization Eo Agent s Report Agent s Report Continued Select the riders to add to the application Agent s Resort Continued t Riders selected will trigger additional initial Term Periods and Riders may vary depending on Proposed
7. BLANK on the Conditional Receipt Temporary Insurance Receipt you are not authorized to collect premium at the time of application Agent s Report Continued Agent s Resort Continued V Proposed Insured V Proposed Insured Continued V Proposed Insured Continued IV Proposed Insured Continued Initial Payment Method EFT Initial Payment Amount j Z Personal History I EFT will also be the payment method for al subsequent payments Premium Received From v Frequency of Subsequent Payments Would you like to backdate your policy to save age Owner Payor Z Owner Payor Cont d Beneficiary Information V Product Rider Information Esra Replacement Information Recommendation n Yes No Include comment in Remarks section of Agent Report Page if initial premium is to be drafted upon UW Approval Replacement Verification vvill this be a list bill C Yes No _ Health Info Authorization _ Agent s Report Agent s Report Continued If EFT is selected for initial premium subsequent payments default to EFT amp aent s Report Continued ING For agent use only Not for public distribution cn61842052012 19 Application Tab Payment Information Screen continued Cae E Application Proposed Insured Proposed Insured Continued Proposed Insured Continued Proposed Insured Continued Personal History
8. Occupation Pl s Occupation _ Personal History _ Beneficiary Information Is Proposed Insured employed Yes C Mo _ Product Rider Information Employer _ Payment _ Replacement Information _ Health Info Authorization ORDEAL HONG Agent s Report Continued a nt a oe E T _ Agent s Report Continued GOOO MOM GOO Agent s Report Continued Agent s Report Continued If Yes complete the optional Employer questions or click Next Capture the proposed insured s required information and click Next i j i ING Ao For agent use only Not for public distribution cn61842052012 10 Application Tab Proposed Insured Screen Continued Income amp Tobacco aneh rope save F Back Next ae s iisk View Forms V Proposed Insured S a Proposed Insured Continued v Proposed Insured Continued J Proposed Insured Continued Proposed insured Annual Earned Income E Proposed Insured Continued Required fn Annual interest and Other Income _ Personal History __ Beneficiary Information E Optional Product Rider Information leaner Has the Proposed Insured ever used tobacco or nicotine products of any type or does the Proposed yes C No 7 Insured currently use tobacco or nicotine products of any type Requ ired Replacement Information Replacement Verification Health Info Authorization Agent s Report L Agent s Report Continued
9. Wo azsigned or settled to or wih a settlement or viatical company or any other peron or entity Will the premiums now or in the future be financed Yee ff Wo If Yes lender Identity the source of funds for initial and subsequent premiums and describe any transactions of which you are aware that information will be the Proposed Owner andvor Proposed Inturedi s engaged in or vill engage in to generate such funds e g the sale j assignment or mortgage of property Please also describe the relationship of the source to the Proposed Owner andor required Proposed Insured s If No source of PT cet eas required Proposed Insured lwnrer Infornetion Are you r lated If Yes provide required details of Mext relation ING For agent use only Not for public distribution cn61842052012 26 Application Tab Agent Report Continued Screen Compliance Info a Agent s Report Continued Compliance Information k Consumer Privacy Notice is included in the application Have You delivered the Consumer Privacy Notice to the Proposed Insured s or Proposed Owner f Wes Wo f i packet electronically delivered to the client for e signature Did you obtain the Proposed Insured s Medical Declarations in person and record them inthe presence ofthe O wee O Mo Proposed Insured If No explain in Remarks why and arrange for an exam If No the Agent is required Did you meet pers
10. insureds issue age age nearest or state availability screens for i 4 completion which will be added to the navigation bar for completion Capture required Product Rider information and click Next ING For agent use only Not for public distribution cn61842052012 18 Application Tab Payment Information Screen All payment methods that are available for paper submission are also available for Term e Submit cases E A pplication Proposed Insured Proposed Insured Continued Proposed Insured Continued Proposed Insured Continued Personal History gt aay questions wil be answered YES or LEFT BLANK on the Condifiona Receipa Temporary insurance Receipt wou are pot authorized to collect premium at the time of aoetication Initial Payment Method Initial Payment Amount fF Whole numbers allowed only Owner Payor AM Owner Payor Cont d Frequency of Subsequent Payments So Yes Mo Beneficiary Information Note Voided check deposit slip Product Rider Information een _ Replacement Information Would you like ta backdate your policy to save age is not required if case is e submitted Replacement Verification vvill this be a list bill 9 Yes EJ No _ Health Info Authorization a Agent s Report New Save E Application Views Forms if any questions will be answered YES or LEFT
11. ired Replacement vwener Payor premiums on the policy being applied for f ill b orms WII De triggered for Beneficiary Information Has the Owner or the Proposed Insured discontinued making premium payments surrendered forfeited C vest No com pletion E Mer faint assigned to the insurer or otherwise terminated an existing policy or contract or are they considering doing 307 Payment View Forms Owner Payor Cont d ING For agent use only Not for public distribution cn61842052012 D9 Application Tab Health Info Authorization Screen a iew Forms Proposed Insured a Health Info Authorization Proposed Insured Continued i Proposed Insured Continued This will authorize Personal History to release medical information ta ee Life Insurance Agent Agency Owner Payor Cont d Beneficiary Information Owner Payor aea a aei Description of Personal Representative s Authority or Relationship to Patient EFT Temporary Insurance Receipt B Replacement Information Health Info Authorization screen is not required by ING Replacement Verification Health Info Authorization If applicable enter the health info authorization details and click Next to proceed If not applicable simply click Next 4 F7 Agent s Report Note This page concludes the client portion of the application All remaining pages are specific to agent information and the submission of the case For agent use
12. lf Yes you will be If No click Next C Agent s Report Continued required to complete the to proceed to Agent s Report Continued additional Tobacco Use Personal History j Sa questions see next slide screen Agent s Renort Continued Capture the proposed insured s required information and click Next For agent use only Not for public distribution cn61842052012 14 E Applicatian Proposed Insured Proposed Insured Cantinued Proposed Insured Cantinued Ed Proposed Insured Continued Personal History Beneficiary Information ProductFider Information _ Payment _ Replacement Information Replacement Yerification Health Info Authorization Agent s Report Agent s Report Continued Agent s Report Continued Agent s Report Continued Agent s Resort Continued Application Tab Proposed Insured Screen Continued Tobacco cont a Proposed Insured Annual Earned Income Annual Interest and Other Income Total Met vYorth C If Yes enter Aa the additional 7 required Tobacco Use questions Please check all that apply triggered Indicate Type Currently Use Amount and Frequency Month ear Last Used ey Y Y Y If Currently Yes enter es the required Ww E wy Chewing Tobacco C ves No ee Amount and io Frequency epee information fv Nicotine Patch and click Next If Currently Use is No enter the required Amount a
13. reviews your application by clicking on the link belowe You weil be asked to acknowledge your acceptance of the application and disclosures and consents prior to amp Signing Please note that Fir tox browser is not currently Supported for the electronic signature process Please use Internet Explorer 6 0 or 7 0 or Safari for your electronic signature Click here to be directed to your on line application Generic Email Text cannot be altered If You have any questions please contact me Sou may type a personalized e mail message here to include with the above email before clicking Send Message ta Client Type personal message to Client here Click here to Send Message to Client After sending email message to Client click Next ING Bap For agent use only Not for public distribution cn61842052012 35 Application Tab Proposed Insured s e Signature Screen Confirmed The Proposed Insured s e Signature Screen will refresh with a confirmation message after the email to the Client has been sent If Client did not receive the email or the link has expired click here to Resend Message to Client Resend Message to Clen e mail was successfully sent to your client If YOU need to change B his data or resend this e mall you may do 0 by returning to This screen making any necessary changes and clicking the Resend Message to Cent button Click Next to procee
14. signature method m l eee Electronic Submission is Signature selection eSignature Review electronically sign and electronically submit via the internet To eSign the following criteria must be met RECOMMENDED e Signature is a secure 2 All signers must have access to the Internet and have thet own email address and easier way to submit 1 Agent must collect the email address for ach Signer your ING business faster 3 Alf signers musi agree to use ihe eSignature process 4 Ali Signatures must be obtained within 5 calendar days Select Signature Method and click Next ING Ps For agent use only Not for public distribution cn61842052012 30 Application Tab e Signature Instructions Screen Cae eSignature Instructions The eSignature process requires each eSigner to review the application on line and agree ta a series of disclosure and disclaimer statements Upon careful review of all information each eSigner will be instructed to click a number of Agree statements This will serve as their electronic signature amp secure process has been put in place to ensure your client s personal information i confidential and secure By completing the information on the folloyving screens each eSigner vill receive a personalized email with instructions on howe to gain access to their electronic application and the steps necessary to collect their electronic signature To begin this process please
15. state where you are signing the application Client enters City in which Signed at State application is being signed in Bee or and clicks Apply Decline eSignature Process Apply eSignature and Submit to Agent esignature Client s final opportunity to Decline or Apply e Signature and submit to Agent a 46 For agent use only Not for public distribution cn61842052012 Agent e Signature Apply e Signature Screen ING N h Arting Agent hereby agree that Agent must By signing below acknowledge my receipt and acceptance of the terms of the current ING Life Companies check both General Agent or Producer Agreement Agreement whichever is applicable including but not limited to any boxes compensation schedules agree to be bound by the terms and conditions of that Agreement unless arm an employeeregistered representative of a Braker Dealer and do not hold an Agreement such that this language is inapplicable understand that may receive an addtional copy of my Agreement andlor current compensation schedule fron the compan by contacting Distributor Services at 87 r 002 5050 Agent clicks Apply gee local Decline eSignature Process Apply eSignature with electronic submission to ING Agent must Apply e Signature in order to submit case to ING electronically For agent use only Not for public distribution cn61842052012 A7 Agent Application Review and e Signa
16. to edit the application ou may do so by clicking Unlock Application and Cancel Signature Process button Once your edits are completed come back to this screen Validate and Lock Data located on the left hand navigation tree to Lack and return to the signature process Unlock Application and Cancel Signature Process You must Unlock the application to make changes Ment If you Unlock the application you will cancel the e Signature process Note Only the Agent has the ability to unlock and edit the application Proceed to Signature Options by clicking Next ING For agent use only Not for public distribution cn61842052012 30 Application Tab Agent Instructions Screen Agent Instructions Please read print or save the Agent Instruction document for reference by clicking the Agent Instructions button neh as provided a generic Agent reminder sheet Agent Instructions Opening the E have provided the Proposed Insured withthe tolowing forms document is required Consumer Privacy Notice before you can proceed Valuable Information About Your Term Lite Insurance Purchase Conditional Receipt Temporary Insurance Receipt R After viewing Agent Instructions click checkbox above and then click Next For agent use only Not for public distribution cn61842052012 31 Application Tab Signature Method Screen Signature Method Please choose a
17. Continued Proposed Insured Continued Personal History E Owner Payor _ Owner Payor Cont d 7 Beneficiary Information ProductiRider Information _ Payment _ Replacement Information Replacement erification Health Info Authorization Agent s Report Agent s Report Continued Agent s Repot Continued Policy Owner Payor Information Owner type Individual x eee E e i Is Residence Address the same as the Proposed Insured Address Yes Wo Residence Address P O Box is not permitted PHD AH Is Residence Address the same as Billing Address Ves Ao Billing Address Address City Soh OR HOS AH Important for e Signature Capture the policy owner s required information and click Next For agent use only Not for public distribution cn61842052012 View Forms If No required fields are triggered for completion Residence Address If No required fields are triggered for completion Billing Address ING 14 Application Tab Policy Owner Payor Continued Screen r Proposed Insured Policy Owner Payor Information Continued Proposed Insured Continued E Application SR eee eee re eae If Yes additional required fields Y Proposed insured Continued Bec eae see See a Yes C No are triggered for completion Proposed Insured Continued k Driver s License Number 5 Driver s Licenze Nu
18. Owner Payor Owner Payor Cont d Beneficiary Information FroductFider Information E _ Replacement Information Replacement Verification Health Info Authorization Agent s Report Agent s Report Continued Agent s Report Continued If Check with App is selected it is assumed that the payment will be submitted immediately under separate cover Ti 1 fany questions wy be answered YES or LES BLANA on bhe Conditional Receipd Tempora insurance Receipt you are not authorized to colect premium at the time of application Credit card i payment Initial Payment Method Credit Card Initial Payment Amount method is not provided as an option if not allowed in Frequency of Subsequent ae Subsequent Payment the state the Premium Received From Payments Amount application was taken Would you like to backdate your policy to save age O Yez O Mo Aill this be a list bill C Yes Mo Credit Gard Payment Authanzatian Is the Cardholder the same as the Policy Owner W wes No lf Credit Card is selected Gumi eG etc ato ca additional required fields Type HK triggered for Expiration Date Ci Payment Amount e MY Y completion Please enter initial payment amount Capture required Payment Information and click Next ING fis For agent use only Not for public distribution cn61842052012 20 Application Tab Temporary Insurance Receipt Screen Cae Save
19. Welcome Owner Test To begin the eSignature process please read the Terms of Use and Electronic Signature Disclosure by clicking an each of the buttons below You may print and retain a copy of these documents for future reference After reading both documents please check the box indicating you have read them and then select ether Agree or Decline The Client must open and read the Terms of Use before they can continue The Client then clicks the checkbox to continue S as Electrome Signature and Records You are applying for an insurance policy using electronic processes which include the use of electronic records and electronic signatures The records include the application and required ancillary forms as applicable such as the product replacement forms and consumer disclosures the Records With your consent we can delnver these Records to you electroncally Please print or download the Records and keep them tor your files The Client clicks I Agree to proceed with the This notice contains important information that you are entitled to receive before you e Signature process consent to electronic delvery Please read this notice carefully and print or download a copy for your files lf Client Declines the Agent must collect wet signatures ING For agent use only Not for public distribution cn61842052012 39 Client e Signature Review Application Screen ING App
20. Your N ree Hi gt Marketing September ae Learn more about LIQM and use this award 4 Compliance amp i L winning Series of emotion based ads in Sept and Reference beyond to help prospective clients understand the ING s Response to A News amp Events Early Growt h Potent j l need for life insurance gt E Hurrican Gustav learn more September 24 2008 gt Education amp Training eae ee es v o ne List of affected gt Tools amp Calculators Quick Links Highlights Louisiana counties Performance Center ja read more x gt Quotes amp Charts i Executive Benefits ING Compensation Resources for all of your Arkansas Department of Insurance ap Wizards Executive Benefits Requires Agent Number Printed on all needs Marketing areas September 24 2008 Life llustration Express Get all atthe details here inrlhidinn what E Status of Pending New Business Pinnacle Club stocks amp Markets Vancouver 2009 nforce Policy Access Quoted at 4 06 PM ET E i l mill Pinnacle Club eee malaclecv Vancouver 2009 DJIA 10851 4852 ING Life PromoCenters B learn more cap spi 1165 5837 ING For agent use only Not for public distribution cn61842052012 3 How do login to Term e Submit One login ID and password gives you access to ING for Professionals and Term e Submit ING Product Center Administration Center gt Life Insurance Home Quick Links gt My Business back to pre
21. ature has been applied to the document Cs that You reviewed An email has been sent to your agent advising himher that you have completed the eSiqnature process After closing this screen you will not be able to access this site again to view your application Please take a moment ta print andlor save a copy of the eSigned application for your records by clicking an the button below Client can click here to View Download Views eSigned application lf you have any questions or need another copy of the eSiqned application please contact your agent the e Signed application Taek You again for easing our Electronic Applicaton Close iGO Forms Client clicks Close iGO Forms to log out of Term e Submit ING For agent use only Not for public distribution cn61842052012 42 Agent e Signature Process Email to Agent T Agent will receive an email when all other signatures are collection which contains a link to the on line application packet Agent must turn off all pop up blockers to access the electronic application i Date Today aq ING eSignature Test Three has completed e Signature Please use the link to Sign an Tue 11 04 2008 3 11 7 KB Test Case has completed e Signature Please use the link to Sign and Submit ING eSignature Notification Supporti ipipeline com To Mayer H Heather All signatures except for yours have now been completed on the ING Life Insurance Applicat
22. click Mext Please use the last 4 digits De your Social Security Number SSM to login to the application tor eSignature This is the PIN number used by the Agent to SSNITIM 6896 access the application AFTER all signing parties have applied his her signature electronically Agent is the last to apply their e Signature after all other signing parties Click Next to proceed i i ING Ao For agent use only Not for public distribution cn61842052012 33 Application Tab Paramedical Exam Order Screen 6 Payment 8 Temporary Insurance Receipt Replacement Information Replacement Information continued Replacement Verification 8 Health Info Authorization 8 Agent s Report 6 Agent s Report Continued D Agent s Report Continued D Agent s Report Continued B Agent s Report Continued Validate and Lock Data Agent Instructions Signature Options Signature Instructions H Paramedical Exam Order A Paramedical Exam Order G Yes No Would you like to electronically request a paramedical exam i sale i If Yes select desired Please select your desired paramedical vendar paramedical vendor and location client would like to be seen Please indicate where vour client would like to be seen Phone j Please note that your request for the paramedical exam will NOT be electronically placed to the vendor until the proposed insured has e signed the application O
23. d _ ING For agent use only Not for public distribution cn61842052012 236 Application Tab e Signature Process Emails Sent Screen Cae eSignature Process E mail s Sent You have successtully sent ema s to the follaying individual s instructing them howe to gain access to their electronic application and the necessary steps that must be completed to collect their electronic signature Mames Emal Address WP oe YYYY Test Case lest casememailaddress com OS 02 201 0 Confirmation of all emails sent to obtain e Signatures YOu KY be nobfed of he following Wa 6 nal message Email notifications 1 65igner fails to login within 5 days of your email being sent will be sent to Agent through 2 eSigner makes three failed attempts to login using their assigned passwords last 4 digits of Social Security Number each step of the e Signature 4 eSigner declines to eSign application collection process 3 eSigner successtully esigns application Your electronic signature weil be required after other eSignatures have been captured After eSigning you weil be able to transmit the completed application to IMs for processing i hank you for using our Electronic Application This completes the agent portion of the eSiqnature process wih the exception of your signature after all other eSigqnatures are captured You may logout by clicking on the Client tab at the top of this page then click the Logout link in the Upper rig
24. e My Cases button from any screen of the application ING For agent use only Not for public distribution cn61842052012 49 My Cases Screen Dashboard View of Existing Cases This screen provides a summary of valuable information for all your cases including client name case description product case status and date last modified Welcome My Preferences Sign Out Help Take the Tour View status of cases My Cases Start New Case Signature Aj mj Qa Check boxies below to Cate Actions First Middle or Last Name Search Clear Search Case Actions View date Name Carrier Status Date ModifiedY the case 4 was last Smith Mike all modified Termsman Started 040010 2 Million Term Policy Ross Josh Sem TermSmart Started 0401 20140 Possible Statuses Moore Angie Termsmart Started 0401 2010 1 Million Term Policy Sort cases by ii Started category by Pending Miller Steve clicking on Ban TermSmart Started 04 04 2040 any of the column Complete headers Started 04 07 2010 Pending Agent Signature Expired Moss Ashley Dominica Linda Termsmanrt started 04 01 2010 heart condition ING For agent use only Not for public distribution cn61842052012 50 My Cases Screen Continued e Signature Status and Resend Emails The e Signature button provides a more detailed view of the status of your cases signa
25. e Submit aaa ING s electronic application platform for ING TermSmart and ING ROP Endowment Term ROP life insurance products Accessed via ING for Professionals website at no cost to the producer Smart Application that facilitates an In Good Order Application at the time of Submission Intuitive tool that provides the agent with all required forms based on responses provided in the application process Replacement forms Questionnaires etc Electronic Signature and Submission process that will pass data and images directly into ING s administrative engine Print wet signature submission method also available if client is hesitant to electronically sign must submit via alternate method ING takes the data as it was entered by the Agent into the Term eSubmit platform reducing the risk of manual data entry errors Increases efficiency of new business submissions and improves end to end process cycle times ING For agent use only Not for public distribution cn61842052012 D Where do I access Term e Submit ING producers can access Term e Submit via the ING for Professionals website Life Insurance ING Product Center Life Insurance Home Life Insurance gt My Business ING VUL ECV amp ING UL ECV Get an EARLY start on growth potential Products one i earn more Ai F eed Gns d gt Forms ae eT Life Insurance Awareness Month LIAM is It is time you leamed
26. es f No Does Proposed Insured have a Drivers License Ol Vee i No Save Wiew Form ING 8 Application Tab Proposed Insured Continued Screen Address E Application Proposed Insured H Proposed Insured Continued _ Propozed Insured Continued _ Proposed Insured Continued _ Personal History _ Beneficiary Information _ Product Rider Information _ Payment Replacement Information _ Replacement verification _ Heath Info Authorization Must enter a valid zip code Proposed Insured Continued Address Consecutive numbers will not be accepted Residence Address 123 Test Avenue HA HOH Please enter a valid Zip Co M Agent s Report ls the Billing Address the same as the Residence Address i Yes Ao _ Agent s Report Continued L Agent s Report Continued Select screen name or click on Back button C Agent s Report Continued to return to previous screen Agent s Resort Continued s3 CATE NS Ao Is the Proposed Insured a U S Citizen a rc Yes No Capture the proposed insured s required information and click Next ING BA For agent use only Not for public distribution cn61842052012 9 Application Tab Proposed Insured Continued Screen Employment Cee E Application Proposed Insured Proposed Insured Curtinued Proposed Insured Continued P Employment E Proposed Insured Continued _ Proposed Insured Continued
27. exam a list of ING s preferred lect al fe vendors will appear nope Phone 800 727 2999 eee Link htp iewe appsnational come all _ Portanedic m EMSi If you select a vendor C contact information will appear Use this area to request atternates optionals including the section of aternative commissions structures where available Note Paramedical Exams can be ordered electronically via Term e Submit Slide 34 provides instructions for the Paramedical Exam Order Screen ING For agent use only Not for public distribution cn61842052012 28 Application Tab Validate and Lock Application Screen Validate and Lock Data Owner Payor Cont d Beneficiary Information Product Rider Information Payment v4 In Good aia Congratulations your application is complete EFT You now qualify for our electronic application submission processing Temporary Insurance Receipt Replacement Information Please click View Form at the top of this page to review your application then click the button belowe to lack the application and proceed ta the signature process If you need to edit the application before locking you may do so by Replacement Yeritication going back ta any screens on the left navigation tree then come back here to the Validate and Lock Data screen using the same navigation tree Health Info Authorization Once application iz locked no changes can be made without unlocking the application
28. ht margin Click Sign Off in top right corner of screen ree ae ING A For agent use only Not for public distribution cn61842052012 37 Client e Signature Process Email to Client Client will receive an email from the agent directly which contains a link to their on line application packet Client must turn off all pop up blockers to access the electronic application Date Today gt John Smith Complete your ING Term Application Tue 11 04 2008 7 34 7 KB Thank you for applying for an ING term life insurance policy To complete the application we need your electronic signature Please review your application and all other forms by clicking on the link below You will be asked to acknowledge your acceptance of the application disclosures and consents prior to signing Please click here to be directed to your on line application Client clicks here to review their application and apply If you have any questions please contact me their e Signature DO NOT REPLY TO THIS MESSAGE Last 4 Digits SSN TIN Client enters the last 4 digits of their SSN or Government issued ID to sign in and review the application package ING For agent use only Not for public distribution cn61842052012 ING 38 Client e Signature Terms of Use amp e Signature Disclosure Screen Reminder Welcome Terms of Use and Electronic Signature Disclosure Client must turn off all pop up blockers
29. iary is eneficiary Information SENNA intorna entered details for 2nd 10th Please enter Priman Beneticianfies up to a maximum of 10 by clicking on gna Total percentage of oss z Priman Denelicianes shares must egual 10098 If no percentages are entered beneficiaries shares will be beneficiaries will appear on the distributed equally Overflow Amendment page Primary Beneticiary Mame Relationship Share of the pdf fi le Click here ta add Please enter at least one Primary Beneficiary i a is required vould you like to designate a Contingent Beneticiary iesi ves Mo Enter Primary Beneficiary s Information Type Relationship ta Proposed Insured ota percentage of Primary B eneficiaies shares mist equal 70096 I no percentages dre entered beneficiaries shares wy be Qsivbuted equal Capture the Primary Beneficiary s information and click Save ING fs For agent use only Not for public distribution cn61842052012 16 Application Tab Beneficiary Information Screen Contingent From 1 to 10 Contingent Beneficiaries can be designated if desired _ Replacement Verification Would you like to designate a Contingent Beneticiary ies ves OC No _ Health Info Authorization Please enter Contingent Beneficia ies upto a maximun of 70 by clicking on grid Total percentage of El egents Report Contingent Beneficiaries shares must equal 700 If no percentages are entered
30. ion for Test Case You now need to review eoign and electronically submit the application to ING Please note that Safari and Firefox browsers are not currently supported for the electronic signature process Please use Internet Explorer 6 0 or 7 0 or Safari for your electronic signature Please click here to be directed to your on line application and enter the 4 digit SSM or PIN code you created to login Agent clicks here to access the application Please do not reply to this email Last 4 Digits SSN TIN Agent enters the last 4 digits of their SSN to sign in apply e Signature and submit to ING ING Be 43 For agent use only Not for public distribution cn61842052012 Agent e Signature Terms of Use amp e Signature Disclosure Screen ING Welcome Terms of Use and Electronic Signature Disclosure Agent must turn off all op up blockers Welcome Writing Agent pop up To begin the esSiqnature process please read the Terms of Use and Electronic Signature Disclosure by clicking on each of the buttons below ou may print and retain a copy of these documents for future reference After reading both documents please check the box indicating you have read them and then select ether Agree or I Decline The Agent must open and read the Terms of Use before they can continue The Agent then clicks the checkbox to continue Electrome Signature and Records bs You are applying for an insura
31. lication Review Please review Your application and all other forme in their entirety for accuracy understanding and agreement This application contains multiple pages and forms If you need to change or update any information or if you have questions please contact your agent After reviewing your application and reading each of the pages that are to be eSiqned please check the box indicating you have read t and then elect ether I Agree or I Decline Client must open and review the application before continuing Client then clicks the checkbox to continue Review Your Application have reviewed the application and read each of the pages that are to be eSigned The Client clicks I Agree to proceed with If Client Declines the Agent must collect wet signatures ING For agent use only Not for public distribution cn61842052012 40 Client e Signature Apply e Signature Screen ING Apply eSignature Owner Test hereby agree that A have read the statements and ansyvrers given in this application and affirm that they are true and complete to the best of my knowledge and belief understand that the Company may seek to rescind or cancel the insurance coverage if there i any material mizreprezentation B This application consists of Part appendices and supplemental questionnaires and will be the basis for any coverage issued on thie application 4ny coverage issues on thie app
32. lication will take effect only upon satiztactian of all the Company s requirements except as otherwise provided in the Conditional Receipt if issued with the same date as this application Except where permitted expressly by statute or regulation no agent or m dical examiner has the authority to waive the answer to any question inthe application ta pass on insurabilty to make or alter an contract or waive any of the Company s right or requirements Mo change inthe amount classification age at any issue plan of Insurance or benefits on thie application shall be effective unless agreed to in writing by the Proposed Insured and Gemer Client must check all four boxes C certify under penalty of perjury that my Social Securitty Tax Identification Number s istare shown and i Care correct and that am not subject to back up withholding Please enter the city and state where you are signing the application Client enters City in which Signed at State application is being signed in Bee or and clicks Apply Decline eSignature Process Apply eSignature and Submit to Agent esignature Client s final opportunity to Decline or Apply e Signature and submit to Agent a For agent use only Not for public distribution cn61842052012 41 Client Application Review and e Signature Complete Screen nature Are Complete Thank you Your application review and eSignature process are now complete and your esign
33. lient e Signature Apply e Signature Screen ING Apply eSignature Owner Test hereby agree that A have read the statements and ansyvrers given in this application and affirm that they are true and complete to the best of my knowledge and belief understand that the Company may seek to rescind or cancel the insurance coverage if there i any material mizreprezentation B This application consists of Part appendices and supplemental questionnaires and will be the basis for any coverage issued on thie application 4ny coverage issues on thie application will take effect only upon satiztactian of all the Company s requirements except as otherwise provided in the Conditional Receipt if issued with the same date as this application Except where permitted expressly by statute or regulation no agent or m dical examiner has the authority to waive the answer to any question inthe application ta pass on insurabilty to make or alter an contract or waive any of the Company s right or requirements Mo change inthe amount classification age at any issue plan of Insurance or benefits on thie application shall be effective unless agreed to in writing by the Proposed Insured and Gemer Client must check all four boxes C certify under penalty of perjury that my Social Securitty Tax Identification Number s istare shown and i Care correct and that am not subject to back up withholding Please enter the city and
34. mber E License State License State and Date of Personal History Birth Owner Payor E Owner Payor Cont d If No additional required field is triggered for completion Date of Birth Beneficiary Information Date of Birth ruled yy Age Nearest hh OO EEY _ Product Rider Information _ Payment _ Replacement Information _ Replacement Verification _ Health Into Authorization E _ Agent s Report Agent s Report Continued lt Agent s Report Continued Capture the policy owner s required information and click Next ING For agent use only Not for public distribution cn61842052012 15 Application Tab Beneficiary Information Screen Primary Once yo E Application Proposed Insured Proposed Insured Continued Proposed Insured Continued Proposed Insured Continued Personal History Owner Payor Owner Payor Cont d El Beneticiary Information Product Rider Information _ Payment _ Replacement Information Replacement verification _ Health Info Authorization E _ Agent s Report Agent s Report Continued Agent s Report Continued Total Percentage for all Primary Beneficiaries must equal 100 If amounts are not entered shares will be evenly distributed u press the Click here to add button from 1 to 10 Primary Beneficiaries can be entered If more than 1 Primary Benefic
35. nce policy using electrome processes which include the use of electronic records and electronic signatures The records inclide the application and required ancillary forms as applicable such as the product replacement forms and consumer disclosures the Records With your consent we can delover these Records to you electromcally Please print or download the Fecords and keep therm for your files This notice contains important information that you are entitled to receive before you consent to electromc delwery Please read this notice carefully and primt or download e enna oi yan Glad The Agent clicks I Agree to proceed with the e Signature process ING 44 For agent use only Not for public distribution cn61842052012 Agent e Signature Application Review Screen ING Application Review All the necessary esignatures have been successtully applied After reviewing your application and reading each of the pages that are to be eSigned please check the box indicating you have read t and then select ether Agree or I Decline Agent must open and review the application before Review Application have reviewed the application and read each of the pages that continuing are to be eSigned Agent then clicks the checkbox to continue Agree The Agent clicks I Agree to proceed with the e Signature process ING For agent use only Not for public distribution cn61842052012 45 C
36. nce the proposed insured and e signed the system will automatically place the order Click Next to proceed i i ING For agent use only Not for public distribution cn61842052012 34 Application Tab Proposed Insured s eSignature Screen Proposed Insured s eSignature By completing the information below sour client will receive a personalized email message instructing them hows to gain access to their electronic application and the necessary steps that must be completed to collect their electronic signature Proposed Inzured Test Case Application will be eSigned by This is the PIN number apa ec la of eSigner s Social Security used by the Client to login and apply their e Signature to the application Eman lessage to Ghent for eSignature To Test Case CEnter eSigner s name as i wil appear on the application E mail Sddress est cacememailaddress com CEnter eSigner Email From Yr hing Agent This page will produce for each person required to Agent s E mail Address writing agent emailaddress com Subject Complete your hes Term Application sign the application E mail Message Each signing party will receive an email from the Agent with a link to the electronic application The Client will be asked to review the application and apply their e Signature Thank you for applying for Mi s term lifte insurance To complete the application we need your electronic signature CeSiqnaturel Please
37. nd Frequency previously used and the Month Year Last Used J Capture the proposed insuread s required information and click Next ING Psy For agent use only Not for public distribution cn61842052012 42 Application Tab Personal History Screen prot ppc gt E Application Proposed Insured i M Prop Proposed Insured Personal Histo K Proposed Insured Continued i Proposed Insured Continued Has the Proposed Insured ever declared bankruptcy ves C No een a ee WOO YY ed Personal History Views Forms If Yes additional required fields are triggered for completion Date Discharged and Details If Yes required Military Questionnaire triggers for completion Is the Proposed Insured or do they intend to become a member of the armed forces including the _ Beneficiary Information Reserves or National Guard _ Product iRider Information M Payment Inthe next 5 years does the Proposed Insured intend to travel or reside outside the US or Canada Cother than a two week or less vacation to Western Europe or the Caribbean UI If Yes required Foreign Travel C Replacement Informati Questionnaire triggers for epacemeni INntormation completion _ Replacement Verification Do you the Proposed Insured anticipate flying a plane other than a commercial pilot racing motor iP Ves an boats automobiles motorcycles or participating in
38. onally with the Proposed Owner and review their Government issued ID O ves No to explain lf Premium was accepted was the Conditional Receipt completed and delivered to the Proposed Insured or r Wes No Proposed Owner All Sales materials used during the sales process were approved by the Company The tollowing are the approved sales materials used in my sales presentation The agent is required to Se steht iae aie materials used in the sales Our Company requires that all replacement sales are made in accordance with the Company s corporate presentation policy le this particular sale in accordance with the Company s corporate replacement policy Yes Capture the required Compliance Information and click Next ING For agent use only Not for public distribution cn61842052012 27 Application Tab Agent Report Continued Screen Requirements Agent s Report Continued Hows much insurance does the Proposed Insured s spouse own payable ta the Proposed Insured or EA other dependents If Yes required to l this application for a juvenile provide parent and Please indicate the amount of lite insurance in force on each parent or sibling sibling in force Father Mother Sibling insurance details Please check the Underwriting requirements ordered _ Blood ProtileHOs _ Inspection Report Mb Exam If you select Fj Treadmill ERS Fj ERG Paramedical Exam Paramedical
39. only Not for public distribution cn61842052012 23 Application Tab Agent Report Screen Writing Agent s Information a aN Proposed Insured Proposed Insured Continued Agent S Report Proposed Insured Continued E Application F kriting Agent s information Additional details will be required for completion Proposed Insured Continued Agent Type Individual C Agency Personal History according to the patie tenth e A Owner Payor Agent Type Owner Payor Cont d selected Beneficiary Information ProductiRider Information Z Agent ID is EFT i i noioe e OOO an ae Temporary Insurance Receipt policy issue Replacement Information Agent Phone Number GOK KOLHE Replacement verification If Agent Licensing is pending enter GA or pending in the Agent ID field Health Info Authorization E Agent s Report anse Le Tl A A Important for e Signature Note Agent SSN Next does not print on the Agent Report Capture required Writing Agent information and click Next ING For agent use only Not for public distribution cn61842052012 24 Application Tab Agent Report Continued Screen Contact Information Cae Agents Report Continued It is highl Contact Fax recommended that GOK HOO HH preferred method of contact information is General Agent Type Individual Agency entered but not required General Agent s Information
40. pplication Proposed Insured Replacement Information Proposed Insured Continued view Forms Proposed Insured Proposed Owner Proposed Insured Continued If any of th Do you have an existing or pending life insurance policy or annuity contract dee MESE Proposed Insured Continued C yes No C Yes No questions are GG 55 Personal History answered Yes J Are you considering using funds trom an existing policy or contract to pay P 7 i P additional requi red Gwener Payor premiums on the policy you are applying for C Yes No C Yes No fields and W Owner Payor Cont d re Pere Replacement forms ave you discontinued making premium payments surrendered forfeited Beneficiary Information assigned to the insurer or otherwise terminated an exting policy or contractor f vos ho Oi ves No will be triggered for TR ERER E are YOU considering doing soy compl etion E Application Proposed Insured MA Prog Agent Replacement Verification R Proposed Insured Continued aaea Peles CEG AER To the best of your knowledge and belief will coverage under an existing life insurance policy or annuity Yes Wo if Prop contract be replaced lapsed surrendered or borrowed against in relation to this application for insurance If any of these Froposed Insured Continued q uestions are Personal History answered Yes ls the Owner or the Proposed Insured considering using funds from an existing policy or contract to pay C ves No requ
41. sky diving or hang gliding B eee _ Heatth Info Authorization If Yes list of activities is __ Agent s Report triggered and is required for Please check all that apply to complete the appropriate questionnaire s A Agent s Report Continued completion E Aviation M Powerboat Motorboat a Motorsports Agent s Report Continued M Agent s Report Continued yp Scuba Diving E Avocation and Professional Sports a Ballooning Select all activities that apply a Agent s Report Continued e Except for traffic violations have you the Proposed Insured been convicted in a criminal C ves No proceeding Required questionnaires will trigger for each activity selected Responses provided will trigger additional questionnaires Have you the Proposed Insured in the last five years had any motor vehicle accidents alcohol or drug related convictions ar other moving violations while operating a motor vehicle If either question is answered Yes X additional required field is triggered for completion Details If No click Next to proceed 1 L as required which will be added to the navigation bar for completion Capture the proposed insured s required information and click Next ING BA For agent use only Not for public distribution cn61842052012 13 Application Tab Policy Owner Payor Screen E Application Proposed Insured Proposed Insured Continued Proposed Insured
42. ture Complete Screen Application Review And eSignature Are Complete TRANK you Your application review and eSignature process are nov complete and your eSignature has been applied to the bernie Agent can click here to View Download the e Signed application After closing this screen you will not be able to access this site again to view your application Please take a moment to print and or save a copy of the eSigned application for your records by clicking on the button below Downloading the file for future reference is highly lt lt a The last step ts to click the button below ta submit your application to IM After submitting the case TRANK You again for easing our Electronic Apprcation AD 10800203 to ING the Policy TERM APPLICATION ReliaStar Life Insurance Company Minneapolis MN Number is stamped onto the application CRITICAL STEP Agent MUST click Submit to ING A PRODUCT INFORMATION 1 Initial Term Period 10 Year 15 Year 20 Year X 30 Year Other 48 For agent use only Not for public distribution cn61842052012 View Existing Cases Quick Access Screen n The View My Cases button will provide you with a dashboard view of your existing cases x Powered by iPipeline Welcome Sign Out Help Take the tour start New Case View My Cases You can also access your My Cases dashboard by clicking th
43. tures and allows you to resend the email to any signing party Pipeline Mly Preferences Sign Out Help Take the Tour eT REE Click e Signature button for a My Cases statnew case f Sinaure detailed view of the case status First Middle or Last Name Clear Sear Check box es below to Case Actions L a Name Carrier Product Status Date Modified Smith Mike ai C NG Termsmarn Started D4f O1 2070 S2 Million Term Policy E O Ross Josh ING ha TermSmanrt Started 0401 2010 Moore Angie _ E G fp Termsmanrt Started 0401 2010 21 Million Term Policy IN i lt C Miller Steve ING fe Termsmart Started 04012010 E Ci Moss Ashley I NG a ROP Started 040172010 Dominica Linda e Signature Cases Pending Resend button de a a Type allows you to Penal ING U S Financial Services resend an email heart condition to any signing EAN ike Smith ESE EE Pending Awaiting Signature Mar 21 2010 4 22PM GMT party email not received email expired etc Detailed e Signature screen provides name email address status and expiration date for each email sent ING 51 For agent use only Not for public distribution cn61842052012
44. ution cn61842052012 5 Case Information Screen Proposed Insured State and Product Sections All yellow fields are required for the application to be In Good Order Application must be In Good Order to utilize the e Signature and e Submit functionality Pipeline ING _ My Cases YYelcome Sign Gut Help Take the tour Start New Case Case be Information Status Started Agent of Record Shared From Shared Ta Date Modified 4222 2010 Note z i ass atti Application data is i es IEE transmitted to ING Date of Birth mmicaiyyyy age O Gender Please select v exactly as entered by the Agent Case Description Capital letters Examples 500 000 00 Kid s Policy Business Policy etc should be used as appropriate Carrier and Product State P lease select se Product Type Please select Capture the required client state and product information and click Find Available Products ING For agent use only Not for public distribution cn61842052012 6 Case Information Screen Select your Product Section Once you press the Find Available Products button a list of available products is displayed An e Sign note is included in the iGO e App column for products where e Signature is available Carrier and Product State Product Type Product Please choose blate and Product Tyee above and chek Find Available Products
45. vious page Products Get started with Forms ING Term eSubmit Term applications are now easier ING Term eSubmit gt gt gt Marketing Compliance amp Reference Who to call News amp Events If you have questions about ING Term eSubmit Just enter all of the necessary information into Term esubmit Our new system will produce the term please contact Education amp Training Insurance application and any other forms needed to submit your business Sales Desk 1566 464 7355 Option 3 a a Then just add your electronic signature and electronically submit to the ING Service Center Quotes amp Charts Or vou can print sign and send Simple Employees Only To access this application you must login with your ING Pro external username and password If you do not have an external username and password tallow the instructions on the external login page ta request one get started with ING Term eSubmit ING Be For agent use only Not for public distribution cn61842052012 4 First screen of Term e Submit Quick Access Screen The first screen to launch when you access the Term e Submit platform is the Quick Access screen This screen allows you to either start a new application or view your existing cases ING N Powered by iPipeline Welcome Sign Out Help Take the tour Start New Case View My Cases For agent use only Not for public distrib

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