Instructions to Sign Electronically
If you process client mailing lists:
- Click the 'I am processing this list for my customer' button and fill in the required information
- Click 'Next' after you have completed filling in the information
- Review what was entered and check the box that you understand an email will be sent to you, the List Owner, and a second broker (if applicable)
- Click the link you receive in the email. The link can be used to: :
- Check whether your client has signed the PAF
- Start an email to let them know they will be receiving an email
- Resend a signature request to your client
- Read and complete the signature portion of the page
- Your client will receive an email with a website link (click here to view sample) and they must read and complete the signature portion of the page
- Once you and your client click 'Confirm Signature' your PAF will be submitted for review (the order in which the forms are signed does not matter)
- You will receive an email confirmation when it has been approved and the PAF will now be visible in your application
If you process only your own data:
- Click the 'I am the owner of the list to be processed' button
- Fill in the required information
- Click 'Next' after you have completed filling in your information and confirm what was entered
- You will receive an email with a website link
- Read and complete the signature portion of the page
- Once you click 'Confirm Signature' your PAF will be submitted for review
- 7. You will receive an email confirmation when it has been approved and the PAF will now be visible in your application
Instructions to complete a paper copy:
- Click the appropriate button: 'I am processing this list for my customer' or 'I am the owner of the list to be processed'
- Fill in the required information
- Click 'I wish to sign a paper copy' under 'Signature'
- Click "Download PAF" button
- Print the PAF
- Gather signature(s)
- Scan the form and email to support@ezpaf.com. You will not be notified the PAF was received until it is approved.