• e-App will be supported during regular business hours (Mon-Thurs, 7:30AM – 4PM EST and Fri, 7:30AM – 12:30PM EST). We will expand the hours over time.
• For assistance contact Frank Tomasic, ftomasic@nsslife.org, (724) 731-0094 ext. 1004

• The e-App will work on any tablet, iPad, desktop or laptop.

• e-App works with most internet browsers. However, Google Chrome is recommended for the best experience. Other browsers supported are Edge, Safari and Firefox.

• If you are active in the system, it will not log you out. However, if you are idle for more than 10 min, it will time out and you will need to sign back in.

• No, the application is saved during the entry process as you are filling out the application.

• All applications can be located by the application number or the applicant’s name. When you log in, you will be presented with a dashboard of the applications you are working on and those that have been submitted.

• You will receive a confirmation notice at the time of submission that the application was successfully submitted along with the policy number.

• e-App includes an option to electronically submit the Cash with Application via bank draft upon approval.
• Rollovers and Transfers from other investments are supported via the e-App.
• A paper check can be submitted via USPS. Please note the policy number with the check.

• You can view your application on the Agent Portal immediately after submission.

• To ensure that your application is submitted quickly and In Good Order, we encourage you to use the e-App as much as possible. Some forms are not available in the e-App. These forms can be downloaded from the Agent Portal, completed, and submitted separately via email to lbuono@nsslife.org or fax to (412) 770-2142. Please note the policy number received at submission on the form.

The following forms are not available in e-application:

• Florida Suitability forms
• Florida Replacement forms  
• SEP IRA Contribution Agreement
• Coverdell Disclosure
• If there are more than 6 Primary or Contingent beneficiaries, you will need to manually complete the Beneficiary Change Form. Please enter as many beneficiaries as possible using the e-App. Then note any additional beneficiaries and correct percentages on the Request for Beneficiary Change form (Form #RFBC – 001 P). Please indicate in the Comments/Additional Info area on the Agent Report screen that this form is being sent for ADDITIONAL beneficiaries. 

These forms are currently in progress and will be coming soon:
(Until the below forms are added to the e-App process, they will need to be downloaded and submitted separately.)

• For Non-Qualified Internal Transfers – Agreement for the Exchange of Policies Under Section 1035 of the Internal Revenue Code. (Form # AEP(1035) – 012 P)
• For Qualified Internal Transfers – Authorization to Transfer Funds (Form # ATF – 012 P)

• Signatures are collected using DocuSign. They can be collected either face to face using the In Person Signing feature or via email using the Email Signing feature. Signatures can be captured by mouse, stylus or finger signing, or choosing an electronic signature style.
• All signatures must be collected using the same signature collection method – either all in person or all via email.

• Yes. Even though this is an optional field in e-App, NAIC requires this information to be disclosed. If this information is not collected, a new Best Interest Statement will need to be completed and signed by client and resubmitted to NSS Life.

• All fields are required unless indicated as optional.
• If a required field is not completed or an incorrect format is used, the system will display an error message or erase the information within that field.
• All dropdown lists will need to be used as the system does not prefill in information.
• If an application is considered a replacement, the member has the right to request that the disclosure be read out loud.  A helpful hint is for you to have a replacement form available so it can be read out loud if requested.
• If there are additional forms that will be submitted separately, remember to add the policy number from the e-App. This will be assigned when the application is submitted and will show on the Submission Success screen.

• The Access Code is created by the signer. If they forgot their code, the Agent can provide it as it displays on the Submission screen in e-App. If the signer clicked the ‘I Never Received an Access Code’ button, the agent will need to return to the Submission screen, enter a different Access Code if requested, and click on Resend Email.

• Yes, while they can choose their own unique codes, they can all share the same code.

• You create it at the time of signing. All access codes can be viewed on the submission screen in the e-App.