Knowledge Check - Smart Forms/eSignature Activity

What is the main benefit of using Smart Forms?

Raymond James Branches have the ability to attach a statement to a transfer form in Smart Forms.

• True

• False

Which Account Transfers eSignature forms are eligible for certain contra firms only?

Who is the approved vendor for eSignature?

Are eSignature forms that have been altered or modified acceptable? Why or Why not?

What forms are Smart Form Eligible? Select all that apply

• 2112

• 1407

• 6095

• 0026

The branch can access the Smart Form by going to

Which of the below is an acceptable e-Signature?

• 
• 
• 
• 

RJ can accept eSignature on Non-RJ forms

• True

• False

Which of the following criteria is required in order for the ACATS BOT to process a transfer utilizing the 1407E ? Select all that apply

• Generated via SmartForms

• SSN matches

• Partial account transfer

• Eligible account type

• Entire account transfer