An easy, convenient plan document experience
Sertifi enables you to review and sign all your plan documents online. You can access and print them anytime.
Sertifi enables you to review and sign all your plan documents online. You can access and print them anytime.
You will receive an email from Document Delivery (Sertifi) that includes a link to access, review, and sign your documents.
Repeat this process for all remaining documents. After the documents are signed, all parties will receive notification of completion and the ability to download the final signed copies for their records. This includes the plan administrator, third-party administrator, financial advisor, and trustee(s), as applicable.
Make sure you receive emails from Sertifi.
To ensure you receive the emails from Sertifi, please confirm that the following IP addresses and domains are allowed by your organization's security tools.