Online Applications

Login using your Adviser login to https://www.standardlife.ie/adviser/applyonline

The file may be corrupt, if it is a word document that you are trying to upload we would recommend creating a PDF from the word document. 

If it is not a word document, you will need to create a ‘new’ pdf from the file you’re trying to upload. 

To create a new PDF, you need to do the following: 

• Open document/pdf/other 
• Click ‘print’ 
• Select ‘print to PDF’ 
• Save as new file, then upload 

You also need to make sure that the PDF name does not contain special characters. Upload the files one at a time

Yes, this can be done by getting whoever the application is currently with on its DocuSign journey to decline it. This can be the client/employer/trustee/adviser 

• The recipient will need to go into the application (if it’s the client they will need to complete the two step authentication) 
• Click on 'Other Actions' button and select 'Decline' then ‘continue’ 
• Provide the reason why, then click ‘Decline’ 

Once this is done, the application form will become editable from the dashboard at https://www.standardlife.ie/adviser/applyonline

Two emails will be issued regardless if the client and employer are the same person and use the same or different email addresses. The client will need to open each email, click on the review application button and sign once as the client and once as the employer.

If it’s a PRSA or PRSA AVC contact prsa_newbusiness@standardlife.ie with the client's name and the correct email/phone number. If it’s a EPP transfer contact fundtransactions@standardlife.ie with the client's name and the correct email/phone number.

Firstly, ask your client to check their spam/junk folder. If the email is not there, then contact prsa_newbusiness@standardlife.ie if it’s a PRSA or PRSA AVC with the client's name and an alternative email/correct email/phone number or if it’s a EPP transfer contact fundtransactions@standardlife.ie with the client's name and an alternative/correct email/phone number 

For PRSA or AVC application make sure the client has signed the application, you can do this by checking the applications status on your dashboard.  

For all applications ask the employer to check their spam/junk folder, if they still haven’t received it and the email is correct they need to contact their IT team as they may need to whitelist DocuSign’s domain.

To receive the code your client has to click on the ‘send code’ button viewable after pressing the ‘review application’ link in the email from Standard Life. Ensure the telephone number used is correct, if not please visit question, Can I change the email address or telephone number I input for the client, employer, trustee or adviser after submitting the application to Standard Life? (three questions above) for instruction on how to change it. 

Step 1
Press the ‘Sign’ button within DocuSign to open the Adopt your Signature box.

Step 2
This popup will appear

Step 3
Enter authorised signer's name in the full name box as below

 

Step 4
Press 'adopt and sign' to insert the signature on to the application form 

Signing journey to submit application to Standard Life for;  

Synergy Personal Retirement Savings Account (PRSA) and the Synergy Personal Retirement Savings Account AVC (PRSA AVC)  

Transfer from Synergy Executive Pension to Synergy Personal Retirement Savings Account (PRSA)

Yes, you can save progress and resume later. In line with our privacy policy, forms expire if they have not been edited or updated in 30 days.

The dashboard on https://www.standardlife.ie/adviser/applyonline displays the status of the application form. Dashboard statuses are; 

Currently data cannot be exported, the completed PDF form can be downloaded for review prior to sending for signature and viewed in DocuSign once sent for signature.

Currently, there is no way to import data to the application forms from other systems.

Yes, an admin user can login and complete the application form and send for signature. When final signature is required, this can be directed to the financial adviser for final signature prior to submission.

Yes, in keeping with our privacy policy, any application form and any data entered will expire in 30 days if the form has not been edited or submitted to Standard Life.

If a signer declines to sign, the admin or adviser who sent the form for signature will receive an email notifying them of the declined signature and containing the reason for decline (if entered by the declining signer).

No, the forms are sent for signature via the Standard Life DocuSign account. There is no cost or administration required to setup.

Once sent for signature, the form cannot be edited unless a client or employer declines to sign. In this case, the form will become editable again in the dashboard at https://www.standardlife.ie/adviser/applyonline   

Yes, the application forms can be accessed and edited on mobile devices. DocuSign signature is also mobile friendly.

A DocuSign account is not required for a client or employer to sign the application form.

No, there are mandatory fields that must be completed to submit the form for signature. The form can be saved and resumed later when all the required information is available.

Documents which contain information with additional transfers or other notes may be uploaded at the attachment screen. 

Yes, all uploaded attachments will be visible to signatories.

In the event of you having any issues with any new version of the application forms can you please clear the cache and cookie history. Below are instructions for commonly used browsers; 

Chrome

Edge

Safari

Firefox