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As well as submitting scanned documents, you can now also submit new business using our approved electronic signature provider for our most frequently used documents.
We’ve delivered the capability to support documents signed using approved e-signature solutions. At present the provider we are accepting e-signatures from is DocuSign.
There are currently two types of e-signatures which Standard Life will accept:
For details on the documents where we will accept an e-signature please refer to our Elevate quick guide
Step one – Upload copies of the scanned documents to the client document library on the platform. Please retain original copies with wet signatures, as we may need to review originals at a future date.
Step two – Once the document is uploaded please send an email to the relevant regional mailbox from the list below and include:
Please don't email scanned copies of client documents or send any personal details as email is not a secure form of communication.
London and South East - firstname.lastname@example.org
South West and Central - email@example.com
North - firstname.lastname@example.org
Not sure? Please contact us via email@example.com
All mailboxes are managed and we will respond as soon as possible.
Please note that the maximum file size is 4MB and the file name must be lower case and must not contain any symbols.
If you have an issue filling in the form, please save a copy to your computer before completing it. Please also make sure your PDF Reader is up to date.
If you can't upload the form to the client's document library, please check:
If this doesn't work we recommend printing the document and re-scanning it.
You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.