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Nationwide Retirement Solutions Election & Authorization Form

Use a Nationwide Retirement Solutions Election & Authorization template to make your document workflow more streamlined.

What this authorization form does

The Nationwide Retirement Solutions Election & Authorization Form records a participant’s retirement-plan election and authorization for Nationwide Retirement Solutions to process the selected instructions. The participant or authorized representative enters the requested identifying information, reviews the available election choices, and signs the completed form. A benefits or plan administrator can upload the form to signNow, place or confirm fields, send it to the required signer, and preserve the signed copy with an audit trail. Electronic execution is generally recognized under the federal ESIGN Act and applicable state law, but plan-specific requirements still control.

Who completes this authorization form

Retirement administrators

Benefits administrators can send the Nationwide authorization to participants, collect election choices and signatures, and retain the completed record with its audit trail.

Plan participants

Participants can review their elections, complete required personal information, sign electronically, and receive a completed copy through an approved delivery method.

How this authorization workflow works

The signNow workflow moves the Nationwide authorization from an approved document to a signed, retrievable record.

  • Upload form: Upload the approved Nationwide form to signNow.
  • Check fields: Review detected fields and add missing fields.
  • Send request: Send the authorization to the required signer.
  • Store record: Store the signed form with audit evidence.

Complete this form in signNow

Follow these steps to prepare, send, sign, and retain the Nationwide Retirement Solutions Election & Authorization Form.

  • Upload form:

     Upload the approved Nationwide authorization PDF to signNow.

  • Review fields:

     Let signNow detect fields, then verify election and signature locations.

  • Add signer:

     Add the participant’s email and required signing order.

  • Send form:

     Send the authorization and monitor completion status.

  • Store evidence:

     Download the signed form and audit trail.
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Choose a signing method for this form

  1. Use the signNow web app to upload the Nationwide Retirement Solutions Election & Authorization Form, review detected fields, and prepare the document from a desktop browser.
  2. Use the signNow mobile app when a participant or authorized representative must review and sign the Nationwide form from an iOS or Android device.
  3. Use kiosk mode for supervised enrollment events where several participants complete the Nationwide form on one managed device with staff assistance.
  4. Use a shareable signing link when the same Nationwide form must reach participants through an approved portal, email, or internal benefits workflow.

Review the audit trail for this form

The signNow audit trail records technical evidence around the Nationwide authorization rather than repeating document setup instructions.

01

Authenticate signer:

 Records the signer’s email, SMS code, or configured identity check.
02

Capture timestamps:

 Captures each viewing, field entry, signature, and completion time.
03

Hash document:

 Associates the completed Nationwide form with an integrity record.
04

Seal document:

 Seals the completed record against undetected post-signing changes.
05

Build audit trail:

 Links signer actions and authentication events in chronological order.
06

Export evidence:

 Allows authorized administrators to retrieve or export completion evidence.

Processing stages for this authorization

Processing time depends on field accuracy, signer availability, and the plan administrator’s review requirements.

01

Prepare the document

Upload the approved Nationwide form, confirm its fields, and save a reusable template.
02

Deliver to signer

Send the authorization by email, signing link, mobile workflow, or supervised kiosk.
03

Complete signer review

The signer reviews election choices, completes required fields, and applies the signature.
04

Archive completed record

After completion, download the signed form and audit evidence for controlled archival.

Best practices for this authorization

Accurate field mapping, controlled access, and linked audit evidence help administrators process the Nationwide authorization without losing the participant’s election record.

Confirm the approved form version

Use the current Nationwide Retirement Solutions Election & Authorization Form supplied by the plan administrator. Compare the uploaded file with the approved template before adding fields, especially election options, participant identifiers, authorization language, dates, and signature locations.

Map required election fields carefully

Map every required participant response to a dedicated field and mark required fields only where the form or administrator requires completion. Complete a sender-side review before delivery so blank elections do not reach the signer.

Archive the signed record securely

Retain the signed form and its signNow audit trail together in an access-controlled repository. If the record contains protected health information, HIPAA requires covered entities to retain required documentation for six years under 45 CFR §164.530(j).

Export completion evidence

Export the completion evidence after all required signatures are collected, then restrict access to administrators with a documented business need. Preserve the original signed file rather than relying on screenshots or email confirmations.

Technical requirements for signing

Use an up-to-date Chrome, Firefox, Safari, or Edge browser on Windows or macOS, or use the signNow mobile app on iOS or Android. A reliable internet connection supports document delivery, signer authentication, and audit-trail updates.

  • Browsers Chrome, Firefox, Safari, Edge
  • Desktop systems Windows, macOS
  • Mobile systems iOS, Android

Organizations handling the Nationwide authorization should use managed accounts, controlled administrator permissions, and approved storage. Enterprise deployments may also configure integrations, SSO, or API access according to their signNow plan and internal security policy.

Connect this authorization workflow

Connect signNow with approved business systems to route the Nationwide authorization, preserve the completed file, and reduce manual record handling.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Challenges when completing this form

  • Election choices can be sent with incomplete participant information, forcing the plan administrator to request corrections before processing.
  • A misplaced signature or date field can leave the Nationwide authorization incomplete even when the document shows a signer’s name.
  • Sending an outdated template can omit current plan language or authorization terms required by the administering retirement program.
  • Separate email attachments can disconnect the signed authorization from its audit trail and make later retrieval difficult.

Troubleshooting this authorization form

These answers address field preparation, signer identity, electronic consent, plan selection, and legal handling for the Nationwide Retirement Solutions Election & Authorization Form.

Upload the original Nationwide Retirement Solutions Election & Authorization Form as a PDF or clear scan. On the Business plan, signNow can create reusable templates and audit trails after fields are reviewed.

Open the document editor and verify every election, authorization, date, initials, and signature field before sending. Auto-detection can assist preparation, but the sender remains responsible for field placement.

For consumer-facing electronic records, provide the ESIGN Act paper-record disclosure and confirm access to electronic records under 15 U.S.C. §7001(c) before requesting consent.

Business is listed at $8 per user monthly with annual billing and includes audit trails, templates, and mobile apps. Business Premium is $15 per user monthly annually and adds bulk send.

Use SMS two-factor authentication or another configured signer-authentication method when the authorization contains sensitive retirement or identifying information. Authentication evidence should remain with the completed audit trail.

Electronic signatures generally receive federal recognition under ESIGN, 15 U.S.C. chapter 96, and applicable state law such as UETA. Confirm plan-administrator and state requirements before relying on electronic execution.

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