Self-directed Solo 401k – Can I E-Sign (DocuSign Electronic Signature) the Solo 401k plan documents?

Please check out this good question from our Daily Live Zoom call. Subscribe to our YouTube Channel to get notifications of our Daily FAQs.

Self-directed Solo 401k – Can I E-Sign (DocuSign Electronic Signature) the Solo 401k plan documents?

QUESTION:

Can the Solo 401k plan adoption agreements be signed with e-signature?

RESPONSE:

You’re certainly free to use your own electronic signature software to sign the documents (and we don’t require ID verification).  Please note that certain banks and brokerage firms where you may later open accounts may require a wet ink signature.

Tags: , , , , , , ,

About George Blower

I have the privilege of educating our clients about our products and services so that they can make informed and confident decisions about their financial future. Prior to joining My Solo 401k Financial, I served as the general counsel for a subsidiary of a Fortune 500 financial services company. Learn more about George Blower and My Solo 401k Financial >>

  •  

  • About MySolo401k

    We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571

    Monday-Friday

    8:00 am - 4:00 pm PT

    Why us?
MENU