{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c8ddfacc5de740fca641f2aa9e4119ad\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c8ddfacc5de740fca641f2aa9e4119ad-472f58071a4f1b99.gif","duration":445.333,"title":"Sending DocuSign Documents in Schwab","description":"This Loom explains how to send documents through Schwab’s DocuSign workflow under the Account Management tab. The walkthrough covers creating a DocuSign envelope, selecting whether the signer is a new or existing Schwab client, choosing the appropriate template group (example used: IRA application and designated beneficiary form), and reviewing signer, master account, and selected templates. It then describes signer verification options, including knowledge-based authentication with three random questions and a six-digit code, noting it is available only for US citizens and residents with valid Social Security numbers and a public record. After uploading to DocuSign and completing in Schwab’s “Complete in DocuSign,” it notes brand new clients will have key information unpopulated and must be entered manually, including the most recent Social Security number and address details."}