Telephonic Signature Workaround

Offices that do not have the ability to record using Cisco Finesse must follow the steps below to complete a Telephonic Signature.

Telephonic Signature Workaround

Follow these steps:

1. Inform the client that the call is being recorded (all calls are recorded, this does not require Cisco Finesse).

• Provide a brief overview of the process.
• Review and confirm the information/form that is being signed telephonically (i.e. RD Information, SCD 101, GEN 853, CCFRM 604).

2. Read the following to the client and get their verbal affirmation:

• “A signature over the phone has the same legal effect and can be enforced in the same way as a written signature. Would you like to sign this document over the phone? [Pause for client’s response] Do you certify under penalty of perjury under the laws of the United States of America and the State of California that you understand the questions and statements read to you, and your answers are correct and complete to the best of your knowledge? [Pause for client’s response] Please state your full legal name, today’s date, and the current time.” [Pause for client’s response]

• Note: If the client does not agree/answer the above questions or does not want to complete the Telephonic Signature process inform them of the other methods to provide a signature.

3. Document actions taken in the Journal page along with: 
   4. Whether Telephonic Signature was declined or completed
   5. What form was signed telephonically (i.e. MC 604 IPS, SCD 101, GEN 853, etc.)
   6. What information was gathered through the telephone call
   7. Date the Telephonic Signature was recorded
4. Mail a copy of the form(s) signed by Telephonic Signature to the client (i.e. MC 604 IPS, SCD 101, GEN 853, etc.)

Related Topics

Telephonic Signature

Official Telephonic Signature Process

Hierarchy of Telephonic Signature