Request for Petitioner/Beneficiary Signatures

Once the forms and letters have been generated and the review process is complete, they can be requested for the signature of the “Petitioner/Beneficiary.” This can be accomplished by clicking on the actions button and choosing the option “Send for Petitioner Signature” to forward it to the petitioner or selecting “Send for Beneficiary Signature” to send it to the beneficiary.

A pop-up box will appear, allowing you to select the forms that need to be sent for signature based on the individual selected (Petitioner or Beneficiary). Within this pop-up box, you have the option to check the box for Sending Documents by Email, and you may also enter an email ID to send a copy to the designated email address.

Upon submission, the relevant individual (Petitioner or beneficiary) will have access to the Forms and Letters tab within the case details. Here, they can download, sign a copy, and subsequently upload it in the Signed/Scanned Documents section. Additionally, they have the option to electronically sign the documents exclusively in the Forms and Letters tab.