Disputed signature on a beneficiary form

Question

I have had a 14-month dispute with one of the largest US banks over a beneficiary form signed by my late husband.  I have a copy of his e-signed form, a record of him uploading the site, a record of a call he made to the bank’s customer service to receive instructions on how to complete the form.  Still, the bank refuses to honor it as they, for some unknown reason, note the date of receipt of the form as being 11 days after his death.  As the court-appointed administrator (and one of the beneficiaries in any scenario regardless), how do I go about finding the audit trail for this signature so we can move on with life?

Jenny.Martin · Accepted Answer

Hello ​@jesswhitt1,Thanks for reaching out — I understand this has been a long and difficult process. Let me provide some guidance on accessing the audit trail.To get the audit trail of a signed document, you’ll want to access the Certificate of Completion, which provides a detailed record of all actions taken on the document.If they sent you a PDF copy of the signed document, try checking the last page — the Certificate of Completion (COC) is often appended there.If it’s not included, think back to whether you received a completion email notification after signing. If you did, check that email for an attachment labeled “Summary” — that file is the Certificate of Completion.If there’s no attachment, click the “View Completed Documents” link in the email. Then select Download — this should download the signed document, the COC will be included as part of the file.If none of these options are available, you may need to request a copy of the Certificate of Completion directly from the sender.I hope you find this helpful.If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily.Should you require any additional assistance, feel free to reach out. Thank you!Regards,Jenny | Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!

Jenny.Martin · Answer

Hello ​@jesswhitt1,I hope you’re doing well.I'm following up on the above solution provided. Could you please confirm whether itaddressed your question? If it did,can you please mark it asBest Answer✅" to assist other users with similar inquiries and improve its visibility.Let us know if we can help with anything else.Wishing you a smooth rest of your day!Regards,Jenny | Docusign Community Moderator

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