Document Automation
Turn your beneficiary change form into a guided client interview. Clients fill on any device — no account required — and you get a completed, signed PDF ready to process.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common beneficiary change form automation fields include:
How it works
Each client gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One field can map to multiple locations across pages.
Generate a unique link per client. They fill a guided interview — no account required. You get a completed, signed form.
Key features
Clients sign electronically with email OTP identity verification — producing a legally defensible audit trail for every change of beneficiary.
Only prompt for contingent beneficiary details if the client wants to designate one. Conditional logic keeps the form short.
Interview can validate that beneficiary allocations sum to 100% before allowing submission.
Pair the beneficiary change form with a disclosure or acknowledgement — all filled from one client interview.
Completed forms are automatically saved to your configured Google Drive folder after every submission.
Every completed form is stored in Docuplete's submission bank with a full audit trail — download or share at any time.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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