What is Agent Summary Form?
The Agent Summary is a Word document needed to be submitted to the relevant address in order to provide specific info. It must be filled-out and signed, which is possible manually, or using a certain software like PDFfiller. This tool allows to complete any PDF or Word document directly from your browser (no software requred), customize it according to your purposes and put a legally-binding e-signature. Right away after completion, user can easily send the Agent Summary to the relevant person, or multiple individuals via email or fax. The blank is printable too from PDFfiller feature and options offered for printing out adjustment. Both in electronic and physical appearance, your form will have got clean and professional look. Also you can turn it into a template for later, so you don't need to create a new file again. Just edit the ready template.
Template Agent Summary instructions
Before start filling out Agent Summary Word form, be sure that you prepared enough of necessary information. This is a important part, because some errors may trigger unwanted consequences from re-submission of the whole entire template and completing with deadlines missed and even penalties. You should be careful enough when working with figures. At first sight, this task seems to be quite simple. But nevertheless, it is simple to make a mistake. Some use some sort of a lifehack keeping everything in another file or a record book and then add it into document's template. Nonetheless, come up with all efforts and provide valid and correct data in your Agent Summary .doc form, and check it twice while filling out all required fields. If it appears that some mistakes still persist, you can easily make some more corrections when you use PDFfiller editing tool without missing deadlines.
Agent Summary: frequently asked questions
1. I need to fill out the writable document with very sensitive information. Shall I use online solutions to do that, or it's not that safe?
Applications working with such an information (even intel one) like PDFfiller do care about you to be satisfied with how secure your files are. They include the following features:
- Private cloud storage where all files are kept protected with sophisticated encryption. This way you can be sure nobody would have got access to your personal data but yourself. Doorways to steal this information by the service is strictly prohibited all the way.
- To prevent identity theft, every single file receives its unique ID number once signed.
- If you think that's not safe enough for you, choose additional security features you prefer then. They manage you to request the two-factor verification for every person trying to read, annotate or edit your file. In PDFfiller you can store word forms in folders protected with layered encryption.
2. Is electronic signature legal?
Yes, it is absolutely legal. After ESIGN Act released in 2000, an electronic signature is considered like physical one is. You can fill out a document and sign it, and it will be as legally binding as its physical equivalent. You can use e-signature with whatever form you like, including fillable template Agent Summary. Be sure that it suits to all legal requirements like PDFfiller does.
3. Can I copy the available information and extract it to the form?
In PDFfiller, there is a feature called Fill in Bulk. It helps to export data from document to the online word template. The key benefit of this feature is that you can use it with Excel sheets.
