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Using a Digital Signature?
Completing the Microsoft Excel Form
Browse the tabs of the Excel document for instructions and form content
Enter requested information on the first tab, and on each tab that contains a form you intend to submit
Print the form(s) needed
Get required signatures
Scan and/or save a copy of the signed form(s) for your records
Email a scanned (or pdf) copy of the form(s) to the address at the bottom of each form.
If you are submitting an RF SIRI Financial Data Access form, the system user will need to complete the electronic RF confidentiality agreement available at: