1.4.2.3 Applicant or Participant Signatures

A written or electronic signature must be obtained for documents that are reviewed by external parties such as a release of information or Fact Finding documents.

Unless specified otherwise, all other documents submitted to the W-2 agency can be obtained with one of the four signature types listed below. W-2 agencies must provide the option to sign all documents in whichever acceptable signature method the applicant or participant prefers.

Written signature : The applicant physically signs the document.

Electronic signature : The applicant electronically signs the document via an electronic signature software.

Telephonic signature : The applicant telephonically signs the document during a recorded call using Genesys. Only documents with the language “or Telephonic Signature Interaction ID” in the signature box can be signed telephonically. For telephonic signatures for anything other than an eligibility review, FEPs must read whatever document is being telephonically signed, e.g., W-2 application, W-2 Participation Agreement, Employability Plan, etc., in order to record the agreement being made between the FEP and the participant. The FEP must read the language that is in the telephonic signature display in Genesys. The Telephonic Signature Interaction ID generated in Genesys must be documented on the signature line and in case comments.

ACCESS signature : Where specified in policy, certain signatures can be obtained as part of the application process in ACCESS.

The FEP must provide a signed copy of the document to the applicant or participant, regardless of signature type.