Visual Explanation of UBA Online Enrollment Process - 2ND PHASE

Many people understand processes and instructions in different ways. This version of the enrollment process describes the process visually.  Here is the next part of the UBA Online Enrollment Process to complete the application for UBA: Verification & e-Signature.

FIRST STEP:

After the initial enrollment application was submitted, the potential member will receive an email similar to the one below from [e-mail].

On this email, the potential member will now complete the application by verifying the information on the application, agreeing to any applicable disclaimers and to e-sign their enrollment application thus finalizing the process and getting it prepared for the initial draft.

The link is located like in the sample below: Click here to E-Sign your Enrollment Application. Once the potential member clicks the link. 

Note: This link is valid for 7 days from the date of initial email.

SECOND STEP:

Once you click on the link in the email (like in sample above), the applicant would then enter their last name and date of birth to access their enrollment application for completion.

THIRD STEP:

This is the page that the applicant will see once they login to the verification of their online enrollment. They can select the Click to Review Your Application, Look at the Membership Products selected by clicking on them and also the total Monthly Membership Product Cost. This is also where the member reviews all disclaimers that are applicable to the Membership Product(s) they selected to enroll.

If applicant selected Click to Review Your Application, this is what they would see: From this pop-up of the information filled out on the enrollment application in the initial phase (1st Phase), the applicant can edit any incorrect information here.

FOURTH STEP:

The last step to finalize the applicant's enrollment is to review this page (see below sample) where they applicant reviews payment information, agrees to the payment authorization for initial and subsequent monthly drafts for Membership Product(s), agree to the additional disclaimers and then e-sign their enrollment application with the first and last name EXACTLY how it was submitted on the enrollment application for the Primary member.

Once the enrollment application is e-signed, the Submit Button will no longer be grayed out and you will be able to select SUBMIT. Note: Once you hit submit, the application is then processed and in queue for the initial draft of Membership Dues. 

Note: if this step is not completed, the online enrollment will not be viable and processed.

FINAL REVIEW OF ENROLLMENT AFTER E-SIGNING

Once the application has been signed and submitted, the new member will see the following:

The new member will be able to see their application date, their effective date for the Membership Product(s) they enrolled, instructions on what to do next including registering for the Member Portal and the new member will be able to save their application PDFs.

FINAL EMAIL

The new member will also receive an email (see sample below) which gives the member a final summary of the total monthly membership costs, membership products they enrolled and a link to register for the Member Portal to access their Membership Guides, Certificates of Insurance (if applicable), Claim Forms (if applicable), Digital ID cards and more.