Secure Identity & Notarization For Retirement | Proof
Proof streamlines retirement money-out transactions by unifying verified identity, digital consent, and tamper-proof documentation into guided digital workflows that reduce errors, manual reviews, and account takeover risks while ensuring compliance with strict security standards and supporting various retirement processes like withdrawals, rollovers, and account changes.
Money-out transactions often stall due to identity friction, paperwork, and in-person steps. Proof unifies identity, consent, and documentation so participants can complete requests quickly and securely.
Verified identity, clear consent, and accurate records
Proof enables verified identity, clear consent, and builds accurate records that fiduciaries can rely on.
Why recordkeepers choose Proof
Lower NIGO (Not in good order)
Guided digital workflows reduce errors, missing signatures, and incomplete forms, so more retirement transactions can be processed on the first pass.
Fewer manual reviews
Identity, consent, and documentation are captured in one place and kept digital, helping teams spend less time chasing paperwork and resolving avoidable issues.
Reduced account takeover risk
High-assurance identity verification and tamper-proof records protect sensitive retirement actions and safeguard participant accounts.
Consistent experiences
Participants and recordkeepers alike move through a clear, digital flow for withdrawals and account changes, raising completion rates and reducing support needs.
Committed to the highest standards
Proof adheres to strict security standards and regulations thoroughly validated by third-party assessors. The company is committed to the protection of customer data and accessibility.
Put Proof to the test
Get a personalized walkthrough of how identity verification, digital consent, and audit-ready documentation come together in one secure flow.
Frequently Asked Questions
What retirement workflows does Proof support?
Proof supports withdrawals, rollovers, spousal consent, beneficiary updates, account changes, account recovery, and POA. Each workflow includes identity verification, digital signatures and/or notarization, and audit-ready documentation.
How does pricing work for retirement workflows?
Proof supports both company-paid and signer-paid models, depending on how your organization prefers to handle transaction costs. The company can help determine the structure that best fits your operational and participant experience needs.
How can we initiate identity or notarization for withdrawals or account changes quickly?
EasyLinks let teams initiate identity verification or notarization using secure, preconfigured links—no engineering work required. They’re a fast way to start modernizing withdrawal, rollover, and account-change workflows.
How does Proof support ERISA requirements?
Proof verifies identity, captures required consent or notarization, and generates detailed records that fiduciaries can retain and reference for compliance and audit needs.
Can Proof help reduce NIGO and rework?
Yes. Guided digital flows help reduce common errors, missing signatures, and incomplete fields so more transactions can be processed correctly the first time.
Is Proof compliant with state and federal requirements?
Yes. Proof meets or exceeds all state and local requirements for remote online notarization (RON), identity verification, and electronic signatures, and is accepted in all 50 states.
How long does it take to implement Proof?
Most teams are up and running in under a week. Proof fits into your existing systems and processes with minimal lift.
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