PTE 2020-02 Disclosure and Documentation

Good afternoon everyone. I am puzzling through an improved operational process to complete the required rollover disclosures and documentation required by PTE 2020-02. We currently utilize a .pdf form that we review with the client and then collect an e-signature though Adobe E-sign.

I am hoping there is a more templated process that I can create either in GReminders, Thyme, PreciseFP, etc that would make the process smoother for our firm and the client. (I am not yet a Precise FP user, but on their public facing pages it doesn't appear they have any workflows regarding PTE 2020-02.)

Does anyone have a process they use and are willing to share that might be an improvement for the client-facing step and also improve the PTE 2020-02 annual review that has to be done.

Thanks in advance.

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