eSAR7 User Guide

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Below are instructions for filling out the eSAR7 Electronic Form. We recommend that you gather as much supporting documentation as possible and upload or scan the documents to the computer before filling out the form. Acceptable file formats include .doc, docx, txt, .pdf, .tiff, png, .jpg. For information on supporting documentation please refer to SAR 7 addendum.

1. Visit the eSAR7 webpage.

2. Complete security log in at eSAR7 webpage.

Enter the following for anyone receiving benefits on your case:

3. Click on the sign in button button

4. Click on the eSAR7 file link.

5. eSAR7 form will populate basic information such as:

6. Answer the questions and fill out the fields that are appropriate for your case.

7. After answering the questions, click the button.

8. On the document review page you can review your answers,

9. DocuSign page

Singature box

10. Attach proof:

attach a document

11. On the signature section of the DocuSign page:

Singature box

Singature box

12. Additional signatures:

13. Thank You page:


eSAR7 receipt

Return to eSAR7 webpage