Welcome to Affinity by True Freedom Enrollment Page

Our enrollment process is facilitated by DocuSign and involves several steps to complete.

Below, you can choose the enrollment option for Members Only or Members with Spouse. Please note that if a spouse enrolls simultaneously, a 10% discount is applied to both enrollees.

For those new to our DocuSign webform enrollment, please scroll down and follow the provided instructions. The process is straightforward, as long as you have the necessary information to complete the fields. Remember that you must complete your part as the Representative before your client receives the email invitation from DocuSign to complete the enrollment process. An active email address is required for all parties to sign the document. Once submitted, our team at Affinity by True Freedom will take care of the rest.

Please be aware that we use DocuSign as a third-party digital signature service, and some emails may take a while to process due to your ISP or maintenance issues. Kindly refrain from submitting multiple applications. Instead, if you have any questions or concerns, please contact our team at info@affinitybytruefreedom.com, and we will assist you to the best of our ability.

Please note: The enrollment form will open in a new window. This will provide you with a proper setup to follow the instructions while having the enrollment form open simultaneously.

Member Only
Member & Spouse

Instructions:

We understand that our instructions contain extensive information, but we aim to cover all steps thoroughly to gather the correct information for our future member(s). Affinity by True Freedom is a new program for non-medical home care services, and we strive to promote it effectively to ensure the best possible service.

Thank you!

If you have any suggestions to improve these instructions, please email our Creative Director, Chanse Chanthalansy, at chanse@affinitybytruefreedom.com. He is always open to suggestions and ways to help promote Affinity and True Freedom.

Step 1: Choose Your Enrollment Option

Please select either "Member Only" or "Member & Spouse." Once you click your choice, the enrollment form will open in a new browser window or a new tab. This setup allows you to follow the instructions step by step. Arrange your windows as needed.

There are instructions on the form itself, please make sure to read it. Click ">" to continue with the instruction and click "Start" to begin the enroll.

Step 2: Representative Information

It is very important to type in your legal name and an active email address correctly as the Representative because the information will populate on the completed enrollment contract. Your Rep ID is mandatory, so you get credit for the sale. Once you have completed all the fields, please click "Next."

Click ">" to continue with the instruction.

Step 3a: Member Information

On this page, please type in your client’s legal name, an active email address, and all information accurately. Incorrect information entered here may require you to start a new enrollment process. It is imperative that your client provide you with an email account that they can access easily to complete the process. Scroll and fill out all the fields before moving to the next step.

Click ">" to continue with the instruction.

Step 3b: Member Information (cont.)

The address must be their place of residence, not a P.O. Box. When your client is ready for care, we need to provide a physical address to the home care agency. Once you complete this section, you may click ">" to move on to the next slide.

Step 3c: Member Information (cont.)

Select the best plan that fits your client’s needs and budget. Remember that members can only downgrade their plan at renewal, and they may never upgrade.

Member Payment Term refers to how they want to pay for their membership, Annual or Monthly. Remember, Annual payment comes with a 5% discount. When you are ready for the next step, click ">" to continue with the instruction.

Step 3d: Member Information (cont.)

The Member Payment Renewal refers to how they want to renew their membership. Please note that if your client initially paid annually and chooses to renew monthly, members will lose their 5% discount. The payment term will remain as selected moving forward unless members contact us for changes.

The Member Effective Date is the day Affinity by True Freedom withdraws or charges the membership payment to solidify the contract, and the initial 90-day waiting period starts from the Effective Date.

Please review the fields, ensure all information is correct, and click "Next."

Click ">" to continue with the instruction.

Step 4: Spouse Information (opt.)

If you did not choose the "Member & Spouse" option, you may skip ahead by clicking ">."

If a member wishes to enroll their spouse at the same time, both the member and spouse will receive a 10% discount. For more information, please refer to our Master Brand Booklet.

Filling out the fields is very similar to the member's page. However, towards the end of the spouse's page, there is a dropdown asking if the spouse wishes to pay separately, as shown on the right.

Filling out the fields is very similar to the member's page. However, towards the end of the spouse's page, there is a dropdown asking if the spouse wishes to pay separately, as shown on the right.

If the spouse selects "Yes," a new page will appear after the Member Payment Information page, where you can fill out the payment information for the spouse. If "No" is selected, the Spouse Payment Information page will not be shown, and you will proceed with the final part of the process.

Click ">" to continue with the instruction and click "Next" on the form to proceed.

Step 5a: Member Payment Information

On this page, you will select Credit Card or Bank Transfer, and depending on which, different fields will reveal themselves.

If the billing address or name is different than the Member’s information you’ve just filled in because of a different billing address or if someone else is paying for the membership, then select “Yes” If nothing is different, then select “No” and click “Next”.

Click ">" to continue with the instruction.

Step 5b: Member Payment Information (cont.)

Depending on the choice of payment method, Credit Card or Bank Transfer, the corresponding fields will appear, as shown in the image to the right. Please fill out the information as precisely as possible because any errors will delay the enrollment.

If you choose “Yes” to the different billing information question, additional fields will appear. True Freedom is not responsible for any incorrect information and will process the payment as given. If your client proceeds with a different payment account, whether it's from a family member or a friend, they are responsible for the transaction. As a representative, it is your responsibility to ensure all permissions are given and accepted.

If a spouse is enrolling and chooses to pay separately, clicking "Next" to take you to the Spouse Payment Information page, which is very similar to the Member Payment Information.

Once all payment information is completed, please click "Next" to the next step.

Step 6: Summary

By now, you are looking at a summary of the data you’ve entered. Please review the information and make changes if necessary. After you’ve clicked the “Next” button, any errors beyond this point will require a new enrollment. Once you are sure everything is correct, please click "Next." If after you’ve pressed "Next" on this page and feel that you may have errors, please contact our office at 888-245-9001.

Click ">" to continue with the instruction.

Step 7: Representative Signature

Once the summary is approved, you will be redirected to a new webpage in DocuSign to provide your signature. The first step is to agree to use electronic records and signatures, then press "Continue." By pressing "Start," the form will scroll to the section that requires you (the Representative) to sign the document. Your name and date should be automatically filled in. When you click on the "Sign" icon, a pop-up will appear asking you to sign.

There are three options to provide your signature:

  1. A selected style generated by DocuSign, which is the easiest.
  2. Using a tablet, your mouse, or your finger (mobile) to sign the document.
  3. Uploading a photo or graphic of your signature.

If you or your client have any questions about e-signature laws, please contact DocuSign or read the disclaimer.

Once you adopt and sign, please click on "Finish."

You may notice that your client(s) name or email are not filled in on the PDF. The information will be autofilled when it's their turn to sign the document.

Click ">" to continue with the instruction.

Step 8: Client Signature

Once you complete your signature, DocuSign will email your client to complete the enrollment. The email looks similar to the image shown on the right. Once they click on the link, their process is similar to yours except they must answer "Yes" to our suitability survey and click “Finish” to complete. If a spouse is enrolling at the same time, their process will be the same as the first client.

Please be patient, as the email may take some time depending on the email server, internet speed, and the speed of the computer being used.

Once they click "Finish," if a spouse is enrolling at the same time, their process will be the same.

Click ">" for the final instruction.

Step 9: Completion

Once all signatures are completed, a final email will be sent to all parties, including Affinity by True Freedom. The email should include the brochure, the enrollment form, and a summary that indicates a record of the e-signature process. Once you, your client, and their spouse (if applicable) receive this email, your process is done, and it's our turn to finish the enrollment.

Once again, please be patient. If the email does not arrive within 2 hours (this may be due to maintenance or other technical reasons), contact us at contact@affinitybytruefreedom.com

We will process the enrollment based on the information provided. If you believe there is an error in your enrollment, please contact us immediately.

Congratulations, you've completed an enrollment!

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