Karl
Level 8
Level 8

According to this video, at about 1m35s, no, for MFJ clients, only the primary person will get the signature request.

https://vimeo.com/681450277

I would talk to your insurance carrier about this.  I have CAMICO, and am in California (community property state), and they told me that "one spouse has the power to bind another" (I don't think that's a community property distinction, but IDK, IANAL) so I only *need* one spouse's signature per their recommendation.

Granted, I have a few *special* clients, where you just have that "gut feel" about, and so for them, I make sure both spouses sign to reduce/avoid any problems later.

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