** A T T E N T I O N ** THIS PAPERWORK MUST BE RETURNED TO YOUR GENERAL AGENCY.

Size: px
Start display at page:

Download "** A T T E N T I O N ** THIS PAPERWORK MUST BE RETURNED TO YOUR GENERAL AGENCY."

Transcription

1 ** A T T E N T I O N ** THIS PAPERWORK MUST BE RETURNED TO YOUR GENERAL AGENCY. Failure to return to your General Agent will result in a delay of the appointment and possible rejection, by the carrier, of any business submitted.

2 IMPORTANT NOTICE: CE credits may be required to write Long Term Care insurance Please be advised that most states require special CE credits to write Long Term Care insurance (LTCi). Credit requirements usually consist of an 8 hour NAIC or Partnership course and/ or additional state specific CEs. CEs are required for resident and signing states for most carriers. Some states have reciprocity. Policies cannot be issued by any carrier if the writing agentt has not complied with all CE requirements. Thank you for your attention to this matter! FOR PRODUCER USE ONLY - not intended for use in solicitation of sales to the public. Products offered through Crump are not approved for use in all states and may not be available to all producers LTCI A

3 Appointment Data Sheet Licensee Last Name First Name Middle Initial Social Security Number Date of Birth License State(s) Needing JH Appointment Business Address (policies & correspondence mailed here) City State Zip Resident Address City State Zip Phone Number (required) Fax Number Required Address Not Paid Direct Paid Direct Commission Level: (Contact and Commission schedule must accompany this data sheet) General Agency Name Principal Agent s Name Agency Tax ID Managing General Agency Name Managing General Agent s Name A. Agents who will be paid commission from the General Agent need only complete this sheet. B. Agents who will be paid directly by John Hancock: 1. Complete this LTC Appointment Date Sheet. Commission level must be indicated on this sheet. 2. Read, date, and sign the Contract. 3. If commission is to be paid to someone other than yourself or to a corporation, complete Assignment of Commission form and attach it to the LTC Appointment Date Sheet. Please attach the following: Please send all materials to: 1. A current insurance license copy for each state in which you wish to sell. 2. This completed appointment form. 3. Copies of completion of any additional requirements to sell LTCI as may be required in the states including continuing Education, Producer Training or Partnership Training certifications. 4. Copy of Errors and Omissions certificate of insurance or declarations page including Limits of Liability, Policy Number, Insurer, Policy Expiration Date, Products/Services Covered. 5. Attached Producer Background Information Questionnaire. 6. Attached commission schedule if paid by John Hancock. 7. Attached assignment of commission form and licenses if assigning commissions. 8. All commission forms and licenses if assigning commissions. 9. All commission levels must be approved by the General Agent & Managing General Agent. (Overnight Address) John Hancock LTC Licensing, B Berkeley Street Boston, MA (Postal Address) John Hancock Attn: LTC Licensing, B-5 One John Hancock Way, Suite 1600 Boston, MA HOME OFFICE USE ONLY:PAYROLL NUMBER/EFFECTIVE DATE Long-term care insurance is underwritten by John Hancock Life Insurance Company (U.S.A), Boston, MA (not licensed in New York) and in New York by John Hancock Life & Health Insurance Company, Boston, MA LTC /2011 3

4 Producer Background Information Questionnaire The following questions are to assist John Hancock* ( the Company ) in selecting reputable, trustworthy representatives to sell and promote its Long-Term Care Insurance products. The Company will use the information in making an informed decision regarding the appropriateness of an appointment. Please answer all questions. If you answer yes to any of these questions, please attach a separate sheet with details. A yes answer will not automatically cause your request for appointment to be denied, but the Company will need you to provide a sufficient explanation. 1. Are you currently charged with, or have you ever pled guilty or no contest to, or been convicted of, any crime (excluding minor traffic offences)? 2. Are you currently or have you ever been the subject of any lawsuit, claim, investigation, or proceeding alleging breach of trust or fiduciary duty, fraud, or any other act of dishonesty? 3. Have you ever had your insurance license or registration suspended or revoked, are you now or have you ever been the subject of a professional license/registration or market conduct investigation, claim, or proceeding? 4. Have you ever been involuntarily terminated or permitted to resign from employment, or from an agent or representative appointment, with any insurance or other financial services company, other than for lack of production? 5. Has a bonding, surety or E&O provider ever denied an application or claim, made payment for you, or terminated your coverage? 6. Are you delinquent in any personal or business financial obligations, or does any insurance or financial services company hold a claim against you for commission debit balances? 7. Are there any outstanding judgments, liens, or claims against you, including delinquent tax obligations, or have you or any business in which you were or are an owner, partner, officer, or director, ever filed for bankruptcy? Bankruptcy discharge date: 8. Have you ever conducted business under another name? 9. At any time in the past 10 years, have you or any business in which you were an owner, partner, officer, or director, been involved in any regulatory, civil, or criminal matters not disclosed above? Declaration and Acknowledgment: I hereby certify that the responses I have provided to the questions above are accurate and complete, and acknowledge that my request for appointment may be terminated based on any false, omitted or fraudulent information. Producer Name (please print): Producer Signature: Date: John Hancock refers to the John Hancock Life Insurance Company (U.S.A.), Boston, MA (not licensed in New York), and to John Hancock Life & Health Insurance Company, Boston, MA Yes No

5

6 Certification and Acknowledgement Form for Compliance With the Training Requirements in Michigan for Producers Selling, Soliciting, or Negotiating Long Term Care Insurance I herby acknowledge and certify that I have: Read and understand the content of the NAIC A Shopper s guide to Long Term Care Insurance (LTC /06), the Michigan information regarding Adult Financial Exploitation, and completed these requirements on the date shown below. Signature Full Name (Print) Soc. Sec. Number Agency/ORD Code Date Signed Company Name ORD. code (if applicable) Date Requirements Met After completing this certification, please: Fax to: Or Mail to: John Hancock Licensing LTC Licensing, B-5-01 John Hancock Life Insurance Company 200 Berkley Street Boston, MA LTC-MI Training Cert 11/2007

7 Crump Use Only: Recorded by Date Assignor Paragon Agent # Assignee Paragon Agent # Assignment of Commissions (Agent) doc ABSOLUTE ASSIGNMENT OF COMMISSIONS NOTE: Complete this form in full. If a corporate-agency is the assignor, a certified copy of corporate resolution authorizing the Assignment of Commissions must accompany this form. FOR VALUE RECEIVED, the undersigned, (Name of Assignor) (SS# or Tax ID# of Assignor) ( Assignor ), hereby absolutely sells, assigns, transfers and sets over unto, (Name of Assignee) (SS# or Tax ID# of Assignee) ( Assignee ), all of the Assignor s right, title and interest, in and to the following commissions that are now or may hereafter be due and payable to the Assignor in accordance with the terms and conditions of the Assignor s contract or commission agreements with the insurance company and/or Crump Life Insurance Services, Inc. ( Crump ). Note that the Assignor s right, title and interest maybe limited by the terms and conditions of the Assignor s contract or commission agreements with the insurance company and/or Crump. The compensation subject to assignment is a (MUST CHECK ONE): Percentage of Assignor s compensation: (please indicate % for all that apply, if left blank 100% will be assumed) Agent Rates Override Bonus All compensation Single Company (Carrier) Assignment (100% of all commissions due from business written with insurance carrier) Insurance Carrier:, or Single Policy or Policies Assignment (100% all commissions due on the policy or policies listed below) Insurance Carrier:. Policy # Name of Insured(s) [Attach a list if necessary] The Assignor further warrants the validity and sufficiency of the foregoing Assignment of Commissions, that no proceeding in bankruptcy or insolvency has been taken by or against the Assignor nor has any assignment for the benefit of creditors been made by the Assignor, and that there are no outstanding assessments, liens or levies because of unpaid taxes or other obligations of the Assignor. The Assignor further warrants that if a debt or chargeback is incurred prior to or at any time during which this Assignment of Commissions is in force, that this Assignment of Commissions does not release Assignor from any obligations to repay such debt or chargeback to Crump. The Assignor further warrants that this Assignment of Commissions is not for the purpose of circumventing insurance licensing laws or any other applicable laws or regulations. Payment made under this Assignment shall fully release the insurance company and Crump from all responsibility as to such commissions paid. IN WITNESS WHEREOF, the Assignor executes this Assignment of Commissions on: day of,. (Month) (Year) By: Assignor Signature (or signature of Officer if corporate agency)

Independent Agent Appointment Agreement (Registered Representative)

Independent Agent Appointment Agreement (Registered Representative) Independent Agent Appointment Agreement (Registered Representative) Independent Agent Appointment Agreement (Registered Representative) This Agreement is made as of the date signed below by ( Agent ) and

More information

NORTH AMERICAN Contracting Checklist

NORTH AMERICAN Contracting Checklist NORTH AMERICAN Contracting Checklist Agent/Agency: Direct Upline: Agent #: Documents To Be Completed & Returned: Contract Application [6798Z] Commission Direct Deposit Authorization Form [6772Z] w/ Voided

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into our online contracting

More information

We appreciate the opportunity to work with you on your insurance business! We want the setup process to be as easy for you as possible!

We appreciate the opportunity to work with you on your insurance business! We want the setup process to be as easy for you as possible! Dear Valued Agent Partner, We appreciate the opportunity to work with you on your insurance business! We want the setup process to be as easy for you as possible! In order to set you up to write business

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. The information in this questionnaire will be input in to

More information

Hello and welcome to HBW Partners Tax Services (HBWPTS)!

Hello and welcome to HBW Partners Tax Services (HBWPTS)! 7152 Knapp St NE Ada, MI 49301 www.hbwtaxservices.com p) 616.682.4604 f) 616.682.5367 pathway@hbwsecurities.com Hello and welcome to HBW Partners Tax Services (HBWPTS)! A little about us: HBWPTS is one

More information

Appointment Instructions

Appointment Instructions Appointment Instructions In order to complete your appointment request, please complete the following personal information packet (PIP). Upon receipt of your PIP, your information will be input into our

More information

Here is a complete list of the forms and paperwork included, which we need for you to return.

Here is a complete list of the forms and paperwork included, which we need for you to return. Dear Valued Agent, Thank you for your interest in doing business with The Tavenner Agency! In order to get you setup with our agency with the least amount of effort required of you, we have incorporated

More information

Sign and date the Application For Appointment: Recruiter s signature is required. Read, sign and date the Authorization for Release of Information.

Sign and date the Application For Appointment: Recruiter s signature is required. Read, sign and date the Authorization for Release of Information. 225 South East Street P.O. Box 7192 Indianapolis, IN 46207-7192 Sub-Agent Contracting Kit Instructions: Complete the Application For Appointment: Include Social Security number. Complete Anti-Money Laundering

More information

SOLICITOR CONTRACTING SET-UP PACKET. Who are you soliciting for: Please list which carriers are needed immediately due to upcoming business:

SOLICITOR CONTRACTING SET-UP PACKET. Who are you soliciting for: Please list which carriers are needed immediately due to upcoming business: O N E S O U R C E. E N D L E S S P O S S I B I L I T I E S. SOLICITOR CONTRACTING SET-UP PACKET Who are you soliciting for: Items of Importance: E&O Insurance Please provide a current certificate Anti-Money

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. The information in this questionnaire will be input into our

More information

Appointment Instructions

Appointment Instructions Appointment Instructions In order to complete your appointment request, please complete the following contracting packet. Upon receipt, your information will be entered into our online system, which allows

More information

We appreciate your consideration in allowing The Palmer Agency to address your life insurance appointment needs.

We appreciate your consideration in allowing The Palmer Agency to address your life insurance appointment needs. Dear Valued Agent: We appreciate your consideration in allowing The Palmer Agency to address your life insurance appointment needs. In order to complete your licensing request, please complete the following

More information

If this is your FIRST licensing request through our office since 12/15/11 you MUST complete the following pages:

If this is your FIRST licensing request through our office since 12/15/11 you MUST complete the following pages: 1502 West Highway 54, Suite 401 Durham, NC 27707 919.489.3600 (T) 919.419.0401 (F) 800.928.4998 (T) www.tbrins.com Agent Name: CARRIER(s) Requesting Contract with: If this is your FIRST licensing request

More information

CONTRACTING SET-UP PACKET

CONTRACTING SET-UP PACKET O N E S O U R C E. E N D L E S S P O S S I B I L I T I E S. Who referred you to First Protective: Items of Importance: CONTRACTING SET-UP PACKET E&O Insurance Please provide a current certificate Anti-Money

More information

Transamerica. Pre-Appointment states: AL, CO, CT, DE, GA, KY, LA, MT, NJ, NC, OH, OK, PA, TX, UT, VT, WA

Transamerica. Pre-Appointment states: AL, CO, CT, DE, GA, KY, LA, MT, NJ, NC, OH, OK, PA, TX, UT, VT, WA Transamerica Appointment Requirements: Complete Application for Appointment Agreement Complete and Sign Fair Credit Reporting Act Disclosure Review and Sign Appointment Agreement Review and Sign Promissory

More information

PLEASE SUBMIT CHECKLIST AND ALL OTHER PAPERWORK VIA FAX: OR

PLEASE SUBMIT CHECKLIST AND ALL OTHER PAPERWORK VIA FAX: OR Producer Appointment Checklist Individual Producers For completion: Important Information Complete if submitting new business Producer Appointment Application Producer Agreement (Fixed Products) Complete

More information

PRODUCER SET UP PACKET CHECKLIST

PRODUCER SET UP PACKET CHECKLIST PRODUCER SET UP PACKET CHECKLIST Provide a copy of any LTC CE or Annuity CE certificates Provide a copy of your E&O Insurance Provide a copy of your Insurance License(s) If selecting "Agency" on page 2,

More information

Certificate of Fraternal Society

Certificate of Fraternal Society COMMONWEALTH OF MASSACHUSETTS Office of Consumer Affairs and Business Regulation DIVISION OF INSURANCE Certificate of Fraternal Society (Please Print or Type) Name of the Society Address of the Fraternal

More information

Global Contract Instructions

Global Contract Instructions Global Contract Instructions 1. 2. Complete all items found below. Scan and e-mail the completed contract to: sherman@unkefermail.com Required Documents: Completed Producer Set-Up Packet (Global Contract)

More information

EZ Online Contract. Hard Copy. 1. Complete & Sign all pages in this package. 3. Include copy of Errors & Omissions Coverage

EZ Online Contract. Hard Copy. 1. Complete & Sign all pages in this package. 3. Include copy of Errors & Omissions Coverage EZ Online Contract Hard Copy 1. Complete & Sign all pages in this package 2. Include copy of Life Insurance License 3. Include copy of Errors & Omissions Coverage 4. Include proof of current AML training

More information

Capital Marketing Group, Inc Agent Contracting Kit

Capital Marketing Group, Inc Agent Contracting Kit Please complete the forms in this document to request appointment to the companies of your choice. Enclose a copy of your CURRENT E & O Insurance Certificate when you return. If this coverage is for your

More information

Please note No appointments will be processed until new business is submitted, unless you reside in a pre-appointment state.

Please note No appointments will be processed until new business is submitted, unless you reside in a pre-appointment state. To Our Valued Select Brokers Advisors, We appreciate your consideration in allowing Pinnacle Insurance & Financial Services, LLC, to address your insurance appointment needs. We are excited to have the

More information

GLOBAL CONTRACT INSTRUCTIONS: REQUIRED DOCUMENTS:

GLOBAL CONTRACT INSTRUCTIONS: REQUIRED DOCUMENTS: GLOBAL CONTRACT INSTRUCTIONS: 1. 2. Complete all items found below. Your Choice: Either fax completed Global Contract along with the required documents to: (623) 463-2336 or Scan and e-mail to your Agency

More information

LIFE IMC CONTRACT TRANSMITTAL. If Business is submitted with or prior to a contracting application or contract change please indicate below:

LIFE IMC CONTRACT TRANSMITTAL. If Business is submitted with or prior to a contracting application or contract change please indicate below: LIFE IMC CONTRACT TRANSMITTAL *O2681IMCC* *O2681IMCC* Agent : Agent Code (if known): If Business is submitted with or prior to a contracting application or contract change please indicate below: c Pending

More information

Producer Set-Up Packet

Producer Set-Up Packet Producer Set-Up Packet USE HIGH RESOLUTION SCANNER OR HIGH QUALITY FAX Social Security #: Gender: Date of Birth: / / Email: Resident Insurance: Lic. # & State Last Name: First Name: MI: Phone: Fax: Cell:

More information

Life Investors Insurance Company

Life Investors Insurance Company Life Investors Insurance Company Appointment Requirements: Complete Application for Appointment Agreement Complete and Sign Fair Credit Reporting Act Disclosure Review and Sign Appointment Agreement Review

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into SureLC, our online contracting

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. We will then input this information into our contracting system,

More information

You can submit your paperwork one of the following ways:

You can submit your paperwork one of the following ways: Tired of filling out contracting paperwork? Simply fill out this document and send it back to us. This will provide us with the necessary information to fill out your contracts FOR YOU. By signing this

More information

Agent/Agency Licensing

Agent/Agency Licensing 1502 West Highway 54, Suite 401 Durham, NC 27707 919.489.3600 (T) 919.419.0401 (F) 800.928.4998 (T) www.tbrins.com Agent/Agency Licensing Agent Name: CARRIER(s) Requesting Contract with: If this is your

More information

Contracting Instructions

Contracting Instructions Contracting Instructions Mark Wall & Company utilizes a contracting vendor, SureLC, for contracting and appointments with the insurance carriers we work with. For you, the advantage to this system, is

More information

1. Tennessee Brokerage Agency Licensing Questionnaire 2. Signed Signature Page 3. Signed Disclosure Release Page

1. Tennessee Brokerage Agency Licensing Questionnaire 2. Signed Signature Page 3. Signed Disclosure Release Page Dear Valued Agent, We appreciate your consideration in allowing Tennessee Brokerage Agency (TBA) to address your life insurance appointment needs and we are excited to have the privilege of offering you

More information

ACT is designed to speed you through the Contracting process at

ACT is designed to speed you through the Contracting process at ACT is designed to speed you through the Contracting process at ACA. 1. Fill in the ACT Appointment Data Sheet 2. Sign the Authorization To Execute 3. Sign the Efficient Forms Signature Authorization We

More information

527 Plymouth Road, Suite 403 Plymouth Meeting, PA Phone: Fax: Fast Start Packet

527 Plymouth Road, Suite 403 Plymouth Meeting, PA Phone: Fax: Fast Start Packet 527 Plymouth Road, Suite 403 Plymouth Meeting, PA 19462 Phone: 866-496-5330 Fax: 610-729-7699 Fast Start Packet Complete all personal information on the following 2 pages. Answer all background questions.

More information

Return completed packet to Mercury Brokerage Group Licensing Dept. to or fax to

Return completed packet to Mercury Brokerage Group Licensing Dept.  to or fax to Contracting Packet Return completed packet to Mercury Brokerage Group Licensing Dept. Email to tspencer@emercury.com, or fax to 214.210.5998 Thank you for choosing Mercury Brokerage Group as your general

More information

Agent/Agency Licensing

Agent/Agency Licensing 1502 West Highway 54, Suite 401 Durham, NC 27707 919.489.3600 (T) 919.419.0401 (F) 800.928.4998 (T) Agent/Agency Licensing Agent Name: CARRIER(s) Requesting Contract with: STATE(s) Requesting Appointment

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into SureLC, our online contracting

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. We will then input this information into our contracting system,

More information

Contracting and Appointment Instructions

Contracting and Appointment Instructions Contracting and Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. We will then input this information into our contracting

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into SureLC, our online contracting

More information

Athene Annuity Contracting Package

Athene Annuity Contracting Package Send package to producer. Fax completed forms to Athene Annuity Producer Services at 864-609-3118. Reminder: Don't forget to submit the hierarchy form. Athene Annuity Contracting Package For Appointment

More information

Midland National Life Insurance Company Contracting Checklist

Midland National Life Insurance Company Contracting Checklist Midland National Life Insurance Company Contracting Checklist This checklist is intended to provide you with a list of steps to help have a successful appointment with Midland National. Follow these easy

More information

Social Security #: Gender: Resident State Insurance License #: Resident Insurance State: Last Name: First Name: Middle: Title:

Social Security #: Gender:   Resident State Insurance License #: Resident Insurance State: Last Name: First Name: Middle: Title: Social Security #: Gender: Email: Resident State Insurance License #: Resident Insurance State: Last Name: First Name: Middle: Title: Phone: Fax: Cell: Marital Status: Driver's Lic. #: DL State: Spouse

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. We will then input this information into our contracting system,

More information

S. DAKOTA License Fee $ The Representative must complete and mail the resident South Dakota license application to NMC.

S. DAKOTA License Fee $ The Representative must complete and mail the resident South Dakota license application to NMC. S. DAKOTA License Fee $25 Total Licensing Fees: $25 Resident License 1. The Representative must complete and mail the resident South Dakota license application to NMC. 2. The Licensing Department processes

More information

CONTRACT REQUEST FORM

CONTRACT REQUEST FORM CONTRACT REQUEST FORM PLEASE COMPLETELY FILL OUT ALL FIELDS AND INCLUDE A COPY OF YOUR INSURANCE LICENSE, E&O INSURANCE AND A VOIDED CHECK. Once you have completed the contract please return by Faxing

More information

Licensing/Contracting Requirements

Licensing/Contracting Requirements Licensing/Contracting Requirements Licensing/Contracting Requirements Once you ve completed the forms and signed where needed, you can fax (856-983-5063) or email (john@safemoney.com) these pages to John

More information

These documents can be ed to Attn: C&L Dept.

These documents can be  ed to Attn: C&L Dept. Philip C.K. Hu, CFP President Dear Valued Agent, We appreciate your consideration in allowing Transpacific Financial Inc to address your contracting needs and we are excited to have the privilege of offering

More information

Accident & Sickness Agency Application

Accident & Sickness Agency Application Life and Accident & Sickness Agency Application Accident & Sickness Agency Application If you have any questions about this application contact the Life Insurance Council of Saskatchewan or visit our web

More information

Your Producer Set-up Packet

Your Producer Set-up Packet Your Producer Set-up Packet Dear Agent, This is your Producer Set-up Packet. This completed document allows us to complete most of your carrier contracting without the need to have you fill out endless

More information

AUTOMATED APPOINTMENT SYSTEM

AUTOMATED APPOINTMENT SYSTEM Westland Financial Services, Inc. 1717 Kettner Blvd. Suite 200 San Diego, CA 92101 Office (800)238-8144 Fax (888)238-8154 www.westlandinc.com AUTOMATED APPOINTMENT SYSTEM Quick one time set up Westland

More information

For questions regarding the completion of this packet, please contact Amanda Barnes ext. 7018

For questions regarding the completion of this packet, please contact Amanda Barnes ext. 7018 Dear Valued Agent, We appreciate your consideration in allowing Designs in Life to address your contracting needs and we are excited to have the privilege of offering you our services. In order to complete

More information

Agent!Contracting!&!Appointment!

Agent!Contracting!&!Appointment! AgentContracting&Appointment WeappreciateyourconsiderationinallowingMCDBenefitsLLCtoaddressyour Life,Annuity&Disabilityneeds.Weareexcitedtohaveyouonboardandlook forwardtoservicingyou.inordertoprocessyourlicensingrequest,please

More information

Fast Start Packet. Attach copy of all LTC Training Certificates if getting licensed to sell LTCi

Fast Start Packet. Attach copy of all LTC Training Certificates if getting licensed to sell LTCi Fast Start Packet Complete this packet to get contracted with as many carriers as you d like. If you need to get contracted with additional carriers in the future, you can just email the request to HTA

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions We appreciate your consideration in allowing BackNine to address your Annuity, Disability, Life, and Long Term Care needs and are excited to have the privilege of

More information

SPECIMEN. Sign and date the Application For Appointment: Recruiter s signature is required.

SPECIMEN. Sign and date the Application For Appointment: Recruiter s signature is required. General Agent Contracting Kit Instructions: 225 South East Street P.O. Box 7192 Indianapolis, IN 46207-7192 Complete the Application For Appointment: Include Social Security number. Submit a copy of a

More information

UNIVERSAL CONTRACTING INSTRUCTIONS:

UNIVERSAL CONTRACTING INSTRUCTIONS: UNIVERSAL CONTRACTING INSTRUCTIONS: 1. Please complete all requested items. If Universal Contracting is returned incomplete, it will increase processing time. Please scrub the documents prior to submission.

More information

Thanks for Contracting Through Davis Life & Annuity!

Thanks for Contracting Through Davis Life & Annuity! Thanks for Contracting Through Davis Life & Annuity! To ensure a timely and smooth process, please include the following: Completed and signed contract / SureLC packet Copy of all resident and non-resident

More information

Agent Services of America, Inc. Contracting & Appointment Instructions

Agent Services of America, Inc. Contracting & Appointment Instructions Agent Services of America, Inc. Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into SureLC, our online contracting

More information

OneAmerica Producer Contracting

OneAmerica Producer Contracting OneAmerica Producer Contracting Use the checklist on the next page as a reference. Proper completion and submission of the necessary forms will help expedite the processing of your appointment. After completing

More information

Gerber Life Insurance Company

Gerber Life Insurance Company Gerber Life Insurance Company 445 State Street, Fremont MI 49412 www.gerberlife.com Gerber Life Insurance Company (Please print clearly and complete all questions, where applicable. This form is good for

More information

Insurance Designers of Dallas makes contracting. Fast & Easy

Insurance Designers of Dallas makes contracting. Fast & Easy Insurance Designers of Dallas makes contracting Fast & Easy 1. Fill out the entire packet & sign 2. Return the completed packet to Chelsie Parker E Mail: cparker@insdesign.com Fax: 214 368 0308 (no cover

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. The information in this questionnaire will be input in to

More information

Kansas Credit Services Organization Instructions for Application of Registration

Kansas Credit Services Organization Instructions for Application of Registration STATE OF KANSAS OFFICE OF THE STATE BANK COMMISSIONER CONSUMER AND MORTGAGE LENDING DIVISION 700 SW Jackson St., Suite 300 Topeka, Kansas 66603-3796 785-296-2266 Fax: 785-296-6037 Kansas Credit Services

More information

Bank of Mauritius Fit and Proper Person Questionnaire

Bank of Mauritius Fit and Proper Person Questionnaire BOM/BSD 11/ Form 1/October 2003 Revised January 2014 Revised June 2014 Annexure Bank of Mauritius Fit and Proper Person Questionnaire FOR ASSESSING THE FITNESS AND PROBITY OF PERSONS WITH MATERIAL INFLUENCE

More information

Appointment Application AIG Life Brokerage A division of the American International Companies. Part 1 Individual and Principal of Corporation. This is Required Information. Please Print Clearly Social

More information

Manager Contracting Coversheet

Manager Contracting Coversheet Manager Contracting Coversheet Direct Upline Name: Direct Upline Email Address: Agent Name: Resident State: Agent Email: Agent Phone: Agent City and State of birth: MANAGERS ONLY PLEASE SELECT CARRIER

More information

Please or fax all forms to HTA Financial

Please  or fax all forms to HTA Financial Fast Start Packet Complete this packet 1 time to get contracted with as many carriers as you d like. If you need to get contracted with additional carriers in the future, you can just email the request

More information

Sunlife Financial Contracting Instructions

Sunlife Financial Contracting Instructions Sunlife Financial Contracting Instructions Some of these forms will be used for some situations and not for others. Please follow the instructions below that pertain to your situation, and remember, required

More information

Thank You. Merci. Gracias. Danka Schein. Mahalo. Domo Arigato. Dziekuje. Spacibo. Thanks

Thank You. Merci. Gracias. Danka Schein. Mahalo. Domo Arigato. Dziekuje. Spacibo. Thanks Thank You Merci Gracias Danka Schein Mahalo Domo Arigato Dziekuje Spacibo Thanks Thank you for your interest in contracting with The Life Insurance Brokerage Pro, Inc. (The Life Pro). Please fill out the

More information

SIXTH JUDICIAL CIRCUIT COURT APPLICATION FOR JANUARY 2019 BAIL BONDSMAN LIST (Alternative 2 Property) Pursuant to MCL b

SIXTH JUDICIAL CIRCUIT COURT APPLICATION FOR JANUARY 2019 BAIL BONDSMAN LIST (Alternative 2 Property) Pursuant to MCL b SIXTH JUDICIAL CIRCUIT COURT APPLICATION FOR JANUARY 2019 BAIL BONDSMAN LIST (Alternative 2 Property) Pursuant to MCL 750.167b All persons desiring to engage in the business of becoming surety upon bonds

More information

CONTRACTING DATA FORMS

CONTRACTING DATA FORMS CONTRACTING DATA FORMS AGENT SERVICES OF AMERICA Please fill out the attached packet in its entirety and return to us; pcosta@agentsvs.com Or by fax to 866-462-002 or mail 400 komis Ave So., Venice, FL

More information

AGENT APPLICATION AND AGREEMENT REQUIREMENTS (AGTCTRT)

AGENT APPLICATION AND AGREEMENT REQUIREMENTS (AGTCTRT) Americo Financial Life and Annuity Insurance Company AGENT APPLICATION AND AGREEMENT REQUIREMENTS (AGTCTRT) Please check here if paperwork is for an Agency/Corporation Appointment Detailed below are all

More information

L I C E N S I N G P A C K E T

L I C E N S I N G P A C K E T L I C E N S I N G P A C K E T Please complete all fields on the following pages. Completion of this packet satisfies your appointment with any of the carriers we represent. E&O Coverage will need to be

More information

Contracting & Appointment Instructions

Contracting & Appointment Instructions Contracting & Appointment Instructions In order to complete your contrac ng request, please complete the following contrac ng ques onnaire. We will then input this informa on into our contrac ng system,

More information

Additionally, we ll also need you to fax, image or mail to us the following:

Additionally, we ll also need you to fax, image or mail to us the following: Dear Advisor, The most meaningful commitment we have made to you is to do all we can to make life insurance easier for you to include in your practice. A significant component of that is to reduce your

More information

ADJUSTER TESTING AND LICENSING INSTRUCTIONS FOR FORM AID-LI-ADJ RESIDENT ADJUSTER

ADJUSTER TESTING AND LICENSING INSTRUCTIONS FOR FORM AID-LI-ADJ RESIDENT ADJUSTER Rev. 10/19/2012 ARKANSAS INSURANCE DEPARTMENT LICENSE DIVISION 1200 WEST 3 RD STREET LITTLE ROCK AR 72201 PHONE NUMBER 501-371-2750 FAX NUMBER 501-683-2607 WEBSITE: WWW.INSURANCE.ARKANSAS.GOV/LICENSE/DIVPAGE.HTM

More information

For American Community Mutual Insurance Company

For American Community Mutual Insurance Company For American Community Mutual Insurance Company 1/07 A MERICA N COMMUNIT Y MUT UA L INSURA NCE C OMPA NY APPLICATION FOR AGENT APPOINTMENT All Questions Must Be Completed (If agent and agency are being

More information

Producer Set-Up Packet

Producer Set-Up Packet Social Security #: Gender: Date of Birth: / / Email: Resident Insurance: Lic. # & State Last Name: First Name: MI: Phone: Fax: Cell: Title: Marital Status: Maiden Name: Driver's Lic. #: DL State: Residential

More information

Sign and date the Application For Appointment: Recruiter s signature is required. Read, sign and date the Authorization for Release of Information.

Sign and date the Application For Appointment: Recruiter s signature is required. Read, sign and date the Authorization for Release of Information. 225 South East Street P.O. Box 7192 Indianapolis, IN 46207-7192 General Agent Contracting Kit Instructions: Complete the Application For Appointment: Include Social Security number. Submit a copy of a

More information

Uniform Application for Business Entity Adjuster License/Registration (Please Print or Type)

Uniform Application for Business Entity Adjuster License/Registration (Please Print or Type) Business Entity License/Registration (Please Print or Type) Check appropriate box for license requested. Resident License Resident Designated Home State: License #: Non-Resident Designated Home State:

More information

AML training was completed through LIMRA on: AML training was completed throughan independent program on: / / (Certificate Attached)

AML training was completed through LIMRA on: AML training was completed throughan independent program on: / / (Certificate Attached) FIDELITY LIFE New Agent Name: States to be appointed in: (Attach license copies) Anti Money Laundering (AML) Training Requirements: AML training was completed through LIMRA on: / / AML training was completed

More information

CONTRACTING PACKET CHECKLIST

CONTRACTING PACKET CHECKLIST CONTRACTING PACKET CHECKLIST FILL OUT & INCLUDE THE FOLLOWING FORMS: Completed Contracting Packet Copy of your individual/agency insurance license(s) Copy of your current E&O Proof of AML Proof of updated

More information

LOAN ORIGINATOR APPLICATION INSTRUCTIONS

LOAN ORIGINATOR APPLICATION INSTRUCTIONS LOAN ORIGINATOR APPLICATION INSTRUCTIONS Each person that meets the definition of an originator and who is not employed by a residential mortgage lender exempt under Section 1087(A), (B) or (C)(1) of the

More information

Carrier contract request*

Carrier contract request* Carrier contract request* LEAD CONTRACT: AMERICO GERBER MUTUAL OF OMAHA NON-LEAD CONTRACT AMERICO GERBER FORESTERS MUTUAL OF OMAHA UNITED AMERICAN UNITED HOME LIFE ASSURITY WASHINGTON NATL. PHOENIX LIFE

More information

Application for License, Permit and Miscellaneous Bonds BOND INFORMATION

Application for License, Permit and Miscellaneous Bonds BOND INFORMATION Surety Group Application for License, Permit and Miscellaneous Bonds A BOND INFORMATION Bond Number: TYPE OF BOND BOND AMOUNT REQUESTED EFFECTIVE DATE BOND TO BE FILED WITH (OBLIGEE) ADDRESS OF OBLIGEE

More information

FedNat Underwriters PO Box Ft. Lauderdale, FL Phone: (800) (option 3) Fax: (954)

FedNat Underwriters PO Box Ft. Lauderdale, FL Phone: (800) (option 3) Fax: (954) AGENCY QUESTIONNAIRE Thank you for your interest in representing FedNat Insurance Company / Monarch National Insurance Company and other nationally recognized insurance companies. Please complete the questionnaire

More information

Application (To be completed by Applicant and each partner and shareholder in Applicant)

Application (To be completed by Applicant and each partner and shareholder in Applicant) Application (To be completed by Applicant and each partner and shareholder in Applicant) Thank you for considering VRKADE, Inc. This form will help you prepare and present your personal and business information

More information

Demographic Information. Is the business entity affiliated with a financial institution/bank? Yes No

Demographic Information. Is the business entity affiliated with a financial institution/bank? Yes No (Please Print or Type) Check appropriate box for license requested. Resident License Non-Resident License o Identify Home State: o Identify Home State License #: Demographic Information 1 Business Entity

More information

Application for Consumer Finance License

Application for Consumer Finance License NC Office of the Commissioner of Banks Location: 316 W. Edenton Street, Raleigh, NC 27603 Mail Address: 4309 Mail Service Center, Raleigh, NC 27699-4309 Telephone: 919/733-3016 Fax: 919/733-6918 Internet:

More information

AGENT APPLICATION AND AGREEMENT REQUIREMENTS (AGTCTRT)

AGENT APPLICATION AND AGREEMENT REQUIREMENTS (AGTCTRT) Americo Financial Life and Annuity Insurance Company AGENT APPLICATION AND AGREEMENT REQUIREMENTS (AGTCTRT) Please check here if paperwork is for an Agency/Corporation Appointment Detailed below are all

More information

Contracting Made Easy

Contracting Made Easy Contracting Made Easy Complete our carrier contracting questionnaire once for all carriers. Our secure software generates carrier appointment forms with your information and electronic signature. Our contracting

More information

Anthem Contract. Medicare Health Benefits 2716 S. 6 th Avenue Tucson, Arizona (520) or (844) Fax (520)

Anthem Contract. Medicare Health Benefits 2716 S. 6 th Avenue Tucson, Arizona (520) or (844) Fax (520) Anthem Contract Medicare Health Benefits 2716 S. 6 th Avenue Tucson, Arizona 85713 (520)760-6223 or (844) 245-4152 Fax (520) 760-6224 Please COMPLETE the following: 1. PDS 2. Signature pages Please SEND

More information

Agent Appointment. Application / Contract

Agent Appointment. Application / Contract Agent Appointment Application / Contract Last Updated: 2.7.2017 AGENT APPOINTMENT APPLICATION/CONTRACT Please follow each of the steps below in order to assure efficient processing of your FirstCare Health

More information

Demographic Information. 17 Business Web Site Address 18 Business Address ( ) -

Demographic Information. 17 Business Web Site Address 18 Business  Address ( ) - (Please Print or Type) Check appropriate boxes for license requested. Resident License Non-Resident License o Identify Home State: o Identify Home State License #: New Application Additional Line(s) of

More information

APPLICATION CHECKLIST IMPORTANT Submit all items on the checklist below with your application to ensure faster processing. APPLICATION REQUIREMENTS

APPLICATION CHECKLIST IMPORTANT Submit all items on the checklist below with your application to ensure faster processing. APPLICATION REQUIREMENTS 1 of 22 State of Florida Department of Business and Professional Regulation Construction Industry Licensing Board Application for Change of Status- Inactive to Active and Qualify an Additional Business

More information

NSS Life Licensing Checklist

NSS Life Licensing Checklist NSS Life Licensing Checklist Please complete the following contracting papers. Remember to sign in the required areas. The more complete the application, the sooner it will be approved. Agents Name: Appointing

More information

PFG Marketing Group, Inc. Is Now Offering SureLC Contracting

PFG Marketing Group, Inc. Is Now Offering SureLC Contracting CONTRACTING INSTRUCTIONS: 1. Print this entire document 2. Choose the insurance carriers below you wish to be contracted with 3. Choose the states below you wish to be appointed in 4. Complete all areas

More information