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FMO Relationship Hierarchy Addendum - Wehelpinsurance.com

FMO Relationship Hierarchy Addendum - Wehelpinsurance.com 2026

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The document outlines the procedures and requirements for agents seeking appointment with UnitedHealthcare Insurance Company, including a writable form for submitting personal and business information, criminal background checks, and conditions of agreement. It details the hierarchy of Field Marketing Organizations (FMO), General Agents (GA), and other related entities involved in marketing Medicare Advantage Plans and other health products. Additionally, it includes an assignment of commissions form and a W-9 tax form for taxpayer identification.

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Click ‘Get Form’ to open the FMO Relationship Hierarchy Addendum in the editor.
Begin by filling in your personal information, including your legal name, social security number, and contact details. Ensure all fields are complete and legible.
In the 'Change in Hierarchy' section, specify any changes needed for onboarding or appointment states. Use the Tab key to navigate through fields efficiently.
Complete the sections for FMO, SGA, MGA, GA, AGT, and SOL names and numbers as applicable. Make sure to check the appropriate appointment level.
Indicate which states you wish to appoint by checking all that apply from the provided list.
Review your entries for accuracy before signing and dating the document at the bottom of the form.
Finally, submit your completed form via email or fax as indicated on the last page.

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2011	4.5 Satisfied (56 Votes)

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