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Click ‘Get Form’ to open the WFG Home document in the editor.
Begin by filling in the date at the top of the form. This is essential for establishing the timeline of your agreement.
In the first section, enter the name and code number of the Assigning Associate. Ensure accuracy as this identifies who is assigning leadership.
Next, input the name and code number of the Assigned Associate in their respective fields. This step is crucial for clarity in roles.
Proceed to fill in details for the Receiving Senior Associate, including their name and code number, ensuring all parties are correctly identified.
Review each section carefully, especially regarding compensation splits and responsibilities outlined in points 2 through 10 of the agreement.
Finally, gather signatures from all parties involved. Use our platform’s signature feature to sign electronically for convenience.

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