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Begin by filling out Section I, which includes the purpose of the change. Specify if it’s a combination of entities, change of ownership, or merger/consolidation. Include relevant dates for each change.
In Section II, provide detailed information about each entity involved. Enter the name and location, policy number, rating ID number, and legal status for both before and after any changes.
Proceed to Section III to list ownership information. Ensure you include all owners' names and their respective ownership percentages. Use additional columns if necessary for clarity.
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