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Assurity checklist pdf

Assurity checklist pdf 2026

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The document is a contracting checklist for agents wishing to work with Assurity Life Insurance Company. It outlines the necessary forms and documents required for appointment, including consumer report disclosures, agent agreements, and proof of errors and omissions insurance. The document emphasizes compliance with state licensing laws and provides instructions for submitting paperwork. Additionally, it details the process for obtaining an agent number and highlights training requirements related to anti-money laundering.

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Click ‘Get Form’ to open the assurity checklist PDF in the editor.
Begin by filling in your Agent/Agency name and Direct Upline details at the top of the form. Ensure that all information is typed clearly for easy readability.
Next, review the list of documents required. Check off each item as you complete it, including forms like the Appointment for Application and W-9 Form. This will help you keep track of what has been submitted.
For any optional documents, such as the 50% Annualization Advance Agreement, decide if you wish to include them based on your needs.
Once all fields are filled out, save your changes. You can then choose to send the completed checklist via email or print it directly from our platform.

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Versions	Form popularity	Fillable & printable
2016	4.8 Satisfied (101 Votes)
2016	4.4 Satisfied (381 Votes)

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