Doterra account transfer 2014 form-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your Current Account Number and Current Account Holder Name (Transferor) in the designated fields. If applicable, include the Current Co-applicant Name.
  3. Next, fill in the Applicant Name (Transferee) and Co-applicant Name. Ensure all names are spelled correctly to avoid processing delays.
  4. Review the Transferor Terms and Conditions carefully. By signing, you acknowledge understanding of the policies regarding account transfers. Sign in the provided Signature of Transferor field.
  5. The Transferee must also read and agree to their Terms and Conditions. After understanding these terms, they should sign in the Signature of Transferee field.
  6. If applicable, complete the Ownership Form Change section by certifying your eligibility to retain your Wellness Advocate number while transferring ownership. Sign as required.
  7. Finally, ensure all necessary documents such as W-9 forms and Business Licenses are attached before submitting for approval.

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2014 4 Satisfied (59 Votes)
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