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Doterra account transfer 2014 form-2026
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- Click ‘Get Form’ to open it in the editor.
- 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.
- Next, fill in the Applicant Name (Transferee) and Co-applicant Name. Ensure all names are spelled correctly to avoid processing delays.
- 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.
- 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.
- If applicable, complete the Ownership Form Change section by certifying your eligibility to retain your Wellness Advocate number while transferring ownership. Sign as required.
- Finally, ensure all necessary documents such as W-9 forms and Business Licenses are attached before submitting for approval.
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