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Click ‘Get Form’ to open the account transfer form 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.
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 policy regarding account transfers.
Sign in the Signature of Transferor field and, if applicable, have your Co-applicant Transferor sign as well.
Next, review and complete the Transferee Terms and Conditions. The Transferee must also sign in their designated area.
If you wish to keep your Wellness Advocate number, complete the Ownership Form Change section on page two, ensuring all signatures are provided.
Finally, submit your completed form for approval by a dōTERRA Representative.
Start using our platform today to streamline your account transfer process for free!
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