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Servicing advisor change - VANCE Financial Group 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the name of the policy owner. For corporate-owned policies, include the full legal name, including designations like Company, Limited, or Inc.
- Input the client’s policy number(s) in the designated fields. Ensure all relevant policy numbers are included for accurate processing.
- Designate a new servicing advisor by filling in their name (first, middle initial, last). Remember not to provide a corporate code here.
- If applicable, ensure that signatures and titles of two signing officers or one signing officer with a corporate seal are provided for corporate owners.
- Complete the signature fields for policy owners and witnesses. Include dates formatted as dd/mmm/yyyy.
- Review all entries for accuracy before submitting your completed form via mail or fax as instructed.
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