Servicing advisor change - VANCE Financial Group 2025

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. Input the client’s policy number(s) in the designated fields. Ensure all relevant policy numbers are included for accurate processing.
4. Designate a new servicing advisor by filling in their name (first, middle initial, last). Remember not to provide a corporate code here.
5. If applicable, ensure that signatures and titles of two signing officers or one signing officer with a corporate seal are provided for corporate owners.
6. Complete the signature fields for policy owners and witnesses. Include dates formatted as dd/mmm/yyyy.
7. Review all entries for accuracy before submitting your completed form via mail or fax as instructed.

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