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100105TAICAgent-Agency Appointment Checklist

100105TAICAgent-Agency Appointment Checklist 2025

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4.8 out of 5

154 votes

The document is an Agent/Agency Appointment Checklist for TruAssure Insurance Company, outlining the necessary forms and requirements for agents and agencies to complete their appointment process. It includes details on the Appointment Request form, Broker Agreement, tax information (W-9), insurance licenses, FFM Marketplace training certificates, and background authorization. The document specifies different requirements based on whether commissions are paid to the agent or agency and provides instructions for submitting completed paperwork.

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Click ‘Get Form’ to open the 100105TAICAgent-Agency Appointment Checklist in the editor.
Begin by filling out the 'AGENT' section. Complete the Appointment Request form, ensuring all required fields are filled accurately.
Next, sign the Broker Agreement where indicated. This is essential for both agents and agencies.
If applicable, provide your W-9 tax information. Remember, this is only necessary if commissions are paid directly to you.
Upload copies of your current insurance agent license(s) for each state where you will be soliciting business.
Complete the Background Authorization Form and ensure it is signed before submission.
For agencies, repeat similar steps in the 'AGENCY' section, ensuring an Officer completes and signs the Appointment Request form.
Review all sections for completeness and accuracy before submitting your checklist via mail, fax, or email as specified.

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Versions	Form popularity	Fillable & printable
2017	4.8 Satisfied (154 Votes)

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