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Transition - Galleria Knowledge Base 2026

The document outlines the appointment process for agents seeking to work with AXA Equitable Life Insurance Company. It details four essential steps: completing a Personal Data Sheet, attaching copies of resident and non-resident state insurance licenses, and providing a Form U-4 Status Report. Additionally, it specifies that all documents must be sent to the Licensing Department at the agent's Broker/Dealer, and explains the pre-appointment status until a new business application is submitted.

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Click ‘Get Form’ to open it in the editor.
Begin by completing the Personal Data Sheet. This section requires your basic information, including your name, addresses, and contact details. Ensure all fields are filled accurately.
Attach a copy of your Resident State Insurance License. If you do not have this document, reach out to your resident state for a duplicate.
If applicable, attach your Non-Resident State Insurance License(s). Verify that you have the necessary licenses for any states where you will solicit clients.
Include your Form U-4 Status Report. Contact your Broker/Dealer’s licensing department if you need assistance obtaining this report.
Once all documents are completed and attached, submit them to the Licensing Department at your Broker/Dealer for processing.

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