Application for Change - Western Financial Group Insurance Solutions 2026

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  1. Click ‘Get Form’ to open the Application for Change in our editor.
  2. Begin by filling out the Plan Member Information section. Enter your name and municipality name accurately.
  3. If applicable, indicate the reason for termination of coverage and provide the date you last worked.
  4. For name changes, input your previous name and your new name. Remember, this request must be completed within 31 days of marriage or divorce.
  5. If changing coverage designation, select whether it’s a change to family or single coverage. Complete the relevant sections based on your situation, including spouse details and dependent child information.
  6. In the Certification and Authorization section, review all statements for accuracy before signing. Ensure you understand how your personal information will be handled.
  7. Finally, add the employer's signature and date signed before submitting the form to Western Financial Group Insurance Solutions.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Clients initiate the process through a form letter known as a broker of record (BOR) letter. The industry recognizes this as the vehicle for changing brokers. The client prints the BOR letter on their company letterhead, signs it and forwards it to the new broker.
Schedule a meeting its best to have this conversation by phone, over a video call or even in person. Its more personal and respectful than an email. Be honest. Clearly explain your reasons for leaving.
When a policyholder decides to switch agents, they typically initiate the process by contacting their current agent to request the transfer. The existing agent will assist in transferring the policy to the new agent by providing necessary documentation, policy details, and any relevant records.
Yes, you can switch insurance agents for your auto, home, landlord and other policies while keeping the same insurance company. Many times bad service and experiences are the agents fault and not the insurance companys; so customers may want to use a new agent with the same insurance company.
Youll need to provide your insurance policy number, renewal dates, and likely fill out some paperwork. In some cases, you may be asked why youre requesting a change. You should not have to talk to the agent youre leaving.
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