Enrollment Application - Financial Education Services 2026

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  1. Click ‘Get Form’ to open the Enrollment Application in the editor.
  2. Begin by entering your personal information. If enrolling as an individual, provide your first name, last name, and Social Security Number (SSN). For business enrollment, include the company name and Federal Tax ID.
  3. Fill in your contact details including street address, city, state, ZIP code, email, and phone numbers. Ensure all information is accurate to avoid processing delays.
  4. Select your payment method for the $286 FES Protection Plan Membership fee. Enter credit card details including number, CVV, expiration date, and billing address.
  5. Review the commission information section. Choose how you wish to receive commissions—either via direct deposit or by submitting a Direct Deposit Form later.
  6. Read through the terms and conditions of enrollment carefully before signing. Ensure you understand your rights and obligations as an Independent Sales Agent.
  7. Finally, sign and date the application at the designated areas before submitting it through our platform for processing.

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