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Enrollment Application - Financial Education Services

Enrollment Application - Financial Education Services 2025

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4.8 out of 5

26 votes

The document is an Independent Sales Agent Enrollment Application for Financial Education Services (FES) and includes details on how to enroll as an independent sales agent, payment information, commission options, and terms of agreement. It outlines the responsibilities and rights of the agent, including independent contractor status, non-solicitation agreements, and dispute resolution procedures. Additionally, it covers the FES Protection Plan offerings and terms for enrollment in various financial services. The document emphasizes the need for accurate information submission and provides cancellation rights within specified timeframes.

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Click ‘Get Form’ to open the Enrollment Application in the editor.
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.
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.
Select your payment method for the $286 FES Protection Plan Membership fee. Enter credit card details including number, CVV, expiration date, and billing address.
Review the commission information section. Choose how you wish to receive commissions—either via direct deposit or by submitting a Direct Deposit Form later.
Read through the terms and conditions of enrollment carefully before signing. Ensure you understand your rights and obligations as an Independent Sales Agent.
Finally, sign and date the application at the designated areas before submitting it through our platform for processing.

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Versions	Form popularity	Fillable & printable
2016	4.8 Satisfied (26 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are FACTS and fees in school?

FACTS works with schools across the country to provide tuition management services that make education more affordable. Through our programs, parents can pay tuition and fees over time, using a variety of payment methods, making it easier to afford a quality education for their children.

Is the enrollment fee one time?

An enrollment fee is a one-time payment required when new members join a gym or club. It is separate from the regular monthly or annual membership fees and is typically used to make up the marketing expenses.

Who qualifies for facts tuition assistance?

FACTS Grant Aid Assessment does not set any income guidelines or have restrictions on who may apply for financial aid. If you feel your family should receive financial aid, it is to your benefit to apply.

How much is the FACTS application fee?

The Application Fee to apply is $40.00; paid at the time your application is submitted. Please be prepared to upload your 2022 Federal Tax Form and W-2s for all those that have income in the household.

How much is the facts enrollment fee?

For other families whose banking information is already set up for monthly draws in FACTS Tuition Management, your annual FACTS enrollment fee will increase from $45 to $50.