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New Contracting Procedures for Agency Appointments

New Contracting Procedures for Agency Appointments

Please alert your licensing staff to this requirement.

To streamline and ensure accuracy of commission payments, EquiTrust will revise contracting procedures for agency appointments. Effective January 1, 2016, agency contracting must include the attached Agency Business Entity Certification Form (Form ET-AGT-ENTITY-3503), as well as a copy of a corporate resolution.

In addition, certain requests for changes to currently contracted agencies will require this form. These include, but are not limited to, changes with respect to:
• Authorized signors
• Agency banking information
• Address changes


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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