Revised EquiTrust Contracting Paperwork
Available Now – Required December 1
EquiTrust contracting documents are revised, and now include a new form required by Vector One (commission debit-balance screening service): Agent Debit Check Authorization (ET-DEBITCHECK).
Update All Contracting Forms Now
The revised contracting forms – dated 11-20 – may be used immediately, and are available on the Agent Gateway website: Agents.EquiTrust.com. The revised forms will be required beginning December 1, 2020.
To view and print the most current contracting and hierarchy forms, click here.
You may also access from the website’s upper navigation bar, select Forms & Supplies > Forms > Search by Form Category: Licensing & Contracting.
Helpful Contracting Resources
Contracting Checklist – ET-3202 (11-20)
NAIC Producer Licensing Model Act; Override Commissions – ET-3400 (10-20)
Business Solicitation Requirements – ET-3104 (02-20)
Just-In-Time Agent Contracting FAQ – click here
*To find these resources on the Agent Gateway Website, in upper tool bar select Forms & Supplies > Forms > Licensing & Contracting; or search by form number.