Get Certus Group Appointment Data Sheet

Completing the Certus Group Appointment Data Sheet is an essential step for agents to obtain their appointment with Certus Management Group. This guide provides clear instructions to help you fill out the form accurately and efficiently.

Follow the steps to fill out your appointment data sheet correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by checking the box for the state(s) where you are requesting appointment. Ensure that you accurately select all relevant states.
3. Enter the agent's full name in the designated field, providing your complete legal name.
4. Fill in your resident address, including street, city, state, and ZIP code, ensuring all information is current and correct.
5. Provide your date of birth in the specified format, which may typically require month, day, and year.
6. If your mailing address differs from your residential address, include this information in the appropriate fields.
7. List your Social Security Number or Federal Identification Number if it is different from the previous address.
8. Complete the business name and address fields if applicable, ensuring that this information matches your official business registration.
9. Indicate the county for appointment for the state of Florida if applicable.
10. Provide the name and contact number for your licensing contact within your company to facilitate communication.
11. Read the notification about the investigative report carefully. Then perform your final review of the filled form.
12. Finally, sign and date the form in the designated areas to certify that the information provided is accurate and that you understand the procedures.
13. After completing the form, you can save changes, download, print, or share the form as needed, ensuring you send it to the appropriate contact at Certus Management Group.

Complete your Certus Group Appointment Data Sheet online to expedite your appointment process today.