Get Safeco Fillable Broker Of Record Form

This guide helps you navigate the process of completing the Safeco Fillable Broker Of Record Form online. By following these steps, you can efficiently provide the necessary information to appoint your new insurance representative.

Follow the steps to complete the form successfully.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Enter the date of completion at the top of the form. This indicates when the appointment of the new agent becomes effective.
3. Fill in the name of the new agent where indicated, followed by their business address, including street address, city, state, and ZIP code.
4. Specify the effective date of the new agency appointment by writing it in the designated space.
5. Provide the name and contact information (business address, street address, city, state, and ZIP code) of the former agent, indicating they are being replaced.
6. List the insurance policies being transferred by entering the policy numbers in the space provided.
7. Sign the form as the insured person, including your printed name, street address, city, state, and ZIP code.
8. Include the name of the policyholder and the agency name at the end of the form.
9. Finally, review the filled form for accuracy and completeness. After confirming all information is correct, you can save changes, download, print, or share the form.

Complete your documents online with ease today.