Get Relationship Hierarchy Addendum - Seniorcare Benefits

This guide provides a clear, step-by-step approach to completing the Relationship Hierarchy Addendum for SeniorCare Benefits online. Designed for ease of use, it aims to support you in accurately filling out required information for the addendum and ensuring all necessary fields are completed.

Follow the steps to complete the Relationship Hierarchy Addendum effectively.

1. Click the ‘Get Form’ button to access the Relationship Hierarchy Addendum and open it in your browser.
2. Begin by filling in the Field Marketing Organization (FMO) details. Enter the FMO Name, FMO Number, and the details for SGA, MGA, and GA as applicable.
3. Proceed to input the Agent and Solicitor names along with the Client Reference Number. Make sure to sign and date the form where required.
4. In the appointment level section, check the appropriate box for your position (e.g., FMO, SGA, MGA). Ensure all relevant licensing states are checked.
5. For the Errors and Omissions Coverage, attach the required active policy declaration page showing your name as the covered entity.
6. Complete the Individual Information fields. This includes legal name, social security number, birth date, home address, contact numbers, and email address.
7. Indicate the appointment type as either Individual or Corporation. If applicable, fill out the corporation details including the corporate name and tax identification number.
8. Address directly any criminal background information, providing details where 'Yes' answers are given and attach explanations where necessary.
9. Review the Conditions and Agreements section, signing to attest to the accuracy of your submission and agreeing to the company's terms.
10. After verification of all entries, you can save your changes, download the document, print it for your records, or share it as needed.

Start filling out the Relationship Hierarchy Addendum - SeniorCare Benefits online for a streamlined experience.