Get Form Pengalihan Service Agent Prudential

This guide provides clear and supportive instructions on how to fill out the Form Pengalihan Service Agent Prudential online. Understanding the necessary steps will ensure a smooth process for transferring service responsibilities and assisting clients effectively.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to obtain the form and access it for editing.
2. Complete the section for termination of the agent, which includes details such as the name of the leader terminating the agent, agent code, office code, city, name of the agent being terminated, agency code, and the reason for termination.
3. Provide the required information for the replacement agent in the form, including the name, agent code, office code, direct leader's name, license number, and persistence level.
4. If applicable, indicate that the service is being transferred to the Personal Assistant Center (PAC) by filling in the relevant details according to the guidelines provided.
5. Fill in the attachment section with the list of transferred policies, detailing the original agent name, agent code, replacement agent name, policy numbers (up to 50), policy status, policyholder’s name, and domicile city.
6. Review all completed sections for accuracy and ensure all necessary approvals and signatures are obtained.
7. Once the form is filled out completely, save your changes, and follow the process to download, print, or share the completed form as needed.

Ensure to fill out documents online efficiently by following these structured steps.