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Filling out the Appointment Data Sheet is a crucial step for individuals seeking to become appointed as agents. This guide provides clear and supportive instructions to help users complete the form accurately and effectively.

Follow the steps to successfully complete the Appointment Data Sheet.

1. Click the ‘Get Form’ button to obtain the Appointment Data Sheet and open it in your preferred editor.
2. Begin with Section 1, where you will provide your personal information. Start by entering your Social Security Number, Date of Birth, Last Name, and First Name. Make sure to include your Middle Initial, Residential Address, City, State, and Zip Code accurately.
3. Continue in Section 1 by filling out your Business Address, if applicable, including the City, State, and other required details such as Phone, Fax, and Email. Indicate your citizenship status by selecting ‘Yes’ or ‘No’ for U.S. Citizenship.
4. In Section 2, select the products you wish to sell by marking the appropriate checkboxes next to options like Variable Annuity, Life and Health, or others specified in this section.
5. Move to Section 3 to provide your Applicant License Information, including your Resident License State, License Number, and CRD Number, if applicable.
6. Section 4 is the Application Questionnaire. Carefully answer all questions regarding your criminal history and licensing status. Ensure you check the appropriate boxes for 'Yes' or 'No' responses, and provide any necessary explanations in the designated area.
7. Finally, review the form for any mistakes or omissions. Once everything is filled out correctly, save your changes, and download, print, or share the Appointment Data Sheet as needed.

Complete your Appointment Data Sheet online today to start your journey as a licensed agent.