Get Trust Membership Form

Filling out the Trust Membership Form online can be a straightforward process if you approach it step by step. This guide will help you navigate through the form's components, ensuring you provide all necessary information accurately and efficiently.

Follow the steps to complete the Trust Membership Form online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital format.
2. Enter your contact information. This includes your preferred correspondence language, last name, first name, and any company information if applicable. Ensure all fields are filled accurately to avoid any processing delays.
3. Provide your head office address and any branch address if necessary. Make sure to include the city, province, and postal code for both addresses to ensure correct processing.
4. Fill in your phone number, fax, cellular, and any secondary phone numbers. These are crucial for any follow-up communication regarding your application.
5. Select your occupation type from the provided options. It's important to accurately represent your professional status as it relates to the referral membership.
6. Indicate how long you have been in business and how you heard about the Agent Referral Program. Your responses can provide valuable context.
7. If applicable, indicate whether you would like to advertise the PTC Secured Card on your website and estimate the volume of applications you expect to process each month.
8. Select how you plan to generate referrals, choosing from the listed options such as website, direct contact, or other methods.
9. Complete the monthly commission payment information, indicating whether payments should be sent to the company head office or branch office, or to another address.
10. Read the disclaimer thoroughly. By signing, you are certifying the truthfulness of the information provided, agreeing to the terms outlined, and confirming your legal age.
11. Finally, add your signature and date at the bottom of the form. Ensure all required sections are complete before submitting.
12. Once you've finalized the form, you can save changes, download a copy for your records, print it if necessary, or share it through the specified channels.

Complete the Trust Membership Form online today for a seamless application process.