Get Producer Data Sheet - Bcri4comb

Completing the Producer Data Sheet - Bcri4comb is a straightforward process that requires accurate input of personal and professional details. This guide provides a clear, step-by-step approach to ensure users can fill out the form effectively and efficiently.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to retrieve the Producer Data Sheet - Bcri4comb and open it in the editor.
2. Begin by filling in the Broker/Dealer and Agency information. This includes the Broker/Dealer Name, Agency Name, Broker/Dealer TIN, and Agency TIN.
3. Provide Producer Information. Specify how you primarily market your insurance products, ticking either ‘In a bank/credit union lobby’ or ‘Through non-bank relationships’. Indicate if you receive a 1099 from your Broker Dealer by selecting ‘Yes’ or ‘No’.
4. Select the lines of business you wish to sell by checking the applicable boxes: Fixed, Life, VA. Next, indicate your FINRA licenses by checking all that apply from the given options.
5. Complete the Personal Information section by entering your First Name, Middle Name, Last Name, FINRA CRD No., ID No. from your Broker/Dealer, SSN (with dashes), and Date of Birth in mm/dd/yyyy format.
6. Enter your Producer's Mailing Address, including the attention/in care of name if required, Street Address, City, State, ZIP, and Country. Make sure to include the Business Telephone, Fax, and E-Mail Address.
7. Select your preferred contacts for additional items by indicating whether Jackson should contact the Producer or the Broker/Dealer or Affiliated Agency.
8. Review the required documents section and ensure you have completed the Background Investigation Information Form, signed, and dated it. Prepare to attach this to your submission.
9. Continue by checking the companies you are applying for, including Jackson, Jackson of NY, and Brooke, along with the states you wish to be appointed. Provide necessary license numbers and effective dates for these states.
10. Read the Disclosure and Consent section carefully. By signing, you agree to the terms as outlined. Ensure to certify that all provided information is accurate. Provide your Signature, Printed Name, and Date Signed.
11. Once you complete the form, you can choose to save your changes, download the file, print it, or share it as required.

Complete your Producer Data Sheet - Bcri4comb online today to streamline your appointment process.