Get Authorization For Contract Change - Wfg-onlinecom

Filling out the AUTHORIZATION FOR CONTRACT CHANGE form is essential for individuals seeking to request a promotion within the WFG organization. This guide provides a clear, step-by-step approach to ensure users can accurately complete the form online.

Follow the steps to effectively complete the form.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. In the designated area, enter the name of the associate for whom the promotion is being requested. Fill in their code number and the current date.
3. Indicate whether this is a level change by selecting the appropriate option for the new contract level of the WFG associate. Ensure that all requirements for promotion, as outlined in the WFG Compensation System and Promotion Guidelines, are met.
4. Obtain the first direct upline SMD's approval by providing their signature and code number in the specified fields. Remember that their approval is necessary for all contract changes from Associate to SMD.
5. Acquire the approval of the first direct upline CEO MD (Level 70 or above) by including their signature and code number. This approval is essential for changes to the SMD position.
6. The associate requesting the promotion must also sign the document and provide their code number in the appropriate section.
7. If applicable, indicate if a Builder’s Exchange is requested by selecting either Option A or Option B. Provide the necessary details, including the associate names and code numbers.
8. Review the completed form for accuracy and completeness. Once confirmed, you can save changes, download, print, or share the form as needed.

Complete your documents online today to ensure an efficient promotion process.