Get Annualization Addendum To General Agents Or General

The Annualization Addendum to General Agent’s or General Producer’s Agreement is a vital document that outlines the terms for commission payments in relation to life insurance policies. This guide provides a step-by-step approach to completing the form accurately and efficiently online.

Follow the steps to complete the addendum online.

1. Press the ‘Get Form’ button to access the Annualization Addendum and open it in your designated online form editor.
2. In the opening paragraph, enter the effective date of the Annualization Addendum. This date should reflect either the date Fidelity and Guaranty Life Insurance Company executes the Addendum or the date the Master General Agent/Producer approves it, whichever is later.
3. Fill in the complete name of the General Agent/Producer as it appears on the General Agent’s/Producer’s Agreement in the second paragraph.
4. Insert the effective date of the General Agent’s/Producer’s Agreement where indicated in the form.
5. In Paragraph #1, specify the percentage amount of the first-year commissions that will be annualized and paid as an initial commission. Include this figure in both word and numeral format.
6. Type or print the name of the General Agent/Producer, along with their Agent Code Number, in the signature provisions section.
7. Have the General Agent/Producer sign and date the Addendum.
8. If applicable, insert the title of the General Agent/Producer below their signature; leave it blank or note 'General Agent/Producer' if they are an individual.
9. Type or print the name of the Master General Agent/Producer and include their Agent Code Number in the signature provisions.
10. Have the Master General Agent/Producer sign and date the Addendum.
11. Insert the title of the Master General Agent/Producer below their signature; leave it blank or note 'Master General Agent' if they are an individual.
12. Ensure the Addendum is signed and dated by an officer or an authorized representative of Fidelity and Guaranty Life Insurance Company.
13. Below the signature of the representative, make sure to include their title.
14. At the final step, review all entries for accuracy, save your changes, and proceed to download, print, or share the completed form as required.

Complete your documents online today to ensure timely processing and compliance.