Get Division Clearance Form

Completing the Division Clearance Form is an essential step in maintaining a clear communication channel with LegalShield. This guide provides straightforward instructions on how to effectively fill out the form online, ensuring you submit it correctly.

Follow the steps to complete the Division Clearance Form online.

1. Click ‘Get Form’ button to obtain the form and access it in the editor.
2. Begin by entering the date in the designated field. Ensure that the format is clear and accurate.
3. Fill in your name and title in the appropriate fields. This information is important for identification purposes.
4. Provide the street address, city, state, and zip code where you are located. This helps establish your contact information.
5. If applicable, include the name of your corporate headquarters and corporate website. This may be relevant for larger entities.
6. Enter the name of your local office or the broker, agent, or insurance intermediary you are associated with.
7. Indicate whether you are working with a Regional Sales Manager (RSM) by selecting 'Yes' or 'No'.
8. Fill out the sponsoring associate's name and associate number if required.
9. Specify the nature of the clearance request by answering whether it is a personal relationship. If you answer 'Yes', provide additional details if the relationship is non-broker certified.
10. Review the statement regarding compliance with the terms of the agreement and ensure that you understand your obligations.
11. Sign the form electronically and enter the date of your signature. This step is crucial to validate your submission.
12. After completing the form, you can choose to save changes, download, print, or share the form as needed.

Complete your Division Clearance Form online today to ensure swift processing and compliance.