Get Mmlia/ash File Share Program - Windows

This guide provides a step-by-step approach for users navigating the MMLIA/Ash File Share Program - Windows online. By following these instructions, users can efficiently complete the necessary forms required for insurance processing.

Follow the steps to complete the MMLIA/Ash File Share Program forms online.

1. Use the ‘Get Form’ button to access the form and open it in your editor.
2. Begin by filling out the Ash Authorization Form, providing the name of the insured, date of birth, Social Security number, and state. Ensure to include the name and contact number of the advisor.
3. Specify the purpose of the authorization by stating that Ash Brokerage is permitted to access and release nonpublic personal information related to the insured's eligibility for insurance products.
4. Read and sign the authorization, ensuring it is dated appropriately. Include the signature of a witness along with their printed name.
5. Complete the MMLIA/Ash File Share Cover Sheet by including pertinent details such as agent name, MML GA office number, MML policy number, client name, face amount, product type, and any additional notes that may assist with processing the request.
6. Confirm that you have attached the necessary illustration and that all fields are completed accurately. Double-check for completeness to avoid processing delays.
7. Once you have filled out both forms, email them, along with any necessary attachments, to mmlfileshare@ashbrokerage.com.
8. After submission, monitor your email for a confirmation from Ash Brokerage indicating that your request has been received and further instructions regarding the case.

Start completing your MMLIA/Ash File Share Program forms online today!