Or Application 04-072-05055 Consumer Report Disclosure and Authorization 04-022-05055 Agent Agreement 04-199-05055 W-9 Form Individual State License(s) Corporate State License(s) (If Applicable) Proof of E&O Automatic Deposit Authorization 04-023-05055 (REQUIRED) 50% Annualization Advance Agreement 04-041-05005 IG 50% (OPTIONAL) If acting as a Solicitor , only submit the following forms: Appointment for Application 04-072-05055 Consumer Report Disclosure and Authorization 04-0.

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How to fill out the ABS Assurity Contracting Checklist online

Completing the ABS Assurity Contracting Checklist is a crucial step for agents looking to establish their partnership with Assurity. This guide provides clear and supportive directions on how to efficiently fill out this form online.

Follow the steps to fill out the ABS Assurity Contracting Checklist online.

  1. Click the ‘Get Form’ button to obtain the ABS Assurity Contracting Checklist and open it in your preferred document editor.
  2. Begin by filling out the 'Agent/Agency' field with your full name or the name of your agency as applicable, ensuring it is legible.
  3. Enter the name of your direct upline in the corresponding section, and provide your agent number when prompted.
  4. Review the list of documents required for submission, making note of which items you need to complete and return, such as the appointment application, consumer report disclosure, and agent agreement.
  5. If you are submitting as a solicitor, make sure to mark the relevant forms you will need, ensuring accurate completion of the solicitor agreement and appropriate licenses.
  6. Collect any necessary documents, such as state licenses and proof of Errors & Omissions (E&O) coverage, attaching them as instructed.
  7. Make sure to fill out all required forms completely. Each form should be printed clearly in ink or typed, as unclear submissions may lead to processing delays.
  8. After all sections are filled and documents are attached, you may save changes, download, print, or share the form with the specified email, mailing address, or fax number.

Complete your documents online today to ensure a smooth contracting process with Assurity.

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