Get Contract Information Sheet

The Contract Information Sheet is a crucial document for agents engaging with West Coast Life Insurance Company. This guide provides clear step-by-step instructions to help users complete the form online, ensuring all necessary information is accurately provided.

Follow the steps to fill out the Contract Information Sheet online.

1. Click the ‘Get Form’ button to access the Contract Information Sheet and open it in your chosen editor.
2. Begin by entering your agent name in the designated fields—include your first name, middle initial, and last name as they appear on your license. If you are representing a corporation, please provide the corporate name along with your title.
3. Next, fill in the BGA name, BGA agent number, branch code, and your agent contract level. Ensure that all information is current and accurate.
4. Provide the next level agent number as needed, and review the requirements for contract and appointment, ensuring you have the necessary documents ready.
5. In the background questionnaire section, enter your social security number and current residence address, ensuring that each field is filled out completely.
6. Specify your mailing address and physical business address. The mailing address will be used for all correspondence, so double-check for accuracy.
7. Identify the states in which you plan to solicit business by listing your resident license and any other states where business will be conducted.
8. Complete the business and personal experience section as instructed, noting any history that may be relevant, particularly focusing on any previous representation with West Coast Life Insurance Company or any past contract terminations.
9. Carefully read the certification statements at the end of the form. Sign and date the document to affirm that all information is correct to your best knowledge.
10. Once completed, users can save changes, download the finished form, print it for their records, or share it with the necessary parties.

Ensure your contract information is accurate and submit your completed Contract Information Sheet online today.