Get Download The Naifa Membership Application (pdf). - Naifa

Filling out the NAIFA Membership Application is an important step for individuals seeking to join the National Association of Insurance and Financial Advisors. This guide will provide clear, step-by-step instructions to ensure a seamless completion of the application process.

Follow the steps to successfully complete your membership application.

1. Press the ‘Get Form’ button to retrieve the application and open it in your preferred PDF reader.
2. Begin with the 'Applicant Information' section. Please ensure to print or type your responses clearly. Include your name, date of birth, and other personal information as requested.
3. Identify the referer’s name, which must be an active NAIFA member, and specify your desired membership type (Active, Associate, Student, or Transfer Only).
4. In the 'Business Information' section, provide details regarding your primary company and any applicable firm/agency name. If you are applying under a home address, make sure to indicate which address you wish for correspondence.
5. Choose your preferred method of submitting the application: online, by mail, email, or fax. Ensure you have the necessary means of payment ready.
6. In the 'Payment Information' section, fill in your dues amounts accurately. Ensure to calculate the total, considering local, state, and NAIFA dues.
7. Complete the 'Authorization Agreement for Monthly Debit/Credit Card Pay' if you wish to enroll in the monthly payment plan. Select the appropriate payment method and provide the necessary financial details.
8. Review the 'Membership Agreement' section. By signing, you confirm your adherence to the bylaws and Code of Ethics.
9. Save any changes made to the document. You can then choose to download, print, or share the completed form as necessary.

Take the next step towards your membership and complete the NAIFA application online today.