Get Zurich Insurance & Annuity Change Of Brokerdealer Agent Authorization Fax Number Form

Filling out the Zurich Insurance & Annuity Change Of Brokerdealer Agent Authorization Fax Number Form online is an essential process for managing your insurance and annuity agreements. This guide will walk you through the steps to ensure that you complete the form correctly and efficiently.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with section A, which requires the contract owner(s) information. Fill in the Contract Owner(s) Name, Current Address, Policy or Contract Number(s) to be transferred, and the New Agent’s Phone Number. If this is a block transfer, check the designated box in section A.
3. If you are changing the broker/dealer, proceed to section B. Document the details of the Previous Agent, Previous Broker/Dealer, New Agent, and New Broker/Dealer. Make sure to include the New Branch Address with the correct Street Address, City, State, and Zip code.
4. For changes within the same broker/dealer, fill out section C. Provide the New Agent's information along with the Previous Agent's name and address. Make sure to include the Broker/Dealer Name and the New Branch Address for receipt of client statements.
5. Finally, navigate to section D for signatures. Obtain the necessary signatures from the contract owner, previous agent, and joint owner (if applicable). Ensure that all dates are correctly filled in next to each signature.
6. After completing all the sections, carefully review the form for accuracy. You can then save your changes, download, print, or share the form as required.

Complete your Zurich Insurance & Annuity Change Of Brokerdealer Agent Authorization Form online today to manage your policies effectively.