Follow the steps to complete your form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section A, provide your information as an agent. Include your name, social security number, address, and at least one daytime or evening phone number for verification purposes.
3. Move on to Section B to enter details about your training. Record the title of the training program, the date you completed it, and select the entity that provided the training. Ensure to list their contact information.
4. In Section C, you will need to affirm your completion of the training by signing and dating the form. This acknowledgment confirms that you understand the requirements imposed on insurance companies by the regulations.
5. If your training was delivered by an insurance company, bank, or broker-dealer, proceed to Section D. This section requires the delivering entity to affirm that the training program meets compliance standards or to provide a certificate of completion.
6. Once all sections are completed, make sure to review your entries for accuracy. After verification, you can save your changes, download, print, or share the completed form as needed.

Complete your documents online with ease and ensure compliance today.