Get Canada Ivari Dcc369 2015-2025

Filling out the Canada Ivari DCC369 form online is a straightforward process designed to streamline the request for changing your servicing representative. This guide will walk you through each section of the form to ensure accurate completion.

Follow the steps to complete the form online effectively.

1. Click the ‘Get Form’ button to obtain the form and open it in the designated online format.
2. In the 'Policyholder (Owner)' section, clearly print your name to identify yourself as the current policyholder requesting the change.
3. For the 'New Representative' field, enter the name of the new servicing representative you wish to appoint for your policies with ivari.
4. List all the policies for which you are requesting a servicing representative change, ensuring each policy number is correct and complete.
5. If you do not remember the policy number, provide the policy owner's date of birth and, if comfortable, the policy owner's social insurance number (SIN) as optional information.
6. Sign and date the form where indicated to authorize the change, ensuring that two signatures are provided if required.
7. In the 'Representative Authorization' section, the new representative must print their name and enter their advisor code to validate their appointment.
8. The new representative should also sign and date the form, along with entering their distributor office or dealer code.
9. Once all sections are completed, review the form for accuracy before saving any changes. You can then download, print, or share the completed form as necessary.

Complete the Canada Ivari DCC369 document online to ensure a seamless change of your servicing representative.