Get Rm Agency Set Up/change Form R Ates, R Eserves, & T Erm S G ...

Filling out the RM Agency Set Up/Change Form is crucial for agents and brokers to ensure proper setup and any changes to their agency. This guide provides clear, step-by-step instructions to help you accurately complete the form online.

Follow the steps to successfully fill out your form.

1. Press the ‘Get Form’ button to access the form and open it in your selected online editor.
2. Begin by filling in the date at the top of the form. Ensure that the date is current.
3. Enter the RM number in the designated field. This is essential for identifying your agency.
4. Input the agent or broker's name in the provided line, ensuring the information is accurate and clearly written.
5. If you are setting up a new agent, indicate whether the external application is included or pending by checking the appropriate box.
6. If you are making a program change, write the A/B number in the specified section.
7. In the RM comments section, add any relevant notes or comments regarding your submission.
8. Complete the program details by indicating whether you are using a no fee program or specifying how many basis points will be added to the buy rate.
9. Fill in the sell rates or spreads as applicable, ensuring accurate percentage and dollar amounts are recorded.
10. Proceed to the funding section and clearly indicate the desired funding method, checking all that apply.
11. Complete the New York service agreement and electronic notices, providing one email or fax number for communication.
12. Finally, review all entered information for accuracy, then save your changes. You can also download, print, or share the completed form as needed.

Complete your RM Agency Set Up/Change Form online today for a smoother process.