American General and United States Life now require a W-9 to be completed for each entity or individual being contracted.
How will this affect the contract bundles?
- LOA Solicitor bundles will now include a W-9 even though the solicitor is not earning commissions directly from the carrier.
- Business Entity bundles will now include TWO W-9 forms. One for the Firm, and one for the Signing Officer.
Please see the attached announcement for details.