American General - W-9 Requirements

Chris Toth -

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.

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