W-9 Page Carrier Requirements

Chris Toth -

This section covers information related to inclusion of  a W-9  form within SureLC Contracting Bundles.

WHY ISN'T THE W-9 PAGE INCLUDED?

Certain carriers don't require a W-9 form to be included with Contracting Paperwork submitted.  There are a couple reasons this may occur.

  • In some instances the carrier may have included language in their contracting forms to eliminate the need for this extra form. 
  • In other cases the carrier only requires a W-9 for entity types that are earning commissions directly from the carrier. In these instances a W-9 will not produce in the bundled package for LOA Solicitors or Institutional producers.

 

CARRIERS SURELC DOES NOT INCLUDE A W-9 AT ALL

  • Gerber Life Insurance Co (Medicare Supplement Products)
  • Mutual Of Omaha Ins Co
  • Omaha Insurance Company
  • Omaha Life Insurance Company
  • Prudential Annuities Life Assurance Corporation
  • Prudential Financial
  • Prudential Ins Co Of America
  • Security Life Of Denver Ins Co
  • United of Omaha
  • Minnesota Life (Annuity Division only)
  • Western United Life Assurance Co

 

CARRIERS SURELC DOES NOT INCLUDE A W-9 FOR LOA SOLICITORS

  • Athene Annuity and Life Company (Formerly Known as Aviva)
  • Banner Life
  • Gerber Life Insurance Co (Fixed Life Products)
  • Golden Rule Ins Co
  • United Health One
  • William Penn Life Ins Co Of New York

 

Have more questions? Submit a request

Comments