Carrier L&C Forms General Information

• How do I add a form to SureLC?
• W-9 Page Carrier Requirements
• E&O Carrier Requirements
• Which Carriers Are Available Within SureLC?

Aetna / American Continental / Continental Life

• Commission forms excluded from SureLC

Allianz

• Allianz PREFERRED Contracting Forms Request
• Why are TRANSFER forms included in CONTRACT Requests?
• Allianz Two Step Confirmation Process
• Signatures for Allianz

American General / United States Life

• American General - GIWL Contracting
• American General - W-9 Requirements
• American General - Collateral assignment vs. Absolute assignment
• American General - MSG Integration
• American General - Why is the GA signature missing on the EFT form?
• American General - Contract Change Form

See all 8 articles

Assurity Life

• Assurity - Legacy contracting forms requests
• Why can't I find Annualization forms for Assurity

Banner Life / William Penn / Legal & General America

• Banner/William Penn - Assignment of Commissions / ABNCA Agreement
• Banner/William Penn - W-9 requested for LOA Solicitor
• Banner/William Penn - Transmittal page included in contracting bundles
• Legal & General America Integration

Equitrust

• Separate Equitrust contract bundled for each product line

Genworth

• Genworth Instructional Guide - Producer Information Form (PIF) training
• How do I setup the Hierarchy & Compensation schedule for Genworth?
• I need a different upline signature on the Annualization form for Genworth
• Assignment of Commissions form Requirements for Genworth

Gerber

• Voided Check Missing from the Gerber Contract Bundle

Global Atlantic - Forethought / Accordia

• Forethought - TRANSITIONING Annuity Products
• Global Atlantic - Name Change
• Accordia - Transmittal & Annualization Forms Excluded from SureLC

Golden Rule / United Health One

• Why are background questions NOT pulling from the producers profile?

Great American / Annuity Investors

• Great American / Annuity Investors Integration
• Agency Profile & Agency Agreements excluded from SureLC

Great Western Ins Co

• Great Western Ins Co Integration

Illinois Mutual

• No EFT Form

John Hancock

• Consumer Investigation Authorization (CIA) / Producer Terms & Conditions Forms

Lincoln Financial Group

• Lincoln Financial - 3rd Party Assignment Form
• How do I setup the carrier schedule for LFG?
• Wrong Comp Builder/Recruiter Report is generating in SureLC

LSW / National Life Group

• Transmittal forms for LSW / National Life Group
• How To Activate Forms Needed For LSW / National Life Group

Mass Mutual

• Where is the Mass Mutual carrier selection?

Medico

• Medico Integration
• Medico - Name Change in SureLC

Minnesota Life / Securian

• Minnesota Life: Transmittal isn't populating (Annuities)

Mutual/United of Omaha

• Agreements Not Included in Bundle
• Compensation Levels are NOT populating on the Transmittal
• Transmittal Forms Missing

Nationwide

• Nationwide Annexus Forms

North American

• Not Able To Choose More Than Two States For Appointment
• North American - Image + Data Integration (with Status Updates)!

Ohio National

• Electronic Signatures for Ohio National

Pacific Life

• PLIC / PLA - How do I add this carrier?

Presidential Life

• Presidential Life Renamed Athene Annuity & Life Assurance Company of New York
• Discontinuation of LIFE Products

Principal

• Broker Expense Allowance (BEA) form

Prudential

• Prudential’s Agreement Requirements

Sentinel Security Life

• Transfer & Dual Contracting Rules for Sentinel Security Life

SureBridge / Chesapeake

• SureBridge/Chesapeake - Missing Forms

Symetra

• I need a Transmittal form available for Symetra contracts
• Symetra Contracting Requirements - Licenses

Transamerica

• Transamerica Family Market Divisions - NEW Unified Contracting Package
• Transamerica Compensation Schedules

UnitedHealthcare Ins Co - Medicare Solutions

• UHC (Medicare Solutions) - Requirements Mandated in SureLC
• UHC (Medicare Solutions) - Setting up Assignment Of Commissions
• UnitedHealthcare Ins Co - Medicare Solutions Direct Integration

Voya / Reliastar / Security Life of Denver

• AML Certification of Completion
• Voya - Missing Forms
• ING U.S. - Name change to Voya Financial