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Carrier L&C Forms Information
Carrier L&C Forms Information
Information and Rules related to Carrier Contracting Paperwork.
AFLAC
Tier One Insurance Company, a subsidiary of AFLAC - DataLink Integration
American Home Life
American Home Life (MedSupp/Patriot Series FE) - DataLink Integration
Guarantee Trust Life (GTL)
Guarantee Trust Life (GTL) Integration
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?
American Equity
American Equity Integration
Ameritas
Which Ameritas Carrier should I use?
Aetna / American Continental / Continental Life
Aetna / American Continental / Continental Life Integration
Commission forms excluded from SureLC
Allianz
Allianz PREFERRED Contracting Forms Request
Allianz - Why are TRANSFER forms included in CONTRACT Requests?
Allianz Two Step Confirmation Process
Signatures for Allianz
American Benefit Life
American Benefit Life DataLink Integration
American General / United States Life
American General - Email Addresses
American General - W-9 Requirements
American General - Collateral assignment vs. Absolute assignment
American General - Why is the GA signature missing on the EFT form?
American General - Contract Change Form
American General - SureLC Data Integration
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
Capitol Life (MedSupp)
Capitol Life (MedSupp) 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
Gerber (LIFE) - Integration
Voided Check Missing from the Gerber Contract Bundle
Global Atlantic - Forethought / Accordia
Global Atlantic - Name Change
Accordia - Transmittal & Annualization Forms Excluded from SureLC
Great American
Great American Integration
Agency Profile & Agency Agreements excluded from SureLC
Great Western Ins Co
Great Western Ins Co Integration
Illinois Mutual
No EFT Form
John Hancock
John Hancock - LOA/Solicitor's EFT Requirements
Lincoln Financial Group
Lincoln Financial Group Integration
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
How To Activate Forms Needed For LSW / National Life Group
Medico
Medico Integration
Medico - Name Change in SureLC
Minnesota Life / Securian
Minnesota Life / Securian Integration
Mutual/United of Omaha
Mutual of Omaha - Agreements Not Included in Bundle
Mutual of Omaha - Compensation Levels are NOT populating on the Transmittal
Mutual of Omaha - Transmittal Forms Missing
Nationwide
Nationwide - Data and Image Integration with Status Updates
North American
North American - Not Able To Choose More Than Two States
North American - Image + Data Integration (with Status Updates)!
Pacific Life
PLIC / PLA - How do I add this carrier?
Principal
Principal - Broker Expense Allowance (BEA) form
Prudential
Prudential - Data and Image Integration with Status Updates
Prudential
Prudential Carriers Setup by Business Channel
Sagicor
Sagicor Integration with Status Updates
Sentinel Security Life
Transfer & Dual Contracting Rules for Sentinel Security Life
Symetra
Symetra Integration
Symetra Contracting Requirements - Licenses
UnitedHealthcare Ins Co - Medicare Solutions
UHC (Medicare Solutions) - Requirements Mandated in SureLC
UHC (Medicare Solutions) - EFT & Assignment Of Commissions
UnitedHealthcare Ins Co - Medicare Solutions Integration with Status Updates
United Health One / Golden Rule
Why are background questions NOT pulling from the producers profile?
Voya / Reliastar / Security Life of Denver
AML Certification of Completion
Voya - Missing Forms
