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Carrier L&C Forms Information
Carrier L&C Forms Information
Information and Rules related to Carrier Contracting Paperwork.
AuguStar Financial (Formerly Ohio National)
AuguStar Financial - DataLink Integration
American National
American National Integration
CL Life
CL Life & Annuity 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
Ameritas Integration
Which Ameritas Carrier should I use?
Aetna / American Continental / Continental Life
Aetna / American Continental / Continental Life Integration
Commission forms excluded from SureLC
AFLAC
Aflac Tier One - DataLink Integration
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
American Home Life
American Home Life (MedSupp/Patriot Series FE) - DataLink Integration
ASPIDA Life Inc Co
ASPIDA Life Ins Co - DataLink 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
Brighthouse
Brighthouse Integration
Capitol Life (MedSupp)
Capitol Life (MedSupp) Integration
Cigna
Cigna Issuing Companies & Aligned States
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 (Forethought) - Direct Integration
Global Atlantic - Name Change
Accordia - Transmittal & Annualization Forms Excluded from SureLC
MassMutual (Annuity) Ascend
MassMutual (Annuity) Ascend Integration - FKA: Great American
Agency Profile & Agency Agreements excluded from SureLC
Great Western Ins Co
Great Western Ins Co Integration
Guarantee Trust Life (GTL)
Guarantee Trust Life (GTL) 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 to Setup Schedule Settings for Lincoln Financial (LFG)
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)!
Oxford / Christian Fidelity Life Insurance Companies
Oxford Life and Christian Fidelity Integration
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
Reliance Standard
Reliance Standard DataLink Integration
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
