Get the free Change of Broker-PLIACSVC-104-PLA10.13.pdf

Protective Life & Annuity Insurance Company Life and Health Insurance Administration P.O. Box 12687 Birmingham, AL 352026687 POLICY NO: INSUREDS NAME: OWNERS NAME: INSURANCE & ANNUITY CHANGE OF INVESTMENT

How to fill out change of broker-pliacsvc-104-pla1013pdf

How to fill out change of broker-pliacsvc-104-pla1013pdf:

1. Start by opening the change of broker-pliacsvc-104-pla1013pdf form on your computer. Ensure that you have the necessary software or application to view and fill out PDF forms.
2. Carefully read through the instructions and information provided at the beginning of the form. This will help you understand the purpose and requirements of the change of broker-pliacsvc-104-pla1013pdf.
3. Begin by providing your personal information in the designated fields. This may include your full name, contact details, and any identifying numbers such as a social security or employee ID number.
4. Next, provide the name and contact information of your current broker. This could be an individual or a brokerage firm that you are currently associated with.
5. In the appropriate section, specify the effective date of the change. This is the date from which the change of broker will take effect. Make sure to enter the accurate date to avoid any confusion or potential issues.
6. Review all the information you have entered so far to ensure accuracy. Double-check spellings, numbers, and contact details to avoid any errors.
7. If there are any additional sections or fields specific to your situation, complete them as instructed. This may include detailing any agreements or arrangements with your new broker.
8. Once you have filled out all the required information on the form, save a copy for your records before submitting it. It is also recommended to print a physical copy for backup.

Who needs change of broker-pliacsvc-104-pla1013pdf?

1. Any individual who wishes to switch their brokerage affiliation or change their appointed broker may need to fill out the change of broker-pliacsvc-104-pla1013pdf form.
2. This form is particularly relevant for individuals who are regulated by certain organizations or governing bodies that require formal documentation for broker changes, such as within the insurance or financial industries.
3. It may also be applicable for both brokerage firms and individual brokers, depending on the specific requirements and procedures outlined by their respective regulatory bodies.

Note: It is essential to consult with the appropriate regulatory authority or legal counsel to determine if the change of broker-pliacsvc-104-pla1013pdf form is required in your specific situation and to ensure compliance with any relevant rules or regulations.

For pdfFiller’s FAQs

What is change of broker-pliacsvc-104-pla1013pdf?

The change of broker-pliacsvc-104-pla1013pdf is a form used to update the broker of record for a specific insurance policy.

Who is required to file change of broker-pliacsvc-104-pla1013pdf?

The policyholder or the current broker of record is required to file the change of broker-pliacsvc-104-pla1013pdf form.

How to fill out change of broker-pliacsvc-104-pla1013pdf?

The form must be completed with information about the current broker, the new broker, and details of the insurance policy.

What is the purpose of change of broker-pliacsvc-104-pla1013pdf?

The purpose of the form is to officially transfer the responsibilities of the broker of record for an insurance policy.

What information must be reported on change of broker-pliacsvc-104-pla1013pdf?

The form requires information about the current broker, new broker, policy details, and reason for the change.

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