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ADVISOR CHANGE AUTHORIZATION
Please use this form to change the financial advisor and/or broker-dealer servicing your
investment. Your new financial advisor will have the information you need to complete
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How to fill out advisor change authorization form

How to fill out advisor change authorization form:
01
Obtain the form: Start by requesting the advisor change authorization form from the appropriate department or office. This may involve visiting the registrar's office, academic advising office, or student services center, depending on your institution.
02
Review the instructions: Read through the instructions provided with the form carefully. Familiarize yourself with the requirements and any supporting documents that may be needed.
03
Fill in personal information: Begin by entering your personal information, such as your name, student ID or social security number, and contact details. Ensure that all information is accurate and up-to-date.
04
Indicate the current advisor: In the designated section, specify the name of your current advisor or academic mentor. This allows the institution to identify the advisor you are seeking to change.
05
State the reason for the change: Provide a brief explanation for why you are requesting an advisor change. This can include factors such as a mismatch in academic interests, lack of effective communication, or a desire for a different support system.
06
Choose a new advisor: In the form, indicate the name of your preferred advisor or a specific faculty member you wish to be assigned to. Alternatively, you may ask for the department or office to reassign the advisor based on their expertise or availability.
07
Sign and date the form: At the end of the form, there will be a section for your signature and date. Make sure to sign the form and provide the current date to validate your request.
Who needs advisor change authorization form:
01
Students seeking a change in their academic advisor: The advisor change authorization form is primarily required for students who wish to switch their assigned academic advisor. This could be due to various reasons, including changing majors, personal preferences, or conflicts with the current advisor.
02
Institutions and academic departments: The advisor change authorization form is used by educational institutions and academic departments to keep records of advisor assignments and facilitate efficient communication between students and advisors. It helps them ensure that students receive proper support and guidance.
03
Academic advisors and faculty: The form is beneficial for academic advisors and faculty members as it provides them with updated information regarding their advisees. By receiving the form, advisors can be aware of any changes in the students they are assigned to and can plan their advising responsibilities accordingly.
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What is advisor change authorization form?
The advisor change authorization form is a document that allows individuals or organizations to request a change in their assigned advisor.
Who is required to file advisor change authorization form?
Anyone who wants to change their assigned advisor is required to file the advisor change authorization form.
How to fill out advisor change authorization form?
To fill out the advisor change authorization form, you need to provide your personal information, details of your current advisor, and reasons for requesting the change.
What is the purpose of advisor change authorization form?
The purpose of the advisor change authorization form is to officially request a change in assigned advisor.
What information must be reported on advisor change authorization form?
The advisor change authorization form requires you to report your personal information, details of your current advisor, and reasons for requesting the change.
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