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November 12, 2015, New! Broker of Record Request Process In a continued effort to streamline support and improve broker service, please send all broker of record (FOR) requests to the Kaiser Permanent
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How to fill out broker of record request

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Point by point instructions on how to fill out a broker of record request:

01
Begin by obtaining the necessary broker of record request form from the appropriate insurance agency or organization.
02
Fill out the required personal information accurately and completely. This typically includes your name, contact information, and any relevant identification numbers.
03
Provide the details of the existing broker of record, such as their name, agency name, and contact information.
04
Indicate your desired new broker of record by providing their name, agency name, and contact information.
05
Include any additional supporting documentation or explanation if required. This may include reasons for requesting a change in broker of record or any specific circumstances that need to be considered.
06
Review the completed form to ensure all information is accurate and legible. Any errors or missing information could delay or invalidate the request.
07
Sign and date the form, confirming that all the information provided is true and accurate to the best of your knowledge.

Who needs a broker of record request:

01
Individuals or businesses who are currently working with an insurance agent or broker but wish to change their representative may need a broker of record request.
02
Companies or organizations that have multiple insurance policies or policies with different insurers may require a broker of record request to consolidate their insurance needs under one broker.
03
In situations where there is a dispute or dissatisfaction with the current broker, a broker of record request may be necessary to transfer the representation to a new broker.
Note: It's always advisable to check with the specific insurance agency or organization for their guidelines and requirements regarding filling out a broker of record request.
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Broker of record request is a formal request made by an insurance client to change the designated insurance broker on their policy.
The insurance client is required to file a broker of record request if they wish to change their designated insurance broker.
A broker of record request can typically be filled out by completing a form provided by the insurance company or broker, which usually requires the client's policy information and signature.
The purpose of a broker of record request is to officially designate a new insurance broker to handle an individual or organization's insurance policies.
The broker of record request typically requires information such as the client's policy number, the current insurance broker's information, the new insurance broker's information, and the client's signature.
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