Get the free Change Broker Sponsor Form - DFW Metro Housing
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Print Form Texas Real Estate Commission P.O. Box 12188 Austin, Texas 78711-2188 SALESPERSON SPONSORSHIP FORM-1 This form is to be used when CHANGING BROKERS or going from INACTIVE TO ACTIVE STATUS.
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How to fill out change broker sponsor form
How to fill out change broker sponsor form:
01
Obtain the change broker sponsor form from your current brokerage firm. This form is typically used when you want to transfer your account to a new broker or brokerage firm.
02
Fill out your personal information, including your name, address, phone number, and email address. Make sure to provide accurate contact details so that the new broker can reach out to you.
03
Indicate the reason for the change in brokers. This could be due to dissatisfaction with the current broker, seeking better services, or any other relevant reason. Providing a clear explanation can help the new broker understand your needs better.
04
Specify the details of your current account, including the brokerage firm's name, account number, and any other relevant information. This is crucial to ensure a smooth transfer of your assets and investments.
05
If you are transferring specific securities or investments, provide a detailed list of these assets. Include any necessary information such as ticker symbols, quantities, and descriptions.
06
Review the form for accuracy and completeness. Double-check that all the information provided is correct to avoid any delays or complications during the transfer process.
07
Sign and date the form. Your signature confirms that you have completed the form truthfully and agree to the terms of the transfer.
08
Submit the change broker sponsor form to your current brokerage firm. You may need to do this in person, by mail, or electronically, depending on the procedures of your current firm. Keep a copy of the form for your records.
Who needs change broker sponsor form?
01
Individuals who are dissatisfied with their current broker.
02
Investors looking for better services or lower fees offered by a different brokerage firm.
03
Those who wish to transfer their investments and assets to a new broker or brokerage firm for any other valid reason.
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