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AGENT OF RECORD CHANGE REQUEST Complete this form to change the advisor who provides service on an individual life insurance or living benefits policy. For Industrial Alliance or Equitable Life please

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How to fill out agent of record change

01

To fill out agent of record change, follow these steps:

02

Obtain the appropriate form from the relevant organization or agency.

03

Fill in the required information, such as the current agent of record, the new agent of record, and any supporting documentation.

04

Submit the completed form to the appropriate organization or agency, either by mail, email, or through their online portal.

05

Follow up with the organization or agency to ensure that the change has been processed and implemented successfully.

06

Keep a copy of the completed form and any supporting documentation for your records.

Who needs agent of record change?

01

An agent of record change may be needed by individuals or businesses who want to change their designated representative or agent for a particular organization or agency. This change is typically required when there is a change in insurance provider, legal representation, or any other situation where a new agent is required to act on behalf of the individual or business.

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