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AGENT OF RECORD TRANSFER Forms form cannot be used for Agent of Record transfers for Commercial Policies×AGENCYNAME:AGENCYePASID:AGENCYADDRESS:AGENCYPHONE: AGENCY FAX:AGENTSFULLNAME:AGENTDFSLICENSE#:BothMultiperilandWindrequestsareprocesseduponreceipt.

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What is agent of record transfer?

Agent of record transfer is the process of changing the designated individual or company responsible for handling an insurance policy.

Who is required to file agent of record transfer?

The policy holder or insured individual is typically required to file an agent of record transfer.

How to fill out agent of record transfer?

To fill out an agent of record transfer, the policy holder must submit a written request to the insurance company, providing the details of the new agent or broker.

What is the purpose of agent of record transfer?

The purpose of agent of record transfer is to ensure that the policy holder has a designated representative to manage their insurance policy effectively.

What information must be reported on agent of record transfer?

The agent of record transfer must include details of the new agent or broker, the policy number, and any relevant contact information.

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