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BrokerOfRecord Letter (Individual)(Date) Broker Administration Attn: Kyle Johnson Horizon Blue Cross Blue Shield of New Jersey 3 Penn Plaza East, PP 13E Newark, New Jersey 071052200 Sub ID (CC ID

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How to fill out broker-of-record letter individual

01

To fill out a broker-of-record letter individual, follow these steps:

02

Start by writing the date at the top of the letter.

03

Next, include your contact information, such as your name, address, and phone number.

04

Address the letter to the insurance company or agency that currently holds your policy.

05

Clearly state in the opening paragraph that you are authorizing the new broker to act as your broker-of-record.

06

Include detailed information about your current policy, such as the type of insurance, policy number, and policy effective dates.

07

Provide information about the new broker you wish to appoint, including their name, agency name, contact information, and any relevant licenses or certifications they hold.

08

Sign the letter and include any necessary attachments or documentation.

09

Send the letter to both your current insurance company or agency and the new broker.

10

Keep a copy of the letter for your records.

11

Please note that the specific requirements and procedures for filling out a broker-of-record letter individual may vary depending on your location and the insurance company's policies. It is recommended to consult with your insurance company or broker for any additional guidelines or instructions.

Who needs broker-of-record letter individual?

01

Anyone who wishes to change their insurance broker or agent for an individual policy may need a broker-of-record letter. This letter authorizes a new broker to act as the official representative for the policyholder and handle all related insurance matters. It is especially necessary when there are commissions or business relationships involved between insurance brokers and insurance companies. By submitting a broker-of-record letter, the policyholder can ensure that their new broker will have the authority to manage their policy and receive any applicable commissions.

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What is broker-of-record letter individual?

Broker-of-record letter individual is a document that designates a specific broker as the official representative of an individual for insurance purposes.

Who is required to file broker-of-record letter individual?

The individual seeking to designate a new broker as their official representative for insurance purposes is required to file a broker-of-record letter individual.

How to fill out broker-of-record letter individual?

To fill out a broker-of-record letter individual, the individual must include their name, policy number, current broker information, new broker information, and sign and date the document.

What is the purpose of broker-of-record letter individual?

The purpose of a broker-of-record letter individual is to officially designate a new broker as the representative of an individual for insurance matters.

What information must be reported on broker-of-record letter individual?

The broker-of-record letter individual must include the individual's name, policy number, current broker information, new broker information, and must be signed and dated.

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