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***PLEASE INCLUDE THIS TRANSMITTAL WITH FORESTERS CONTRACT*** Recruiter Name & Agent Number Phil Across 534765 Anti-Money Laundering Info (REQUIRED) Has Agent completed the training? Yes No If yes,
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Start by obtaining a copy of the document or information that needs to be transmitted.
02
Locate the section or form where the transmittal should be included. This is typically found at the beginning or end of the document.
03
Write a clear and concise heading on the transmittal, such as "Please Include This Transmittal."
04
Include your contact information, such as your name, title, organization, phone number, and email address. This will make it easier for the recipient to contact you if they have any questions or need further clarification.
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If necessary, include any additional notes or instructions that the recipient should be aware of. For example, if there are specific deadlines or requirements for reviewing or responding to the document.
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Double-check that all relevant information and documents have been included in the transmittal.
09
Finally, sign and date the transmittal to indicate that you are the sender.
Anyone who needs to transmit documents or information to another party may use a transmittal. This can include individuals, businesses, organizations, or government agencies. The transmittal serves as a formal way to send and receive important documents, ensuring clarity and accountability in the communication process.
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