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PlanwatchGroupReportingPortalChangeRequestForm
Paramount/E:___
Sequestrate:___
Requestor:Broker(FillinBrokerNumber___)Group:___Organizational:___
RequestedChange:**ChooseONLYONE**AgentofRecord(AOR)Change:___
CurrentAgentonFile(Broker#___)/NewAgentofRecord(Broker#___)
EmailaddressofNEWAOR___
InternalStaffingChange:___
Removes___/EmailaddressofUserbeingremoved___
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How to fill out group reporting portal change

How to fill out group reporting portal change
01
Log in to the group reporting portal using your credentials.
02
Navigate to the 'Change Request' section.
03
Fill out the necessary fields such as reason for change, details of the change required, and any supporting documents.
04
Submit the change request for review and approval by the authorized personnel.
05
Once the change is approved, you will receive confirmation and the necessary updates will be made to the group reporting portal.
Who needs group reporting portal change?
01
Employees or team members who need to update or modify information in the group reporting portal.
02
Managers or supervisors who need to approve changes in the group reporting portal.
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What is group reporting portal change?
The group reporting portal change is a platform where companies can report changes to their group structure.
Who is required to file group reporting portal change?
Companies with changes to their group structure are required to file group reporting portal change.
How to fill out group reporting portal change?
You can fill out group reporting portal change by logging into the portal and entering the required information about the group structure changes.
What is the purpose of group reporting portal change?
The purpose of group reporting portal change is to provide transparency and accurate information about changes in group structures.
What information must be reported on group reporting portal change?
Companies must report details such as changes in ownership, subsidiaries, mergers, and other relevant information.
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