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Complete the Broker Change Form for the Greater Lakes Association of REALTORS® and authorize auto pay for monthly MLS fees. Ensure compliance and avoid disruptions.

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What is broker change form?

A broker change form is a document used to officially change the broker representing an individual's or entity's financial accounts. It typically includes instructions for transferring accounts and updating the broker information.

Who is required to file broker change form?

Any individual or entity that wishes to change their current brokerage firm or financial advisor must file a broker change form.

How to fill out broker change form?

To fill out a broker change form, you typically need to provide your personal information, details of your current broker, details of your new broker, and any account-specific information required for transferring your assets.

What is the purpose of broker change form?

The purpose of the broker change form is to facilitate the transfer of accounts and assets from one broker to another, ensuring all necessary information is communicated for a smooth transition.

What information must be reported on broker change form?

The information required often includes the account holder's name, account number, current broker's details, new broker's information, and any specific transfer instructions or authorizations.

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