May
13
2026
Updated Forms & Processes
We’ve introduced four new forms to streamline updates and ensure smooth processing for our members:
Agent Transfer Form*
Agent Termination Form
Agent Change of Information Form
Office Change of Information Form (Broker Only)
*Please note an important update to the Agent Transfer Process:
- All outstanding invoices must be paid in full before a transfer can be processed.
- Broker signature is required.
Starting June 1st, these forms will be required for all agent transfers, terminations, and information changes.
