Licensing Papers

Licensing Papers Search
  Name Size Type Created On
American Equity License Papers 0.52 MB Acrobat 3/28/2007 
Appointment application, Consumer Report Authorization, Agents Agreement
AVIVA License Papers 1.5 MB Acrobat 8/5/2009 
E&O Required! Appointment application, authorization, Anti-Money Laundering form (only needed if you took a course OTHER THAN LIMRA),amendment, Producer Contract.
AXA/MONY License Papers 0.85 MB Acrobat 2/10/2010 
E&O REQUIRED. If you have taken your Anti-Money Laundering training from a vendor OTHER than LIMRA, please attach proof. Please complete and sign the Agent Profile and Sales Agreement
Companion Life & Mutual of Omaha (NY) License Papers 1.37 MB Acrobat 7/7/2010 
ANTI-MONEY LAUNDERING REQUIRED. LIMRA is the ONLY acceptable course. E&O REQUIRED. Complete and sign the Info Form, Disclosure, and Special Agent Agreement.
Genworth - NY - Life License Papers 0.22 MB Acrobat 7/15/2010 
For Life and Annuity business ONLY. Anti-Money Laundering required. Need Producer Information Form signed on Page 8. If EFT NOT elected, commission will pay quarterly.
Genworth - NY - Long Term Care License Papers 1.53 MB Acrobat 7/15/2010 
For Long Term Care only. Need Information form, Compensation Arrangement, Advertising Guideline, and Agent Agreement.
Genworth Commission Assignment form 0.23 MB Acrobat 3/28/2007 
Use ONLY if you want your commissions paid to someone other than yourself.
Hartford License Papers 0.47 MB Acrobat 6/9/2010 
License papers can be submitted at the same time as your first application in NY. LIMRA Anti-Money Laundering required. Proof of E&O required
John Hancock - LIFE - License Papers 0.35 MB Acrobat 3/28/2007 
E&O required! Information Sheet
John Hancock - LTC - License Papers 0.4 MB Acrobat 3/28/2007 
Must be appointed PRIOR to submitting your first app. Appointment Data Sheet. For LTC Only!
Lincoln Commission Assignment form 40.85 KB Acrobat 4/13/2007 
Use ONLY if you want your commissions paid to someone other than yourself.
Lincoln License Papers 1.33 MB Acrobat 4/13/2007 
Anti-Money Laundering Compliance required. Professional Profile, Disclosure Authorization, Producer Agreement.
MedAmerica License papers 2 MB Acrobat 7/14/2009 
E&O REQUIRED! Complete and sign Producer Profile, Producer Agreement, Business Agreement, and Code of Conduct. If selling the Partnership Plan in NY, also include your Partnership Certificate. Be sure license papers are dated one day before the date on the client's application.
MetLife - DISABILITY - License papers 1 MB Acrobat 8/27/2008 
For the sale of DISABILITY products ONLY. Appointment form, W-9, Disclosure, Producer Agreement.
MetLife - Long Term Care - License Papers 0.54 MB Acrobat 1/5/2010 
For Long Term Care only! If writing the partnership plan, also need a copy of your Partnership Certificate.
MetLife-First MetLife License Papers 0.65 MB Acrobat 2/8/2008 
FOR LIFE PRODUCTS ONLY! Profile Form and Disclosure.
National Integrity License Papers 0.18 MB Acrobat 7/31/2009 
Agent Information Form required preferably before 1st app is submitted.
Nationwide License Papers 0.32 MB Acrobat 3/3/2009 
E&O Required! This paperwork is for individual appointments only. Complete Agent Data Sheet, and return with Anti-Money Laundering proof (of you took a course OTHER THAN LIMRA).
Old Mutual (NY) License Papers 1.57 MB Acrobat 5/7/2008 
Old Mutual prefers license papers be submitted PRIOR to your first application. Please complete and sign the Producer Info Form.
Penn Mutual - LIFE - License Papers 0.38 MB Acrobat 6/3/2008 
You MUST be appointed PRIOR to submitting business with Penn Mutual. E&O Required! Please complete and sign the Sub-Agent Appointment Form, Certification, and Disclosure.
Presidential License Papers 0.88 MB Acrobat 4/1/2009 
License papers should be submitted with your first new business application. Please be sure to follow the Anti-Money Laundering requirements on the Agent Licensing Information Form. Direct Deposit is the ONLY method of commission payment.
Principal Commission Assignment Form 69.21 KB Acrobat 4/16/2009 
Use ONLY if you want commissions paid to someone other than yourself.
Principal Life - License Papers 2.88 MB Acrobat 7/8/2009 
E&O REQUIRED. Need Producer Info Form, Consumer Report Auth, Direct Deposit Agreement, and DD715 contract. If writing in a corporate name, Producer Info form is in corporate name, and Producer Appointment form (in the packet)is in the name of the writing officer.
Protective Life Commission Assignment 78.6 KB Acrobat 3/28/2007 
Use ONLY if you want your commissions paid to someone other than yourself.
Protective Life License Papers 1.55 MB Acrobat 3/28/2007 
E&O REQUIRED! Background questionaire, W-9, NY certification, Commission Direct Deposit (MANDATORY), Agt Agreement, and add'l form if writing business as an officer/sub-licensee of a corporation. For Life products only.
Prudential - CORPORATE - License Papers 2.04 MB Acrobat 3/24/2009 
E&O Required. Seperate Confidential Data Sheet for both the Firm/Agency AND the writing producer. Please be sure both are completed. Prudential also now requires the Firm/Agency NY license AND the Producer's individual license. License papers should be submitted at the same time as your 1st application, as Prudential will NOT appoint until your 1st application is submitted.
Prudential - INDIVIDUAL - License Papers 1.46 MB Acrobat 3/24/2009 
E&O Required. Confidential Data Sheet, Disclosure, Broker Agreement. Prudential will not appoint until 1st new business application is submitted. Please submit license papers with your 1st app.
Reliastar (NY) License Papers 0.71 MB Acrobat 2/26/2010 
E&O REQUIRED. Please complete the Application For Appointment and Contract. Please note Anti-Money Laundering requirements under Section D.
Reliastar Commission Assignment form 0.11 MB Acrobat 4/21/2009 
Use ONLY if you want your commissions paid to someone other than yourself
SBLI - License Papers 1.34 MB Acrobat 4/15/2010 
FOR NON-NY ONLY! E&O Required. Section VIII (Anti-Money Laundering Certification) must be completed and signed. License papers should accompany your first new business application (except in Georgia and No Carolina).
Security Mutual Licensing 18.58 KB Acrobat 6/13/2008 
Security Mutual is going "paperless". See attached instructions.
TransAmerica NY Solicitor License Papers 0.82 MB Acrobat 6/30/2010 
TransAmerica appoints the individual writing agent. License papers must accompany your first new business application.
U.S. Life License Papers 0.86 MB Acrobat 4/5/2010 
E&O Required! Appointment application AND Sales Agreement need to be submitted.
Union Central - CORPORATE - License Papers 0.26 MB Acrobat 7/7/2010 
E&O REQUIRED. Please be sure to complete and sign all forms listed on the checklist in the packet.
Union Central - INDIVIDUAL - License Papers 0.27 MB Acrobat 7/7/2010 
E&O REQUIRED. Use if conducting business in your own individual name. There is seperate paperwork if conducting business in a corporate name. Be sure to complete and sign all paperwork.
Union Central Commission Assignment Form 54.7 KB Acrobat 3/28/2007 
Use only if you want commissions paid to someone other than yourself.
William Penn License Papers 1.11 MB Acrobat 7/29/2009 
Anti-Money Laundering proof required if selling a product OTHER THAN term. Need Info form, W-9, Signature Addendum, Agt/Broker Contract, and Commission Payment Profile.
Wm Penn Commission Assignment Form 77.55 KB Acrobat 3/28/2007 
Use ONLY if you want commissions paid to someone other than yourself.

 

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