Get Acord 36 Form Fillable (Agent/Broker of Record Change)
Acord 36 Fillable Form
An Acord 36 form is a certified document that policyholders can fill out and submit to change the existing agent for the current policy. Through this form, policyholders request the producer’s company to update the record and transfer the facilitation authority to a newly appointed agent or broker. Fortunately, you can quickly obtain this form by clicking the download button here. Moreover, you will get the importance, filling instructions, and additional details to prove agent change information.
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Why is the ACORD 36 Fillable Form Important?
This form proves the transparency of the change process of an agent or broker. Moreover, all parties stay informed of the change, including the policyholder, existing agent, newly appointed agent, and insurer. There are more fundamental reasons to use this form are as follows:
Avoiding Miscommunication
This change form indicates the clear intention of the policyholders with the producer and current representatives.
Official Authorization
The written consent of the policyholder to change the representative indicates the official authorization.
Maintain Policy Integrity
This form also ensures policy integrity during the agent change process, keeping the policy active and uninterrupted.
How To Get an ACORD 36 Fillable Agent Change Form
Contact Insurance Agent
Consult with your current representative agent or broker and ask for the Acord 36. Provide the information, including the reason for getting the form. He/she will help you fill it out and submit it to the producer company.
Official Website
The Acord official website has a variety of forms. You can visit the site and search for the required form (Acord 36). Press the download button at the top bar to save it on your device. Later, get a print and fill it out with your agent’s consultation.
Third-Party Website
Most third-party websites like Form Dude offer various insurance forms for free. Simply type www.formsdude.com into a web browser. Visit the “Insurance Forms” page and search for the required form by its name (Acord 36). Click the download button and wait for the process to save it on your device. Moreover, press ctrl+D to bookmark the website to obtain all recent forms to fulfil the intent.
Step To Follow While Filling Out the Blank Acord 36 Fillable PDF Form
The following guidelines are compulsory to follow to fill it accurately:
1- Agency Information
In the first section, write the full name of the company along with the contact number, fax number, email address, code, subcode, and ID number.
2- Policyholder Information
Mention the complete details of the policyholder. It includes the full name, mailing address, contact number, city name, state name, and city’s postal code.
3- Current Policy Details
In this section, mention the type of insurance as per policy, policy number, effective date, expiration date, and type of coverage in the business line column.
4- New Agent/Broker Information
In this section, write the full name of the new representative (Agent/Broker). Then, the name of the producer and company code. Also, mention the date to transfer the coverage.
5- Authorization Statement
In this section, the policyholder must sign to confirm the appointment of a new representative and write down the date.
Additional Details to Consider While Filling Out Acord 36 Form
These additional details must be considered a priority to avoid any delay in the process:
Double-Check Accuracy
Ensure all details of producer, policyholder, policy coverage, and dates are accurate.
Attach Supporting Documents
Make sure to attach some supporting documents if required by the competent authority. However, some forms require you to submit information about your relationship with an agent or broker.
Submit Through Proper Channel
It is recommended that you submit the agent change form through a proper channel as soon as possible to get the desired result. You can share this document through email, fax, or your current representative.
FAQs
What is the Acord 36 Form Used For?
It is a request form for the company’s producer to change the existing agent or broker for an existing policy. It contains the information of the producer, policyholder, types of policy, new agent name, and producer signature.
Can I Use the Acord 36 Form for Multiple Policies?
Yes, this form allows you to enlist all the policies that you want to transfer to the new agent.
Is There a Cost Associated with Submitting this Form?
No, you do not need to pay for this form. Submitting it to the authorized representative is absolutely free.
Does Switching Agents Affect My Policy Terms or Premiums?
Fortunately, if you switch agents or brokers it will not affect the terms and premiums of the policy.