All things related to writing and signing new business, including change forms.
DocuSign how-to guide for those with questions about processes.
The Advisor Commission Change Form (PDF) – F6436 must be submitted with all requests for advisor or commission percent changes on unreported policies.
DocuSign is a tool that collects electronic signatures (e-signatures) from clients, streamlining the submission process. This document provides answers to frequently asked questions about DocuSign.
If applying for DI discounts or consolidated employer billing for DI only, complete form F6749. Eligibility for Life: (1) Individual policies that are part of a Qualified Plan; (2) a minimum of three policies; or (3) an annual premium of at least $10,000.
MM's lock box master list for all incoming forms and documents of a sensitive nature.
Electronic Funds Transfer (EFT) from a checking or savings account.
When the Save Age date falls on the 29th, 30th or 31st of a month, the policy will be dated on the 28th of that month. Example: DOB=Aug 1st, Save Age Date = Jan 31st, Policy effective date will be Jan 28th For all Whole Life and Term policies, subtract one day from the resulting save age date in the chart.
If you need assistance in locating funds that you are expecting to arrive via wire transfer, you can send an e-mail to MList: Wire Contacts. For all other instructions, see our document here.