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FWD Checklist For Career Agent - Edited - 1.26.2022

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Dell Sabugo Cordero
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21 views1 page

FWD Checklist For Career Agent - Edited - 1.26.2022

Uploaded by

Dell Sabugo Cordero
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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FWD Checklist for Career Agent’s License application requirements

Basic Requirements
Name: _____________________________
Branch: _____________________________ Request for ID
2X2 ID Picture
❑ Fully filled out and notarized Application for Insurance Agent’s License
❑ Fully filled out FWD Personal Information Sheet
❑ Email address (yahoo without ph or gmail only)
❑ One (1) pc. 2x2 latest picture, white background, corporate attire
❑ Request for ID form with signature (please sign within the box only)
❑ Validated deposit slip (BPI) as proof of payment for the Licensing Fee
(PhP1,545.00 for single license; Php 3,090 for dual license)
Account Name : FWD Life Insurance Corporation Applicant Name: ___________________________________
Account# : 2841-0001-56
Branch : W 5th, BGC Branch
❑ Passed IC Exam Result for Trad or Variable Life, whichever line is applied In case of Emergency
❑ Photocopy of Tax Identification Number (TIN) Card, or any other proof
❑ Photocopy of Social Security System (SSS) ID, or any proof Name of Contact Person: ________________________________
(for unified ID, please submit SSS verification regarding SSS number)
❑ Photocopy of the Income Tax Return (ITR), if applicable
Contact Number (mobile number only): _____________________
❑ 2 Copies of duly signed Agent’s Agreement
❑ 2 Copies of duly signed Leader’s Agreement (for leaders only)
❑ BIR Certificate of Registration (VAT/Non VAT)
❑ Authority to Print (ATP)/Copy of the existing Professional Life Insurance
Official Receipt • Please afffix your signature inside the box.
❑ Dow Jones • Preferably, please use black sign pen.
❑ Date of Connect Training _______________________________
❑ Non-Medical Authority _______________________________

Additional Requirements
❑ For previously licensed Agent – Clearance from previous insurance company
and Certificate of Training
❑ For Naturalized Citizen – Certificate of naturalization
❑ For Foreigners – Alien Certificate of Registration (ACR) and Immigration
Certification of Residence (ICR) or Special Resident Retiree’s (SRR) Visa
❑ For Government Employee – Written permission from the Head of Agency

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