GET APPOINTED

Important Instructions

Please take a few minutes to gather all the required information below. Then complete all steps as you will not be able to submit until all information is entered/uploaded. Your information is 100% secure.

Please note: All paperwork must match the name on the W-9, and review time averages 7-14 days from receipt.

*Acceptable file types for upload:


AGENCY NAME

DOWNLOAD APPOINTMENT PACKET

Click the download button to the right for our appointment packet. Please complete and save. Then proceed to the next step. *Note : Packet must be filled out and saved using Adobe Acrobat.

DOWNLOAD W-9

Click the download button to the right for the W-9. Please complete and save. Then proceed to the next step. *Note : Packet must be filled out and saved using Adobe Acrobat.

DOWNLOAD ACH

Click the download button to the right for the ACH Authorization Form. Please complete and save. Then proceed to the next step. *Note : Packet must be filled out and saved using Adobe Acrobat.
Make sure to include voided check.

UPLOAD APPOINTMENT PACKET

Click the upload button to the right to send us your completed appointment packet. Then proceed to the next step.

UPLOAD W-9

Click the upload button to the right to send us your completed W-9. Then proceed to the next step.

UPLOAD ACH

Click the upload button to the right to send us your completed ACH Authorization form. Then proceed to the next step.

UPLOAD VOIDED CHECK

Click the upload button to the right to send us your voided check. Then proceed to the next step.

UPLOAD 2-20 AGENT LICENSE

Click the upload button to the right to send us your 2-20 agent license. Then proceed to the next step.

UPLOAD AGENCY LICENSE

Click the upload button to the right to send us your agency license. Then proceed to the next step.

UPLOAD E&O

Click the upload button to the right to send us a copy of your Errors and Omissions Certificate. Then proceed to the next step.

HOW WOULD YOU LIKE TO BE CONTACTED?

HOW DID YOU HEAR ABOUT US?



ARE YOU AN IRONPEAK MEMBER?