Underwriting Guidelines

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Sold Case Requirements

   
 

Licensing Information

The sold case process consists of the following:

1. Application Information

2. Licensing Information

3. Bound Case Information

Agency & Agent Licenses

Required for both the entity and an employed individual of the entity (preferably an officer), in both their resident states and the account’s state.

Agent Appointment

Verifies the office location where the appointment is required and who will receive commissions, if applicable.

In addition to the above, BEST RE also requires a copy of the Administrative Agreement between the Plan Sponsor and the TPA.

BEST RE
Attention: Underwriting Department
PO Box 19721
Irvine, CA, 92623-9721


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