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Broker News | Vol. 9, No. 5 | April 18, 2014
Broker News | Vol. 9, No. 5 | April 18, 2014

Documentation Update: New Letter of Authorization Template

Please note the following documentation update. Our Letter of Authorization (LOA) templates have undergone a recent update and will now require a termination date to be included in the document. Going forward, the termination date will be mandatory in order to process the LOA for groups.

This change only applies to Letters of Authorization. Broker of Record Letter (BOR) templates are not impacted by this update.

If you have any questions, please contact your Account Consultant.

Updated Letter of Authorization template (DOC)


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