Training Manual/Forms

Below you'll find the full training manual.



Full Training Manual
Training Manual

Pet Insurance

Below you'll find the pet Insurance PDF.

Pet Insurance



Disability Discount Program
Training Manual: Disability Discount Program



Putnam Tax Account
Complete Tax Account Package:
 Click for Complete Tax Account Package directions. Click again to collapse the bar.
This NEW package has all of the Dergalis Forms, as well as the Putnam application and the LPL application. Here's all you need to do:
1) Type in your client information and your information on the first page. The rest of the paperwork will be populated with that information in all of the required places.
2) You can then choose to complete the client financial information on your computer or print the complete package and do it by hand.
3) The client will need to sign in ALL of the highlighted places in the paperwork.
4) You're done!
5) Visit www.primopdf.com to download a free .pdf creator so you can save the completed application for future use or for emailing to a client.

Complete Tax Account Package (FILLABLE)
Client Tax Account Information Form
   (Use to gather information for the FILLABLE package)
Transfer On Death Form
(FILLABLE)

Additional Form Required for Greenridge Realty:
Fast Track Commissions Disclosure

Forms to Change or Restart Deductions:
Change Retirement Account Contribution Percentage
Change Tax Account Contribution Percentage
Change Tax Account Annual Fee Agreement



Retirement Plans

Wire Transfer Acknowledgement Forms:
Monthly Wire Transfer Form
     (Use for REMAX Reading, Real Estate One, and Latter & Blum)
Weekly Wire Transfer Form
     (Use for Edina)
Twice a Month Wire Transfer Form
     (Use for ALL other companies NOT listed above)

Retirement Account Automatic Contribution Agreement:
Retirement Account Contribution Agreement




Group Benefits

Benefit Change Forms:
Group Benefits Change Form
     (Use to change address, change name, delete a dependent, cancel coverage
     or report separation or termination.
)
Change Banking Information in our Billing System



Marketing


HSOA (Home Services of America)
Agent Benefit Factsheet
Automatic Contribution Factsheet
New Associate Kit
Office Sign Up Sheet
Agent Benefits Program Quick Facts
Long and Foster
Agent Benefit Factsheet
Automatic Contribution Factsheet
New Associate Kit
Office Sign Up Sheet
Agent Benefits Program Quick Facts

Non HSOA
Agent Benefit Factsheet
Automatic Contribution Factsheet
New Associate Kit
Office Sign Up Sheet
Agent Benefits Program Quick Facts

Howard Hanna Secure Advantage
Agent Benefit Factsheet
Automatic Contribution Factsheet
New Associate Kit
Office Sign Up Sheet
Howard Hanna Secure Advantage Program Quick Facts

Fox and Roach Advantage Care
Agent Benefit Factsheet
Automatic Contribution Factsheet
New associate Kit
Office Signup Sheet
Fox and Roach Advantage Care Program Quick Facts

Tax Facts

Tax Facts at a Glance



Additional Forms
529 Account Contribution Agreement
( if available with your real estate company)


Videos
Who we are
Commission Deduction
Group Disability
Vision and Dental
Group Life
Realtor Offerings
Retirement Plan Options
Manager Training
Existing Agent
New Agent

















FOR INTERNAL / FINANCIAL PROFESSIONAL USE ONLY. NO PART OF THIS MATERIAL MAY BE USED IN THE SOLICITATION PROCESS OR SHOWN TO THE GENERAL PUBLIC.