In the event an associate wishes to change their beneficiary:
- Print a new binding sponsorship agreement from WinMORE > Print > Associate Reports >Binding Sponsorship Agreement
- Have the associate complete a new beneficiary page (only the beneficiary change page(s) is needed).
Keep this form on file in the market center and ask the agent to keep a copy. In the event of the associate's passing, email the required information to email@example.com. No changes will be made by the MCA in WinMORE, until Legal has reviewed the testamentary documents and approved the beneficiary. Finance will call the MC with the approved beneficiary and give instruction as to what fields need to be updated.
Please review section 18.104.22.168.3 Vesting #4 in the KW Policies & Guidelines Manual. The P&G Manual outlines the information the Market Center needs to provide to firstname.lastname@example.org in the event of a death. It is very important to ensure that the Market Center has a current beneficiary form on file for each associate in WinMORE.