|
Have a Question? Need Help? Contact our
Licensing & Transition Team (800)783-6666 
 Amanda Kluever, Tracy Williams, Robin Urso |
Our first step is to get to know each other.
It’s important for us to understand your business model, the type of business you conduct and where, to ensure that we can accommodate it. We ask that you complete our
Recruit Questionnaire. By obtaining this information we can decide, together, if we’re the right fit for you.
Licensing & Registration Forms
Congratulations
on your decision to join the CCS family of
brokers. Your next step is to complete all
required paperwork to transfer or register
your licenses with CCS and receive
regulatory and state approval.
CCS Licensing & Transition Guide
Your Road Map to a smooth
transition to CCS.
Form U-4
Please contact a Team Member to receive a blank Form U-4
Transfers:
A copy of your U-4 will be sent to you after we process your Recruit Questionnaire.
Fingerprint Cards
Both new hires and transfers will be required to submit (3) fingerprint cards. We will send you the cards with the U-4.
Forms Available to Download:
Registration Fee Calculation Sheet
Compensation Agreement
Direct Deposit Form
Ind. Contractor Agreement
Outside Activity Disclosure Form
Rep Declaration
Other Information (E&O, CE, etc)
@ccsreps Email Account Set Up
Smart Station User Request
Variable Insurance Appointment
IA Rep Agreement (if applicable)
Account Change/Transfer
Forms:
· CCS New Account Form
· Change of Dealer Authorization
· ACAT Form