Release Request Form
This form is required and must be completed in full to begin the release process with Trusted Senior Specialists. (NO RELEASES GRANTED BETWEEN 8/1 AND 3/31*)
Name of Agent Requesting the Release?
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First Name
Last Name
Agent NPN
*
Agent Personal Email Address
*
Agent Phone Number
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Please enter a valid phone number.
Immediate Upline
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Trusted Senior Specialists
Other
What upline are you moving to? (This is REQUIRED. Your request will NOT be processed without it.)
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What Carrier(s) are Being Requested?
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Reason for Requesting a Release (select all that apply)?
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Accepted a position as a Captive Agent/Employee.
Moving to an Agency that is local to me.
Going direct to the Carrier
More Support/Incentives
Other
Release Policy: To be eligible for release the following requirements must be met: 1) TSS' blackout period is from July 15-March 31. No releases are approved at this time. Requests during this period must be submitted/resubmitted between April 1 and July 14. 2) Agent must have a $0 debit balance for all carriers being released. Agencies must have a $0 debit balance to include a $0 balance for all agents in their downline at the time of release/transfer. 3) Must have approval from any middle tier agent/agency if not direct to TSS. 4) Releases for past employees are considered on a case-by-case basis. Other factors may be considered and are subject to approval by a Principal of TSS. Please check "Yes, I understand" below to acknowledge your understanding and agreement with this process, then sign in the box below to begin the release process. 5)Please Note that TSS will not send a release to any agent who is NOT directly contracted. If you work with a middle-tier entity, we will send the release to the immediate upline ONLY, and they will then provide the release. 6)Upline and/or Carrier Release Policies supercede TSS' policy.
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Yes, I understand.
Agency Partners: If you are completing the release request form on behalf of a downline agent/agency, please select which type of release you wish to provide.
Please Select
Reciprocal Release Agreement
Letter of Release
Please note that if you do not make a selection above, a standard Letter of Release will be provided so long as the agent has a $0 debit balance with all carriers.
Please upload a copy of the Reciprocal Release Agreement or Carrier Specific Release/Transfer Form (as applicable).
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Name of Person Completing this Form (If different than Agent being released)
First Name
Last Name
Signature
*
Submit
Release Policy Revision Date: 3/13/2025
Policy changed the blackout period from 7/15-3/31 to 8/1-3/31, providing agents with two additional weeks to finalize releases. Releases permitted between 4/1 and 7/31, subject to carrier and/or upline approvals as their release policies may vary.*
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