CHECK ONE: Revised 07/22/2019
AGENT INFORMATION
Agent’s Name: ____________________________________________________
Agent’s EF Number: ________________________________________________
AGENT UPLINE INFORMATION
Agent’s Direct Upline Name: _________________________________________
Agent’s Direct Upline EF Number: ____________________________________
CONTRACT LEVEL CHANGE
Agent’s Current Contract Level (Circle One):
CL1 CL2 CL3 CL4 CL5 CL6 CL7 CL8 CL9 CL10 CL11
Agent’s New Contract Level (Circle One):
CL1 CL2 CL3 CL4 CL5 CL6 CL7 CL8 CL9 CL10 CL11
HIERARCHY CHANGE
New Direct Upline Agent Name: ______________________________________
New Direct Upline EF Number: _______________________________________
Reason for change: ________________________________________________
Current/Releasing Direct Upline Signature Required: ______________________________
RM Signature Required: ______________________________________________________
Receiving Upline Signature Required*: _________________________________________
Submit ALL contract level/hierarchy change forms to agentadmin@equisfinancial.com
**Once the form has been submitted to Equis Financial, it can take up to 5-10 business days for Equis to process
Contract Level and Hierarchy Changes. Once the carrier receives the request, it will be processed according to their
processing procedures.
**If a new agent change has been processed, an upline must wait 60 days before submitting a new contract level or
hierarchy change. Once a contract level change has been completed, the contract level cannot be lowered for any
reason. All contract level increases are permanent; no decreases are allowed.
*Receiving Upline Signature required only for hierarchy changes.
CL1 = ER1 CL3 = SM CL5 = DM CL7 = NM CL9 = RMD CL11 = EMD
CL2 = ER2 CL4 = SSM CL6 = RM CL8 = EM CL10 = NMD
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