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Agency Ownership Change Request
Please complete all fields marked with *
Effective date of change*
Reason for change*
Name of the contact person submitting this request*
Purchased Account Info:
Account #*
Agency Name*
Address Line 1*
Address Line 2
City*
State*
Zip*
Phone*
Fax
New Owner's Info
-SELECT-
YES
NO
Does new owner currently have a Tuscano account?*
Tuscano Account # and Agency Name
Agency Name
Address Line 1
Address Line 2
City
State
Zip
Phone
Fax
Plan for the purchased account:
-SELECT-
YES
NO
Would you like to keep the purchased account # open and active for new owner?*
Continue to use the same mailing address, phone and fax as entered in the purchased account area above?
-SELECT-
YES
NO
Address Line 1
*
Address Line 2
City
*
State
*
Zip
*
Phone
*
Fax
Billing address same as listed above?
-SELECT-
YES
NO
Address Line 1
*
Address Line 2
City
*
State
*
Zip
*
Phone
*
Fax
Close account and mark all policies to move at renewal to account #
Agency representative you’d like set up (on all policies marked to move) as policy contact
Will the address of the purchased account remain active for you?
No, we're closing the location
Yes, add the above address as branch location on our Tuscano account
Will any purchased agency’s staff remain working for you? If so, list their name and email address
Documentation needed to process the ownership change:
(PDF documents only)
1
Tuscano ownership change permission letter
(signed but both current and new owner)
Open - Change Permission Letter
2
Tuscano Agreement
Open Agreement
3
W9
Open W9
4
E&O Dec page
(showing limits of $1,000,000 or higher)
5
Licenses - Agency and Key Staff
(All states you'd like to write business with Tuscano)
Email me a copy of this request
Email Address
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