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1 (800) 659-4942





Your Next Steps to Contracting with Tarkenton Financial
 
 



3. Complete the Agent Profile. This information will pre-fill your contracts requiring only your signature. Please fax your profile to (866) 913-6135 along with the following documents:
  • Individual License: include your individual resident and non-resident license(s).
  • Corporate License: include your corporate license(s) if requesting an agency appointment.
  • Legal / Other: include any legal documents and/or explanations.
  • Direct Deposit: attach one voided check if you elect direct deposit.
  • E&O Policy: include a current copy of your E&O policy, if available.

Downloads
Checklist for Contract Packages


IRS Form W-9 (will be required by most Carriers)



Special Announcements:


You may call 800-659-4942 and ask for Robert's
assistance if you cannot find what you need.



3340 Peachtree Road, Suite 2570
Atlanta, Georgia 30326