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WHAT TO DO AFTER THE CLIENT SIGNS AN MPP FORM?
After Client sends their Signed MPP Form,
DOUBLE-CHECK
it is actually signed and installed properly.
Save the Signed MPP Form is the Client’s Folder as:
a) SIGNED MPP – WAIVED
or
b) SIGNED MPP – APPLIED
Send a copy of the Signed MPP Form is sent to:
apps@mppbroker.com
Email Subject Line:
(CLIENT’S LAST NAME) – SIGNED MPP (WAIVED/APPLIED)
Manulife/
apps@mppbroker.com
will email back and attach the MPP Indemnification Form for the Client(s).
Save the Manulife Indemnification Form in the Client’s Folder as
MPP INDEM
.
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