WELCOME TO IUA
Broker Contract
Please follow the instructions listed below to complete your appointment process with IUA.
Necessary Documents
Before you proceed, pleasure ensure the following 5 documents are ready to be uploaded.
- IUA ACH Authorization Form (provided)
- Retail Brokerage Profile (provided)
- W9 (provided)
- Agency Licenses
(combined into a single file) - Producer Licenses
(combined into a single file)
Download Forms 1-3, linked in the buttons below.
Upload Documents
After collecting and filling out all necessary documents,
review and sign
the
Brokerage Agreement Form, linked through the button below.
On Page 3 of the Brokerage Agreement Form, you'll see a section where you'll be able to upload your 5 documents.
HAVING TROUBLE?
Contact Us
Our Office
217-04 Northern Blvd.,
Bayside, NY 11361
Call us
718-461-8088
Business Hours
- Mon - Fri
- -
- Sat - Sun
- Closed