Voluntary Cancellation

How to voluntarily cancel your IA account.

Your Right to Cancel

You can cancel your IA position at any time by submitting a written request.

Before Cancelling

Consider these impacts:

Impact	Detail
Downline	Rolls up to your sponsor
Future commissions	Forfeited
Position	Cannot be reclaimed
Re-enrollment	12-month waiting period

Pre-Cancellation Checklist

• Withdraw OCA balance (commission funds)
• Transfer any CSR you want to keep
• Download records you need
• Understand downline impact
• Consider alternatives (inactive instead?)

Cancellation Process

Step 1: Submit Written Request

Send cancellation request including:

• Your full name
• Account email
• Clear statement: "I wish to cancel my IA position"
• Date of request
• Signature (if required)

Step 2: Account Review

Company will:

• Verify your identity
• Process pending items
• Confirm outstanding balances
• Finalize account

Step 3: Confirmation

You'll receive:

• Cancellation confirmation
• Final account status
• Any remaining obligations

10-Day Refund (New IAs)

Condition	Refund
Cancel within 10 days of enrollment	Full Business License fee refund
Cancel after 10 days	No refund

After Cancellation

Item	What Happens
Account access	Revoked
Downline	Rolls up to sponsor
Commissions	Stop accruing
OCA balance	Withdraw first or forfeit
Historical data	Retained per legal requirements

Re-Enrollment Rules

Rule	Detail
Waiting period	12 months from cancellation
Same sponsor line	Cannot re-enroll under
New application	Must complete fresh
Subject to approval	Not guaranteed

Reasons to Cancel

No reason is required, but common reasons:

• No longer interested
• Moving to different opportunity
• Personal circumstances
• Business reasons

Alternative: Go Inactive

Instead of cancelling:

• Don't renew license
• Account goes inactive
• May preserve some options
• Easier to return