Forms Overview

Available forms and submission processes.

Available Forms

Form	Purpose	Who Uses
Marketing Submission	Submit marketing for approval	IAs (Executive Associate+)
Business Entity Registration	Register Corp, LLC, Partnership, Trust	IAs
Position Transfer Application	Death, incapacity, entity conversion, divorce	IAs/Estates
Account Cancellation	Request voluntary cancellation	Customers/IAs
Dispute Submission	Formal dispute filing	Customers/IAs

Marketing Submission Form

Purpose: Get marketing materials approved before use.

When Required:

• Custom marketing materials
• Social media content (if using claims)
• Websites about Corsair Connect
• Any promotional content

See full details →

Account Cancellation Request

Purpose: Request voluntary account closure.

Process:

1. Submit request via Back Office
2. Support processes request
3. Account closed per terms
4. Final balances processed

Timeline: Per cancellation policy

Position Transfer Application

Purpose: Transfer IA position due to death, incapacity, entity conversion, or divorce.

When Required:

• Death of IA (estate transfer)
• Incapacity of IA
• Entity conversion (individual to LLC, etc.)
• Divorce or partnership dissolution

Process:

1. Complete Position Transfer Application
2. Submit with required documentation
3. Compliance reviews
4. If approved, position transferred

See full details →

Dispute Submission

Purpose: File formal dispute when informal resolution fails.

Required Information:

• Clear description of dispute
• Desired resolution
• Supporting documentation
• Contact information

Timeline:

• Acknowledgment: 5 business days
• Response: 30 days

Form Submission Methods

Via Back Office

Most forms available in Back Office:

1. Log in to account
2. Navigate to relevant section
3. Complete form
4. Submit

Via Email

Some requests accepted by email:

• Send to support@corsairconnect.com
• Include all required information
• Reference your account ID

Form Processing Times

Form	Typical Processing
Marketing submission	5-10 business days
Account cancellation	Per policy terms
Business transfer	2-4 weeks
Dispute	30 days for response

Tips for Faster Processing

Tip	Why
Complete all fields	Avoids back-and-forth
Include documentation	Supports your request
Be specific	Clear understanding
Follow instructions	Proper routing