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Forms Overview

Available forms and submission processes.

Available Forms​

  • 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:

Form Processing Times​

  • 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​

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