New Contracting Forms for Third-Party Life Distribution

Prudential is implementing a new Broker Agreement for individual producers and firms and an updated appointment application form (Confidential Data Sheet – CDS). The revised January 2023 versions of these can be accessed via the PruXpress website. Please click Place New Business, then More New Business Tools, then New Business Licensing & Appointments. The new forms are also available for SuranceBay customers via SureLC.