PFA Internal Transfer Guidelines

6-Month Inactive or 24-Month Inactive Transfer Guidelines

6-Month Inactive Transfer

All the conditions for a 6-Month Inactive transfer must be met before an agent can qualify for an inactive transfer. The transferring agent, New Upline, New Upline director and New EFD are required to sign this form. The transferring agent’s downlines DO NOT move with the agent to the new hierarchy under a 6-month inactive transfer.

• No Submitted/Paid Production through PFA or its Carriers in the last 6 months

• No Personal recruits in the last 6 months

• No participation in any local, regional or national PFA events in the last 6 months including: one-on-one FOS, meetings, training, events, webinars, conference calls or conventions

• Downlines must submit individual requests and meet transfer requirements to transfer with you

• For Directors - No Personal and Baseshop Submitted/Paid Production through PFA or its Carriers in the last 6 months

• For Directors - No Personal and Baseshop recruits in the last 6 months

24-Month Inactive Transfer

All the conditions on the 24-Month Inactive transfer form must be met before an agent can qualify for this transfer. The New Upline, New Upline director, new EFD and transferring agent are required to sign this form. Downlines DO NOT move with the transferring agent.

• No Submitted/Paid Production through PFA or its Carriers in the last 24 months

• No Personal recruits in the last 24 months

• No participation in any local, regional or national PFA events in the last 24 months including: one-on-one FOS, meetings, training, events, webinars, conference calls or conventions

• Downlines must submit individual requests and meet transfer requirements to transfer with you

• For Directors - No Personal and Baseshop Submitted/Paid Production through PFA or its Carriers in the last 24 months

• For Directors - No Personal and Baseshop recruits in the last 24 months

Terms that Apply to All Transfers

Agents are allowed only two transfers within their PFA career. A 6-month inactive transfer is considered the first transfer. After using the first transfer the agent must be 24 months inactive to use their second transfer. The transferring agent will not be eligible for an increase to their current commission rate for 1 year from the date the transfer was made effective.

If it is found that the transferring agent was solicited or induced to sit out a period of inactivity to transfer to another team, that transfer will be revoked, and compliance will be contacting the parties involved. Internal solicitation of active agents will not be tolerated.

Request transfer forms through the PFA Community.

Submit questions to Licensing@pfaoffice.com