Up-line Transfer Request

What if changing your up-line didn't mean losing your book? Submit one request in the portal, keep the commissions you've earned, and get contracted under a new up-line. Your personal commissions follow you. Your members never notice. The overrides you earned for your old up-line stay where they belong.

How does an Up-line Transfer Request work?

You submit the request from the link below. No paperwork, no chasing signatures, no four-way email chain. Pick your new up-line, pick your effective date, and Presidio handles the rest.

Send transfer request. Identify the up-line you want to be contracted under and your requested transfer date.

Give 30 days' notice. Your requested date must be at least 30 days out and land on a month-end. That gives everyone time to make the switch clean.

Presidio confirms. We check eligibility, notify both up-lines, and send you a confirmation. That confirmation is your record. The transfer is official.

The switch happens on your date. Commission routing updates on the effective date. Nothing for you to file.

Here's what moves and what stays:

• Your personal commissions follow you. On your existing book and on everything you write going forward, paid through your new up-line.
• Overrides on your existing book stay with your original up-line. They earned them. They keep them.
• Your new up-line earns override on new business only. Anything written after the transfer date.
• Your members see nothing. Same coverage, same card, same you as agent of record.

When can't you request a transfer?

Not between October 1 and February 1. The busiest stretch of the year is locked. Requests submitted in that window are rejected and need to be resubmitted on or after February 1. Plan your move for the other ten months.

Not while you're under review. If you or either up-line is under suspension, investigation, or facing termination for cause, the request is denied until it's resolved.

Why do we do it this way?

You own what you built. Your commission stream isn't hostage to an up-line relationship that's run its course. When you're ready to move, you move.

Your old upline keeps what they built too. The override on your existing book stays with the up-line that recruited and supported you. Fair both ways.

Members come first. A transfer is back-office only. Coverage, billing, and service never change for the people you sold.

LOA Agents do not have transfer rights; all commissions on business written by an LOA Agent remain with the Producer of Record. Override continuation is subject to the vesting and forfeiture provisions of the Marketing and Sales Terms and Conditions. Presidio reserves the right to deny or defer any request that does not meet eligibility requirements.