Chapter 24: Forms and Administration

 

 

The following is a list of forms that are vital to each Distributor’s success in Market America. If you need assistance in completing any of these forms, contact your sponsor or upline Certified Executive Coordinator. Note: All of these forms are available on your UnFranchise® Business Account, either as interactive processes (e.g. the sign-up process, which assumes the role of the Independent Distributor Application and Agreement), as downloadable and printable forms (e.g. the Form 1000), or as both. Note: For any paper forms or correspondence that requires an original signature, Market America allows Distributors who are physically challenged to use a signature stamp. The imprint of the signature stamp must be in blue ink so that it is obviously a stamped signature. Distributors stamping their signature exhibit the stamp as their legal mark.

Independent Distributor Application and Agreement (Form 103): This form is used when applying for a Business Development Center to be entered into the Market America corporate database. Note: Sponsors may also sign up new Distributors online by utilizing the sign-up process on their UnFranchise Business Account.

Independent Distributor Product Order Form (Form 106): This form allows you to order products, create Business Volume in your BDC(s), and assign Business Volume downline to the initial BDC(s) of your personally sponsored Distributors who are participating in Market America’s Transfer Buying Program. Note: Distributors may also order online on their UnFranchise Business Account.

Transfer Buying Authorization and Order Form: This form allows you to set up your Transfer Buying order to help ensure that minimum activity requirements and components needed to exercise the Monthly Accrual Option are satisfied. Note: Distributors may also set up Transfer Buying and affect changes to their Transfer Buying online on their UnFranchise Business Account.

Distributor/Sales Representative Sales Report (Form 1000): This form, along with acceptable retail receipts, is used to verify sales to retail customers (i.e., end consumers) in order to meet sales requirements in accordance with the Management Performance Compensation Plan. Retail receipts should be two- or three-part carbonless forms. A copy of each receipt will be needed for your records, a copy will be needed for each Form 1000 submitted to Market America, and a copy should be given to your customer. Note: Distributors may also submit Form 1000s online on their UnFranchise Business Accounts by utilizing registered Preferred Customer sales. Note: It is up to the sole discretion of Market America to determine the authenticity of submitted receipts. Submitted receipts must clearly show proof of at least two different retail sales to non-participants in the Market America Marketing Plan. Any receipts deemed unacceptable by Market America will be considered invalid and could cause the entire Form 1000 to be rendered invalid.

Executive Coordinator Qualification and Application (Form 1001): This form certifies that the Distributor understands and has met or intends to meet the requirements to earn subsequent commissions and bonuses in the Management Performance Compensation Plan. This form must be completed and submitted once and is incorporated annually in the Annual Renewal Form submission thereafter.

Executive Coordinator Acknowledgment and Agreement (Form 925): This form outlines the expectations and requirements of Coordinators by Market America. Read this agreement carefully. If you have any questions, contact your sponsor or upline Certified Executive Coordinator. Once you have read and agree to the terms and conditions of this agreement, complete the information of the agreement, and sign and date it. This form must be completed and submitted once and is incorporated annually in the Annual Renewal Form submission thereafter.

Annual Renewal Form (Form 1052): Once per calendar year you are required to submit an Annual Renewal Form. If you do not wish to participate in the Management Performance Compensation Plan, complete and submit the form without the Annual Renewal fee. If you wish to continue participating in the Management Performance Compensation Plan, complete and submit the form with the appropriate Annual Renewal fee. Note: Each Distributor must pay his/her own Annual Renewal fee with an acceptable method of payment. No other person, current Distributor or otherwise, may pay for your Annual Renewal fee.

Master UnFranchise Owner Application (Form 901): This form is to substantiate the intent of new Distributors being considered for the Master UnFranchise Owner level. It is not necessary to complete for the Master UnFranchise Owner option, if an upline Certified Executive Coordinator’s signature can be obtained on the Independent Distributor Application and Agreement. If this is not possible, this form must be filled out and submitted to the company.

UnFranchise Management System Agreement (Form 164): This form is used to subscribe to the UnFranchise Management System (UFMS), renew UFMS, or change credit card information on your current UFMS.

Placement or Linkage Correction Form: This form is used by Distributors to correct placement or linkage problems. It is self-explanatory. If assistance is required, contact your upline Certified Executive Coordinator. Note: If a Distributor has already been placed according to the Application and Agreement in an available spot in the genealogy, this form cannot be used to move the Distributor to another placement. For information on this type of request, see Transfer of Distributor to Another Genealogy Line.

Distributor Profile Update Request Form: This form is used by Distributors to change an address affecting their distributorship, and also for changes to phone numbers, fax numbers, e-mail addresses, and voice mail extensions.

Dispute Resolution Board (DRB) Submission Form: This form is used by Distributors to file dispute resolution of claims that have already been denied.

Certified Trainer Candidate Qualification Form: This form is used by Distributors to apply for consideration for Certified Trainer School. Note: If you wish to receive the accompanying Certified Training Study Guide in both English and Chinese, check the appropriate box at the bottom of the form.

Transfer Buying Cancellation Form: If you wish to cancel your Transfer Buying standing order so that Transfer Buying does not pull each month, complete this form and fax or mail to Market America. This form should not be used to cancel individual orders, including a particular month’s Transfer Buying order, because the use of this form will result in your entire Transfer Buying being canceled. If you also have Auxiliary Transfer Buying, please specify for which BDC(s) the cancellation is intended. Please note that it may take up to 30 days to cancel Transfer Buying. Note: Distributors may also affect changes to their Transfer Buying online on their UnFranchise® Business Accounts.

Market America Sales Tax Agreement: This form must be completed and mailed to Market America along with your sales tax license and certificate. The sales tax license and certificate must be attached to this form. A separate form must be submitted for each state for which you may have a separate sales tax license/certificate.

Name Addition Form: This form should be used to add names to an existing distributorship.

Name Deletion Form: This form should be used to delete names from an existing distributorship.

Auxiliary Transfer Buying Authorization & Order Form: This form allows Distributors to have product they personally use or sell every month to be shipped automatically at a pre-designated date each and every month.

Preferred Customer Transfer Buying Authorization & Order Form: This form allows Distributors’ Preferred Customers to have product they personally use every month to be shipped automatically at a pre-designated date each and every month.

 

Last Modified :09/16/2014 5:57:41 PM EDT