1. STATE-CHARTERED BANKS

    A state-chartered bank wishing to amend its Insurance Sales Plan of Operation in accordance with the March 8, 2005 Waiver issued pursuant to Section 7 of Chapter 129 of the Acts of 1998 should complete the Amendment to Plan of Operation for Insurance Sales Activities form. Please be sure to follow the mailing instructions on the top of the form.



  2. FEDERALLY-CHARTERED BANKS

    A federally-chartered bank wishing to amend its Insurance Sales Plan of Operation in accordance with Massachusetts Bankers Association, Inc. et al. v. Bowler and Antonakes, Civil Action No. 03-11522-RWZ (D. Mass. 2005), should complete this Amendment to Plan of Operation for Insurance Sales form pdf format of Producer_banks_ammend_form.pdf . Please mail the form to:

    Division of Insurance
    Legal Division
    1000 Washington St, Suite 810
    Boston, MA 02118