Devoted: How To Send A Release & Transfer Request

Learn how to efficiently submit a release and transfer request through the Devoted agent portal. This guide simplifies the messaging process to ensure your documentation is handled accurately and quickly.

Jose Torres
8 steps
28 seconds

Devoted

Navigate to [https://agent.devoted.com/](https://agent.devoted.com/)

For Agency Principals, please complete these steps from your Agency Portal

Click "Messages"

Click "Add New Message"

Click this search field drop down

Click "Release & Transfer Request"

Click the "Description" field.

LOA=Indirect Payee (Comissions are paid to your upline agency)\ Street=Direct Payee (Comissions are paid directly to you)

**Type in Description Box:** \ \ I \[Insert Name & NPN\], request to transfer to the following agency: \[ agency name\] as \[direct/indirect\] payee.

**If you are transferring with a release:** \ Please add document by attaching and clicking "Upload" box

Click "Add" to submit.

Once submitted you will see your most recent message listed.

[[Devoted Agent Support associates will follow up with you within 48 business hours. You will receive email notifications when a message receives a new comment. ]]Please forward any communication to [[[support@sparkadvisors.com]]](mailto:support@sparkadvisors.com)[[ ]]

For Agency Principals, please prepare a list of your downline agents to provide Devoted when they reach out to you. You must supply a list of your agents, with their NPNs, in order for Devoted to transfer all agents with your agency. Export your Agent List following [THESE STEPS](https://scribehow.com/o/Hm0vkPWKRL-u3q6V4AYxVA/viewer/Devoted_Agent_List_Export__3WjO-HScTaq8UnUuytn07g)