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Brokers/Agents: Join the SB/A CoOp

Step One

The CoOp Membership Agreement

Download and Sign
The CoOp Membership Agreement

  • STEP 1 Detail: Download the CoOp Membership Agreement and save it on your desktop or in a folder. The form is an interactive PDF and can be filled out electronically. You may also print it, fill it out by hand, and scan before submitting the form.

Step Two

Submit The CoOp
Membership Agreement

Submit the Membership Agreement
to the CoOp at:
enrollments@sbafreedomplan.com

  • STEP 2 Detail: After downloading, completing, and signing the CoOp Membership Agreement, submit it to the CoOp by clicking the Submit button, and attach it to your email.

  • STEP 3 Detail: Purchase your annual CoOp Membership here. Once you’ve completed your purchase, continue with contracting (below).

Get Contracted

Step One

Download and Complete
These Broker Forms

Download Forms to Your Desktop
then Complete All Forms

  • STEP 1 Detail: Download the forms file and save it on your desktop or in a folder. The forms are interactive PDFs and can be filled out electronically. You may also print, fill them out by hand, and scan before submitting the forms. Please note: the W-9 must be completed, printed, and signed by hand before scanning to submit.