OPTAVIA Client Transfer Request- Coach Initiated

Please note that this form is intended for OPTAVIA Coaches who wish to transfer ONE of their frontline Clients to a different OPTAVIA Coach. If you are a Coach wishing to transfer MULTIPLE of your frontline Clients, please use the Bulk Client Transfer Request Form.

Current OPTAVIA Coach

As their current OPTAVIA Coach, please fill in this section with your information

Your OPTAVIA Coach ID No.*

Your Full Name*

Your Email Address*

Has the Client placed a recent order?*

Yes

OPTAVIA Client ID No.*

Client's Full Name*

Client's Email Address*

New OPTAVIA Coach Information

Please fill in this section with the information of the Coach to which you wish to transfer the above Client.

NEW Coach's OPTAVIA Coach ID No.*

NEW Coach's Full Name*

NEW Coach's Email Address*

Reason For Transfer*

Please provide as much detail as possible

PLEASE NOTE:

By completing this form, I understand that OPTAVIA will notify all parties of the Request. I also understand that the Client reserves the right to select a Coach of their choosing. Requests are kept on file for record-keeping and audit purposes. Transfers are typically processed in 1-3 business days and, once approved, will be made effective the date the Client Transfer Request was received by OPTAVIA. Any and all volume that appeared on the Client’s account will not move with the Client, but will remain with the previous Coach. However, any new orders placed by the Client after the Transfer Request has been received and processed, will be credited to the new Coach.

I Agree to the above.*

Send me a copy of my responses

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