If your contract is currently under a different top-of-hierarchy and you want to move it to Spark for AEP 2027, you must complete your transfer before the carrier deadlines below.
To begin, submit a request through the Contracting Request Form on the Spark platform.
Fastest vs. Fallback: How to Transfer Your Contract
Transfer With a Release (Fastest Option)
Request a release from your current upline
Upload it when submitting your Carrier Contracting Request via the Spark platform
If approved, your transfer can be processed immediately (no waiting period)
Best option if you are close to deadlines or want to avoid delays
Without a Release (Fallback Option)
Submit your Contracting Request in Spark
The carrier will place you into a 60–90 day waiting period
Your transfer will be complete after the waiting period ends
No Release - no problem!
You will still always start with the Spark Contracting Request → noting your status will either be Transfer, with Release (upload release) or Transfer, no release → Spark will still get the contracting process started right away!
Spark highly encourages you to start early — missing deadlines may prevent you from transferring for AEP!
Carrier-Specific Option (When Required)
Some carriers require a transfer request step within portal system:
HealthSpring, Molina → EvolveNXT Agent Portal
Wellcare → Centene Workbench
Devoted → A message within the Devoted Agent Portal
Scan → Agent Portal workflows or DocuSign
Pro Tip
Even if you don’t have a release yet:
Submit your request anyway to jump-start your transfer window.
You can always upload a release later — but you cannot retroactively start a waiting period.
AEP Transfer Deadlines by Carrier
Carrier | Without Release | With Release |
Aetna | 7/03 | 9/30 |
Anthem | 6/30 | No blackout with release |
HealthSpring | 7/15 | 9/1 |
Devoted | 8/14 | 10/8 |
Humana | 7/1 | 7/1 |
Scan | 9/15 | N/A – DocuSign initiated by carrier |
UnitedHealthcare | 5/31 | 8/31 |
Wellcare | 8/7 | No paper release needed |
How to Request a Carrier Contract (New or Transfer)
You can request additional contracts through the Spark platform:
Navigate to the Back Office
Select Carrier Contracts
Click View Carrier Contracts
Select Request a Contract
Complete and submit the Contracting Request Form
If you are transferring a contract and already have a release, upload it during this step.
Important Notes on Releases
A release must be signed and dated (within the last 90 days) by your current top-of-hierarchy.
Incorrect or missing releases may result in delays or denial.
The fastest path is always a valid release.
If you do not have a release, start the process early to begin the waiting period
Carrier-Specific Instructions
Aetna
Aetna
Please see Aetna: Contracting (New & Transfer) for a walkthrough with more information.
After submitting your Contracting Request Form, you will receive an email from [email protected] within 24 hours.
With a Release
Must be completed using Aetna’s “Notice of Intent”
All signatures must be wet signatures
Without a Release
A 90-day waiting period will apply
Agency Principals
Downline agents will transfer automatically if aligned
Anthem
Anthem
Please see Anthem: Contracting (New & Transfer) for a walkthrough with information.
After submitting your request, you will receive a link from [email protected].
With a Release
Upload during your Spark contract request
Without a Release
You must complete a second submission after 90 days to finalize the transfer
Devoted
Devoted
Please follow this walkthrough to request a release when transferring your Devoted contract via the Agent Portal or by calling Agent Support at 877-764-9446.
With a Release
Transfers with a release typically take 7 business days to complete
Without a Release
A 60-day waiting period applies
HealthSpring (Cigna)
HealthSpring (Cigna)
Transfers are completed through EvolveNXT. Please see this walkthrough for more information on how to request your transfer.
Complete the transfer within EvolveNXT
Molina
Molina
Transfers are completed through EvolveNXT. Please see this Molina walkthrough with more information on how to request a transfer.
Then complete the transfer request within EvolveNXT
Scan
Scan
No release is required.
The transfer form is triggered during the Contracting Request process
You will receive an Adobe Sign from [email protected]
The Adobe Sign must be completed before the deadline
Agency Principals
Downline agents transfer automatically if aligned
UnitedHealthcare (UHC)
UnitedHealthcare (UHC)
Please see UHC: Contracting (New & Transfer) for more information.
This carrier has the most time-sensitive and structured process.
Step 1: Submit Intent to Move (ITM) by Deadline
Step 1: Submit Intent to Move (ITM) by Deadline
Send an email to: [email protected]
Template:
I, (YOUR NAME), NPN: (YOUR NPN), request a transfer to Spark Insurance Services LLC (NPN: 19742285 / Spark Party ID: 2753128) for myself, and my agency (AGENCY NAME) NPN (AGENCY NPN) if applicable.
Step 3: Waiting Period (~90 Days)
Step 3: Waiting Period (~90 Days)
UHC will process your request during the waiting period
When eligible, you will receive an email from [email protected]
Deadlines
Deadlines
Without Release:
Must submit ITM by 5/31
With Release:
Must complete by 8/31
If you miss the 5/31 deadline, you must wait until January 1 unless you obtain a valid release before 8/31.
Agency Principals
Agency Principals
Your entire downline will transfer with you if aligned
Wellcare
Wellcare
Please follow these instructions to initiate Wellcare: Contracting (Transfer).
Transfers are completed through Centene Workbench.
Key Notes
No paper release required (unless LOA scenario)
Must complete a hierarchy change request in the portal
Transfer Timing
Agents: ~14 days
Agencies: ~45 days
Agency Principals
Downline agents transfer automatically if aligned
Need Help?
If you have questions or need assistance:
Email: [email protected]
Phone: (212) 847-0697
Please don’t wait!
Most missed AEP transfers happen because the process was started too late. Starting early gives you the most flexibility and the highest likelihood of completing your transfer in time.