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Resources

Placement changes have a significant impact on each Wellness Advocate’s business. Due to the legal and sensitive nature of moving accounts within an account, we need a detailed paper trail for each request or move. From a legal standpoint, this written documentation protects everyone in the situation: the person moving, their upline, and doTERRA.

Several resources are available to assist you with placement needs. Select the links below to take you directly to the forms.
 

Submit an Online Form through the Virtual Office

Account Transfer Request Form Exception Application
Pending Placement Requests Sponsor Changes

Download PDF Forms

Account Transfer Form Voluntary Termination Form
Exceptions Form Swap FormPremier Move Form

For PDF forms in Spanish/Chinese, please scroll down to the section labelled "Download PDF Forms (Spanish/Chinese)."


PDF Training Documents

Account Transfer Tips Flyer Exception Request Tips Flyer Wellness Advocate vs. Wholesale Customer Wholesale Customer FAQ
Tips to Build Confidently


Empowered Success and Placements

Business Building Guide Placement Strategy (pgs. 63–65)
Launch Placement Strategy (pg. 14)


Download PDF Forms (Spanish)

Exceptions Form(Spanish) Voluntary Termination Form (Spanish)
Account Transfer Form (Spanish) Swap Form (Spanish)


Download PDF Forms (Chinese)

Exceptions Form(Chinese) Voluntary Termination Form (Chinese)
Account Transfer Form (Chinese) Swap Form (Chinese)

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