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    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.


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    Submit an Online Form through the Virtual Office

    Account Transfer Request Form Exception Application Pending Placement Requests Sponsor Changes



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    Download PDF Forms

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

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



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    PDF Training Documents

    Account Transfer Tips Flyer Exception Request Tips Flyer Wellness Advocate vs. Wholesale Customer Wholesale Customer FAQ Tips to Build Confidently Tips to Build Confidently 2023


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    Empowered Success and Placements

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


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    Download PDF Forms (Spanish)

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


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    Download PDF Forms (Chinese)

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

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