Get Naic Business Entity Application Form

Filling out the Naic Business Entity Application Form online is a crucial step for businesses seeking insurance licenses or registrations. This guide provides clear and detailed instructions to help users navigate each section of the form effectively.

Follow the steps to complete the application process smoothly.

1. Click ‘Get Form’ button to access the application and open it in your preferred digital editor.
2. Begin by identifying the business entity name in the corresponding field. Ensure accuracy as this will be the formal name used in all licensing purposes.
3. Enter the Federal Employer Identification Number (FEIN) in the next section to establish your business identity for federal tax purposes.
4. If applicable, provide your assigned National Producer Number (NP#). This number identifies you within the insurance industry.
5. Specify your home state and its respective license number to indicate where your business is primarily registered.
6. List any other trade names or aliases under which your business operates, ensuring that all variations are documented.
7. Fill out your business address, including city, state, zip code, and country of domicile to give a clear point of contact.
8. Indicate whether your business entity is affiliated with a financial institution by selecting 'Yes' or 'No' as applicable.
9. Provide the designated responsible licensed producer’s details, making sure to identify at least one person as required.
10. Complete the section about owners, partners, officers, and directors, listing all individuals with a 10% or greater interest in the entity, along with their titles.
11. In the jurisdiction and license type section, check the appropriate legal business types and license registrations relevant to your application.
12. Answer the background information questions thoroughly. Be honest and include any necessary documentation if you answer 'Yes' to any questions.
13. Review the certification and attestation statement, ensuring that all submitted information is truthful and complete, as Submission of false information may lead to penalties.
14. Finally, make sure all required attachments are included, as incomplete applications may be returned or deemed deficient. Once all fields are filled and reviewed, save your changes, download a copy, and if necessary, print or share the completed form.

Complete your Naic Business Entity Application Form online today to proceed with your licensing process.