Get Name Approval Request - California Department Of Insurance - Insurance Ca

This guide provides a clear and supportive overview of how to complete the Name Approval Request form for the California Department of Insurance. Whether you are establishing a new business or changing your current name, this step-by-step guide will help you navigate the process smoothly.

Follow the steps to successfully complete your Name Approval Request.

1. Click ‘Get Form’ button to obtain the form and access it in a usable format.
2. Begin by checking the appropriate box that corresponds to your request. You can select for a new business entity reservation, an individual DBA request, a DBA name change, or a business entity DBA request.
3. If you or the business entity is currently licensed with the Department of Insurance, provide the legal name and license number in the designated fields.
4. List up to five business names in order of preference in the provided spaces, ensuring that each includes the word 'insurance' followed by one of the permitted terms such as agency, services, marketing, sales, center, or solutions.
5. Select the type of entity or sole proprietor status by checking the corresponding box – this may include options like sole proprietor, corporation, limited liability company, partnership, or other.
6. If your request involves a merger or conversion, include a copy of the approved documentation from the Secretary of State as required.
7. Provide any additional comments relevant to your request in the designated section.
8. Review the fee structure for the application, noting the specific amounts applicable to producers, bail, adjusters, and any reissues.
9. Complete the signature section. This must be signed by the sole proprietor or an officer of the business entity and include their title, phone number, printed name, address, and email.
10. Once all sections are filled, save your changes, download, print, or share the completed form as needed.

Complete your Name Approval Request online today for a smoother licensing process.