Get Property/casualty Agent (entity) - Original/relicensing Application ... - Dfs Ny

This guide provides a clear and supportive walkthrough on completing the Property/Casualty Agent (Entity) - Original/Relicensing Application for submission through an online platform. It focuses on the essential steps required for a successful application process in New York.

Follow the steps to effectively complete your application.

1. Press the ‘Get Form’ button to access the application form and open it for editing.
2. Begin by filling out the entity name in full and the Federal Employer ID Number. Make sure to provide the principal business address along with the mailing address if different.
3. Indicate whether your entity is a corporation, partnership, or limited liability company. Be sure to check the appropriate boxes.
4. Check the lines of authority you are applying for: property, casualty, personal lines, or baggage. List all relevant officers, directors, partners, members, or managers in the provided sections.
5. Provide identification details for all owners with at least a 10% interest in the business entity, including their name, Social Security Number or Federal Employer Identification Number, date of birth, and title.
6. Address any questions regarding obligations, convictions, bankruptcies, or lawsuits as applicable, ensuring to attach explanations for any affirmative answers.
7. Verify and certify the information in the application, ensuring all designated responsible persons sign as required.
8. Attach any necessary documents including your Articles of Incorporation, Business Certificate, or Articles of Organization, and proof of CE credits if applicable.
9. Review the entire application for accuracy, save your changes, and proceed to submit the form via the online platform.

Complete your Property/Casualty Agent application online today to ensure a smooth and efficient licensing process.