The California Department of Insurance (CDI) Business Entity License Application is the official form a corporation, LLC, partnership, or other business must file to legally sell, solicit, or negotiate insurance in California. You file it through the National Insurance Producer Registry or Sircon using the NAIC Uniform Application for Business Entity Insurance License/Registration, which CDI adopted in place of a stand-alone state PDF.
Getting this form right matters because California processes more than 400,000 producer licensing transactions a year, and CDI rejects or pends a meaningful share of business entity filings for missing endorsee designations, unanswered background questions, or fingerprint mismatches. A rejected application costs you the $188 filing fee, delays your first commission check, and can freeze pending appointments with carriers.
Here is what this guide gives you:
- 📋 A line-by-line walkthrough of every section of the Uniform Business Entity Application
- 🧾 A pre-filing checklist of documents, IDs, and signatures to gather first
- 👥 Three real-world scenarios showing exactly what to enter
- ⚠️ The ten mistakes CDI flags most often, and how to avoid each one
- 💡 Twelve plain-English FAQs covering fees, timing, DRLPs, fingerprints, and renewals
What the Form Is and Who Must File It
The California CDI Business Entity License Application is the filing that authorizes a business, not an individual, to transact insurance in California. California law under Insurance Code §1631 makes it a misdemeanor to act as an insurance producer without a license, and §1633 extends that requirement to any “person,” which includes corporations, LLCs, and partnerships. CDI uses the NAIC Uniform Application for Business Entity as its official intake form, and the application is filed electronically through NIPR or Sircon rather than as a paper PDF mailed to Sacramento.
Every business that earns commission from selling, soliciting, or negotiating insurance in California must hold its own entity license, even if every owner already holds an individual California producer license. That includes property and casualty agencies, life and health agencies, surplus lines brokers, bail agents, and accident and health firms. A sole proprietor who operates under a personal name is the only common exception, because the individual license already covers that activity.
The form covers many license classes at once. You check the boxes for the qualifications you want, such as Property Broker-Agent, Casualty Broker-Agent, Life-Only Agent, Accident and Health Agent, Personal Lines Broker-Agent, Limited Lines Automobile, or Surplus Lines Broker. Each class carries its own statutory authority under the California Insurance Code Producer Licensing chapter, and each class can carry its own appointment and continuing education requirements for the natural-person endorsees attached to the entity.
The agency that receives the form is the California Department of Insurance Producer Licensing Bureau, located at 320 Capitol Mall, Sacramento, CA 95814. The Bureau enforces California Code of Regulations Title 10, Chapter 5, which fills in the procedural rules around fingerprinting, name styles, endorsements, and renewal. Misrepresenting any answer on the form violates Insurance Code §1666 and is grounds for license denial or revocation.
Before You Start: Documents and Information You Need
Open a folder on your desktop and gather every item below before you log into NIPR. The application times out, and switching tabs to hunt for a Federal Employer Identification Number (FEIN) is the single most common reason filers lose their work mid-session.
- Federal Employer Identification Number (FEIN). CDI uses your FEIN as the business identifier on every record. A missing or mistyped FEIN forces a manual review and adds two to four weeks.
- California Secretary of State entity number. You get this from your bizfile Online filing the day you form or register the entity. Out-of-state entities must register as a foreign LLC or foreign corporation first.
- Articles of Incorporation, Articles of Organization, or Partnership Agreement. CDI cross-checks the legal name against Secretary of State records, and any mismatch triggers a name-conflict pend.
- Statement of Information (SOI). California requires a current Statement of Information for every corporation and LLC, and CDI will pull it during background review.
- NAIC Biographical Affidavit (Form 11) for every officer, director, partner, member, and 10%+ owner. Use the NAIC Biographical Affidavit and have each one notarized within the past six months.
- Designated Responsible Licensed Person (DRLP) name and California license number. California requires at least one natural person already licensed in every line the entity is requesting to sit as the DRLP under Insurance Code §1633.
- Live Scan fingerprint receipts (Form BCIA 8016) for officers and DRLPs. Submit the Live Scan request through the California DOJ using ORI code A0653, the CDI ORI.
- Trade name (DBA) approval and Fictitious Business Name filings. CDI must approve every name style under 10 CCR §2188.5 before you can use it on a policy.
- Errors and Omissions (E&O) policy declarations page. Bail agents and some specialty lines must show E&O at filing; most other lines must show it at the carrier appointment stage.
- Background disclosure documentation. Court records, settlement agreements, or regulatory orders for any “Yes” answer to the fifteen background questions.
Where to Get the Form and How to Access It
You do not download a paper “California Business Entity License Application” PDF from CDI. California is an NIPR uniform-application state, so the form lives inside the online portal and the system fills the fields for you as you click through. The two approved channels are NIPR and Sircon.
Start at the NIPR Apply page and choose California, then Business Entity, then New Application. NIPR charges a transaction fee on top of the CDI license fee, and the system accepts Visa, Mastercard, and ACH. You can save partially completed applications for thirty days, so you do not have to finish in one sitting if a Biographical Affidavit is still at the notary.
The other approved portal is Sircon for Producers, which many large agencies prefer because it integrates with their compliance management systems. Sircon mirrors the same NAIC Uniform Application fields, so the answers do not change between portals. Pick whichever portal your back office already uses to avoid duplicate logins.
CDI publishes the source-of-truth instructions in the Business Entity License Information page and in the License Application Checklists for each license class. Read the checklist for your specific class before you start, because surplus lines and bail entities have add-on filings that the portal will not warn you about.
Step-by-Step: How to Fill Out the Business Entity Application Line by Line
The Uniform Application is organized into six logical sections plus the signature page. Below is each field, with the plain-English ask, how to answer it, a sample entry, an edge case, the most common mistake, and the misconception people carry into the box.
Section 1, Box 1: Applicant Legal Name
This box asks for the exact legal name of the business as it appears on the Articles of Incorporation, Articles of Organization, or Partnership Agreement. Type the name in upper and lower case exactly as the California Secretary of State business search shows it, including punctuation, the word “Inc.,” “LLC,” or “L.P.,” and any hyphens.
For example, Pacific Coast Insurance Services, LLC writes its legal name as Pacific Coast Insurance Services, LLC, not Pacific Coast Ins. Svcs. and not PACIFIC COAST INSURANCE SERVICES LLC without the comma.
The most common edge case is a recent name change. If you amended your Articles last month, wait until the Secretary of State search shows the new name before you file with CDI, because CDI’s overnight match will fail otherwise. The most common mistake is dropping the entity descriptor, and the consequence is an automatic name-mismatch pend that adds three to six weeks. The misconception is that “doing business as” names belong here, but DBAs go in the trade name box further down.
Section 1, Box 2: Federal Employer Identification Number
This box asks for the nine-digit FEIN issued by the IRS. Enter the number with no dashes, in the format 123456789, because the portal strips formatting and will reject letters or spaces.
For example, Aisha Brown’s two-member LLC, Brown Family Insurance, LLC, types 874512309.
The edge case worth flagging is single-member LLCs that have only an EIN tied to the owner’s Social Security Number for tax purposes; CDI still needs the entity-level EIN, not the owner’s SSN. The most common mistake is transposing two digits, and the consequence is that the IRS match fails and CDI cannot verify your tax status, which freezes the file. The misconception is that you can leave this blank if you are a sole-owner LLC, but California requires the entity FEIN regardless of tax classification.
Section 1, Box 3: Tax Identification (SSN if no FEIN)
This box exists for the rare entity that has not yet received its FEIN. CDI strongly prefers a FEIN, so if your IRS confirmation letter (Form CP 575) is delayed, ask the IRS for the EIN by phone before filing.
For example, Marcus Diaz, who just formed Diaz Brokers, Inc. and is waiting on the CP 575, calls the IRS Business and Specialty Tax Line at 800-829-4933 and writes the FEIN given over the phone.
The edge case is foreign-owned entities without a U.S. tax ID, which must apply for an EIN with Form SS-4 before filing with CDI. The mistake to avoid is using the owner’s SSN as a placeholder, and the consequence is that CDI rejects the application as incomplete. The misconception is that California does not check this field; California cross-checks every entity ID with the Franchise Tax Board.
Section 1, Box 4: Date of Formation and State of Domicile
This box asks the date the entity was legally formed and the state where it is organized. Use MM/DD/YYYY format, and pick the domicile state from the drop-down.
For example, Brown Family Insurance, LLC enters 03/14/2025 and selects California, while Atlantic Life Group, Inc., a Delaware corporation registered to do business in California, enters 07/02/2018 and selects Delaware.
The edge case is a domestication or conversion; use the date of the original formation, not the date you converted from a corporation to an LLC. The most common mistake is entering the date you registered as a foreign entity in California instead of the original formation date, which creates a date conflict with the Secretary of State record. The misconception is that “domicile” means where you operate; in licensing, domicile means where you were legally formed.
Section 1, Box 5: Business Address
This box asks for the principal business address, which is the address where books and records are kept under 10 CCR §2190.2. Enter a physical street address, not a P.O. Box, and use the standard United States Postal Service two-letter state code.
For example, Pacific Coast Insurance Services, LLC writes 1500 Capitol Mall, Suite 400, Sacramento, CA 95814.
The edge case is a home-based agency; you may use a residence, but be aware that the address becomes public on the CDI License Lookup. The most common mistake is using a P.O. Box, and the consequence is an immediate pend with a request for a street address. The misconception is that you can list a virtual office or mailbox-store address; CDI reads §2190.2 strictly.
Section 1, Box 6: Mailing Address
This box accepts a P.O. Box if you want regulatory mail sent there. Leave it blank to default to the business address, or fill it in to direct renewal notices, deficiency letters, and CE reminders elsewhere.
For example, Diaz Brokers, Inc. lists its mailing address as P.O. Box 1188, Long Beach, CA 90801, separate from its physical office on Pine Avenue.
The edge case is a third-party compliance vendor; you may list the vendor’s address, but the entity stays responsible for missed deadlines. The mistake to avoid is leaving this blank when the business address receives heavy mail, because important CDI letters can get lost. The misconception is that this address is private; it is not, and it appears on License Lookup.
Section 1, Box 7: Phone, Fax, Email, and Website
These four lines feed the public license record and the agency’s primary contact channels. Use a real, monitored email; CDI sends renewal reminders and deficiency notices to it.
For example, Brown Family Insurance, LLC enters (916) 555-0142, leaves the fax blank, lists compliance@brownfamilyins.com, and lists www.brownfamilyins.com.
The edge case is shared inboxes; assign someone to monitor the email address daily, because CDI defaults to electronic notice. The most common mistake is using a personal Gmail address that an officer later loses access to, and the consequence is missed renewal notices and a lapsed license. The misconception is that these contacts are private; they all appear on the public CDI lookup.
Section 2: Designated Responsible Licensed Person (DRLP)
This section is the heart of the California filing. Enter the full legal name and California producer license number of at least one natural person who is already licensed in every line the entity is requesting, and who will be responsible for the entity’s compliance under Insurance Code §1633(b).
For example, Atlantic Life Group, Inc. names Jordan Patel, California license number 0K12345, as DRLP for Life-Only Agent and Accident and Health Agent because Jordan holds both qualifications individually.
The edge case is multiple license classes; if the entity wants Property, Casualty, and Life-Only, the DRLP must hold all three or you must list multiple DRLPs collectively covering each class. The most common mistake is naming a DRLP whose own license is on probation or expired, and the consequence is automatic denial. The misconception is that the DRLP must be an owner; the DRLP only needs to be an officer or employee with authority over insurance operations.
Section 3, Question 1: Other Names (DBA, Trade Names, AKA)
This question asks whether the entity uses any name other than its legal name. Answer Yes if you have a fictitious business name, a marketing name, or a former legal name; answer No if the legal name is the only name you use.
For example, Pacific Coast Insurance Services, LLC answers Yes and lists Pacific Coast Benefits as its DBA, attaching the Fictitious Business Name county filing.
The edge case is a parent-subsidiary brand; if you market under the parent’s name, list it. The mistake to avoid is using a DBA that has not been approved by CDI under 10 CCR §2188.5, and the consequence is unauthorized-name advertising charges. The misconception is that an FBN filing alone authorizes use; CDI must approve the name style separately.
Section 3, Questions 2 through 15: Background Disclosure
Questions 2 through 15 ask about criminal history, regulatory action, civil judgments, bankruptcies, tax liens, and prior license denials for the entity and for every officer, director, partner, member, and 10%+ owner. Answer Yes or No for each question, and attach a written explanation, court documents, and final dispositions for every Yes.
For example, Diaz Brokers, Inc. answers Yes to Question 6 because owner Marcus Diaz had a 2014 misdemeanor DUI; Marcus attaches the certified court disposition and a one-page explanation letter.
The edge case is expunged or sealed records; California still requires disclosure under Insurance Code §1668.5 even if the conviction is expunged. The most common mistake is answering No to forget about an old matter, and the consequence is a §1666 misrepresentation finding that can revoke the license. The misconception is that minor matters do not need disclosure; CDI reviews every Yes individually under §1668.
Section 4: Officers, Directors, Partners, and 10%+ Owners
This section lists every natural person with control over the entity. Enter each person’s full legal name, date of birth, Social Security Number, residential address, title, and percentage of ownership.
For example, Brown Family Insurance, LLC lists Aisha Brown, 50% Member-Manager and David Brown, 50% Member, both with home addresses, dates of birth, and SSNs.
The edge case is a trust as an owner; list the trustee, not the trust, with the trust’s percentage. The most common mistake is omitting a 10%+ silent investor, and the consequence is a control-disclosure violation that can void the license. The misconception is that only managers must be listed; California requires every 10%+ owner regardless of management role.
Section 5: Fingerprints and Live Scan
Every officer, director, and DRLP submits Live Scan fingerprints through the California DOJ using the Request for Live Scan Service form, with ORI code A0653 and agency name California Department of Insurance. Pay the rolling fee, which varies by Live Scan vendor, plus the DOJ and FBI processing fees.
For example, Jordan Patel visits a UPS Store Live Scan vendor in San Diego, hands the technician a completed BCIA 8016 with A0653 written in the ORI box, pays $57 in DOJ and FBI fees plus a $25 rolling fee, and keeps the ATI number receipt.
The edge case is out-of-state officers; they use FBI Channeler fingerprint cards instead of California Live Scan. The most common mistake is using the wrong ORI code, and the consequence is that DOJ rejects the submission and you pay the fee twice. The misconception is that fingerprints carry over from a prior individual license; entity filings require a fresh set unless prints are less than 18 months old.
Section 6: Signature, Attestation, and Submission
The last page is the attestation. The DRLP or an authorized officer signs under penalty of perjury that every answer is true and complete, that the entity will comply with the California Insurance Code, and that the signer has authority to bind the entity.
For example, Aisha Brown, as Managing Member of Brown Family Insurance, LLC, types her full legal name, the date 11/04/2026, and clicks the e-signature box on NIPR.
The edge case is a corporate officer signing for a parent; the signer must be the entity’s own officer, not the parent’s. The mistake to avoid is letting an unlicensed assistant complete the e-signature, and the consequence is a void filing under §1666. The misconception is that the signature is a formality; California treats it as a sworn statement subject to perjury penalties.
Three Filled-Out Examples Using Real Scenarios
The three scenarios below show what each named filer enters in the major sections of the application.
Scenario 1: Aisha and David Brown form a two-member P&C LLC in Sacramento
| Form Section | What Brown Family Insurance, LLC Enters |
|---|---|
| Legal Name | Brown Family Insurance, LLC |
| FEIN | 874512309 |
| Date and State of Formation | 03/14/2026, California |
| Business Address | 1500 Capitol Mall, Suite 400, Sacramento, CA 95814 |
| License Classes Requested | Property Broker-Agent, Casualty Broker-Agent |
| DRLP | Aisha Brown, License 0M55678 |
| Officers/Owners | Aisha Brown, 50% Manager; David Brown, 50% Member |
| Background Disclosure | All No |
| Fingerprints | Live Scan completed for Aisha and David, ORI A0653 |
| Signature | Aisha Brown, Managing Member, 11/04/2026 |
Scenario 2: Atlantic Life Group, Inc., a Delaware corporation expanding into California
| Form Section | What Atlantic Life Group, Inc. Enters |
|---|---|
| Legal Name | Atlantic Life Group, Inc. |
| FEIN | 462338891 |
| Date and State of Formation | 07/02/2018, Delaware |
| California SOS Foreign Registration | Filed 09/01/2026, Entity No. C5588221 |
| Business Address | 200 Park Avenue, Suite 1700, New York, NY 10166 |
| License Classes Requested | Life-Only Agent, Accident and Health Agent |
| DRLP | Jordan Patel, License 0K12345 (CA resident) |
| Officers/Owners | Helen Wu, CEO; Robert Klein, CFO; Two 12% institutional owners listed |
| Background Disclosure | Yes to Q4: 2019 FINRA fine, attached order |
| Signature | Helen Wu, CEO, 11/09/2026 |
Scenario 3: Marcus Diaz adds Accident and Health to his solo S-corp in Long Beach
| Form Section | What Diaz Brokers, Inc. Enters |
|---|---|
| Legal Name | Diaz Brokers, Inc. |
| FEIN | 553219988 |
| Date and State of Formation | 01/12/2022, California |
| Business Address | 4140 Pine Avenue, Long Beach, CA 90807 |
| Mailing Address | P.O. Box 1188, Long Beach, CA 90801 |
| License Classes Requested | Accident and Health Agent (adding to existing P&C entity license) |
| DRLP | Marcus Diaz, License 0L99821 |
| Officers/Owners | Marcus Diaz, 100% Shareholder, President |
| Background Disclosure | Yes to Q6: 2014 DUI misdemeanor, certified disposition attached |
| Signature | Marcus Diaz, President, 11/12/2026 |
How to File the Completed Form
California offers three practical filing channels: NIPR, Sircon, or paper submission for a narrow set of license types. Pick the one that matches your back-office workflow and your license class.
The first channel is the NIPR Business Entity Application. The CDI license fee is $188 for most classes per the CDI Counter Fee Schedule, and NIPR adds a small transaction fee. NIPR accepts Visa, Mastercard, Discover, and ACH. Processing typically runs 30 to 60 days, faster if every Yes answer comes with attached documents. Save the NIPR confirmation email and the transaction ID as your proof of filing.
The second channel is Sircon for Producers. Sircon collects the same $188 CDI fee plus its own service fee, accepts the same payment methods, and posts to CDI on the same overnight schedule as NIPR. Save the Sircon transaction receipt and the order confirmation PDF.
The third channel is paper. CDI accepts paper filings only for a few license types, primarily bail and certain special lines. Mail the completed forms and a check payable to California Department of Insurance to California Department of Insurance, Producer Licensing Bureau, 320 Capitol Mall, Sacramento, CA 95814. Paper filings take 8 to 12 weeks. Send by certified mail with return receipt and keep the green card as proof of filing.
After filing, monitor the CDI License Status Inquiry page using the application’s tracking number. Any deficiency notice arrives by email and by U.S. mail, and you have 30 days to respond before the application is closed.
What Happens After You File
Once you submit, NIPR or Sircon transmits the application to the CDI Producer Licensing Bureau overnight. The Bureau performs an automated match against the Secretary of State, FTB, and DOJ Live Scan databases, and a licensing analyst opens the file for substantive review.
If every field is clean and every Yes has a supporting document, CDI issues the license number electronically within four to six weeks for resident entities and six to ten weeks for non-resident entities. The license number appears on the CDI License Lookup page, and a printable license certificate becomes available in your NIPR or Sircon dashboard.
If the analyst finds a problem, you receive a deficiency letter listing each missing item. You have 30 days to cure under 10 CCR §2188, and the file closes if you miss the deadline. Curing means uploading the missing document through the original portal, not starting a new application.
After issuance, the license is valid for two years and expires on the last day of the month it was issued. Carrier appointments under Insurance Code §1704 can begin the moment the number is active, which is when commission flow legally starts.
Mistakes to Avoid When Filling Out the Form
- Mismatched legal name. Typing Smith Insurance Inc when the SOS shows Smith Insurance, Inc. triggers an automatic name-conflict pend that adds three to six weeks.
- Wrong DRLP qualifications. Naming a DRLP who lacks one of the requested license classes causes outright denial of that class.
- Skipping a 10%+ owner. Omitting a silent investor violates control-disclosure rules and can void the license retroactively.
- Answering No to a background question with an old expunged matter. California still requires disclosure under §1668.5, and a missed Yes can become a §1666 misrepresentation finding.
- Using a P.O. Box for the business address. §2190.2 requires a street address, and the application pends until you update it.
- Wrong ORI on Live Scan. Anything other than A0653 means DOJ never sends the prints to CDI, and you pay twice.
- Stale Biographical Affidavits. Affidavits older than six months bounce back and slow review.
- Missing E&O for bail. Bail applicants without proof of E&O are pended automatically.
- Personal Gmail as the contact email. Renewal notices vanish when the officer leaves the firm.
- Forgetting the foreign-entity Statement and Designation. Out-of-state corporations must file a Statement and Designation by Foreign Corporation with the SOS before CDI can issue.
- Paying with a personal credit card with a different billing name. Some carriers reject the payment and the file is held for fee.
Do’s and Don’ts
- Do match every field to the Secretary of State record character-for-character, because CDI cross-checks overnight.
- Do notarize every Biographical Affidavit within six months of filing, because older notarizations are rejected.
- Do attach a written explanation and certified court disposition for every Yes background answer, because narrative without records does not satisfy review.
- Do keep the NIPR or Sircon confirmation email forever, because it is your only proof of filing date.
- Do appoint a single compliance contact and route the public email to that person, because CDI defaults to electronic notice.
- Do check the CDI License Status page weekly, because deficiency letters can arrive before paper mail does.
- Don’t use a P.O. Box as the business address, because §2190.2 requires a physical street address.
- Don’t name a DRLP whose own license is expired, suspended, or on probation, because the entity inherits that status.
- Don’t rely on individual licenses to cover the entity, because §1633 requires a separate entity license.
- Don’t advertise under a DBA before CDI approves the name style, because §2188.5 makes the use unauthorized.
- Don’t answer No to a background question to “keep things clean,” because §1666 perjury penalties dwarf any embarrassment.
- Don’t miss the 30-day deficiency response window, because the file closes and you forfeit the $188 fee.
Pros and Cons of Filing on Your Own vs. With Help
- Pro of filing yourself: You save the $500 to $2,500 typical licensing-consultant fee, which matters for a startup agency.
- Pro of filing yourself: You learn the form deeply, which makes future renewals and amendments faster.
- Pro of filing yourself: You control the timing and submit the moment your DRLP’s prints clear.
- Pro of filing yourself: You see every deficiency letter directly, with no message lag through a third party.
- Pro of filing yourself: Small clean files are simple, and the NIPR portal is well-designed for first-time filers.
- Con of filing yourself: A single missed field can cost weeks of delay, which can mean lost commission.
- Con of filing yourself: Background disclosure judgment calls are easy to misjudge without legal experience.
- Con of filing yourself: Multi-state filers benefit from a consultant who manages reciprocity.
- Con of filing yourself: You may not know which 10 CCR rules apply to your specific class.
- Con of filing yourself: If a Yes answer turns into a §1668 hearing, you need counsel anyway.
Online Filing vs. Paper Filing at a Glance
| Filing Method | What to Expect |
|---|---|
| Online via NIPR or Sircon | $188 CDI fee plus small transaction fee, processing 30 to 60 days, instant filing receipt |
| Paper via Sacramento mail | $188 CDI fee by check, processing 8 to 12 weeks, certified mail receipt is your only proof |
FAQs
Is the California CDI Business Entity License Application the same as an individual producer license application?
No. The entity license under Insurance Code §1633 authorizes the business itself to transact insurance, separate from the individual licenses each producer holds.
Do I need an individual California license before I file the entity application?
Yes. California requires at least one DRLP who is already individually licensed in every line the entity is requesting before CDI will issue.
How much is the filing fee in 2026?
Yes, the CDI license fee is $188 for most classes under the Counter Fee Schedule, plus a small NIPR or Sircon transaction fee.
Can I file the application by paper?
No for most classes. CDI requires NIPR or Sircon for nearly all business entity classes; only bail and a few special lines accept paper filings.
How long does CDI take to issue the license?
Yes, expect four to six weeks for clean resident applications and six to ten weeks for non-resident or pended files, with deficiencies extending the timeline.
Do I write the entity’s FEIN or my Social Security Number in Box 2?
Yes, write the entity’s FEIN in Box 2; never substitute an owner’s SSN, even for a single-member LLC.
Do I list a DBA in Box 1 or in Section 3, Question 1?
No, Box 1 takes only the legal name; the DBA goes in Section 3, Question 1 with proof of CDI name-style approval.
Does the DRLP have to be an owner?
No, the DRLP only needs authority over insurance operations and must individually hold every license class the entity is requesting.
Do I disclose an expunged misdemeanor in the background section?
Yes, §1668.5 requires disclosure even when the conviction has been expunged or sealed.
Can I use a P.O. Box for the business address in Box 5?
No, 10 CCR §2190.2 requires a physical street address; a P.O. Box belongs in Box 6.
Is the license renewable?
Yes, the entity license is valid for two years and renews through the same NIPR or Sircon portals with a renewal fee under the Counter Fee Schedule.
Do out-of-state entities need to register with the California Secretary of State first?
Yes, foreign corporations and LLCs must file a Statement and Designation by Foreign Corporation or LLC with the Secretary of State bizfile portal before CDI can issue the license.
Related reading
- How to Fill Out California CDI Notice of Appointment (w/Examples) + FAQs
- How to Fill Out California CDI Producer License Application + FAQs
- How to Fill Out California CDI Public Insurance Adjuster License Application + FAQs
- How to Fill Out California CDI Property Broker-Agent License (w/Examples) + FAQs
- How to Fill Out California CDI Casualty Broker-Agent License (w/Examples) + FAQs
- How to Fill Out California CDI Title Insurance Agent License (w/Examples) + FAQs
- How to Fill Out California Form CDTFA-501-AB (w/Examples) + FAQs