Texas Form FIN307 is the Texas Department of Insurance (TDI) “Application for Surplus Lines Agent License” that any individual or business entity must file to legally place insurance with non-admitted (surplus lines) carriers on Texas risks. The form is the gatekeeper for every surplus lines transaction in the state, and the Texas Insurance Code Chapter 981 makes filing it a precondition for collecting commissions on non-admitted business.
Getting FIN307 wrong is expensive. TDI processes thousands of surplus lines applications each year, and roughly 1 in 5 paper applications is returned for a correctable defect, most often a missing bond, an unsigned attestation, or a mismatched legal name on the NIPR transmittal. Below, you will learn:
- 📋 What every box on FIN307 asks and exactly what to write inside it
- 💰 The current TDI fee schedule, the $50,000 surplus lines bond rule, and how the federal NRRA home-state rule changes your filing
- 🧑💼 Three full named-filer walkthroughs (resident producer, non-resident producer, business entity)
- 🚫 Ten field-level mistakes that trigger a TDI rejection letter and how to avoid each one
- ✅ A pre-filing checklist with every document, fingerprint receipt, and attestation you must gather before you open the form
The article uses the FIN307 revision dated 09/2024, the version posted on the TDI agent forms page at the time of writing. Confirm the revision date in the bottom-left corner of your downloaded PDF before you begin.
What Form FIN307 Is and Who Must File It
Form FIN307 is the official application a person or company files with the TDI Agent and Adjuster Licensing Office to obtain a Texas surplus lines agent license. A surplus lines agent is the only person legally allowed to procure insurance from a non-admitted insurer on a Texas risk under Texas Insurance Code §981.203. Without an active surplus lines license tied to a properly filed FIN307, every premium placed is an unauthorized transaction subject to a per-policy fine.
The form covers four distinct applicant categories: resident individual producers who already hold a Texas general lines property and casualty license, non-resident individual producers licensed in their home state, resident business entities (agencies organized in Texas), and non-resident business entities. Each category checks a different box at the top of FIN307, and the supporting documents differ in important ways. A resident individual must show an active Texas P&C license; a non-resident must show home-state surplus lines authority on the NIPR PDB report.
The statute behind FIN307 is Texas Insurance Code Chapter 981, and the implementing rules sit at 28 TAC Chapter 15. The federal overlay is the Nonadmitted and Reinsurance Reform Act (NRRA) of 2010, which routes all premium tax and licensing back to the insured’s home state. If Texas is the insured’s home state, FIN307 controls; if Texas is not the home state, you may still need a Texas surplus lines license to place ancillary risks. The TDI surplus lines page explains the interaction.
The deadline is transactional, not annual. You must hold an active surplus lines license before you bind a non-admitted policy. The penalty for binding without one is up to $25,000 per violation under Texas Insurance Code §82.052, plus restitution of commissions and potential license revocation.
Before You Start: Documents and Information You Need
Open the form only after you have every item below at your desk. Stopping mid-application to hunt for a fingerprint receipt is the single most common reason FIN307s get abandoned and re-started days later.
- Active Texas General Lines Property & Casualty license number (residents only). Without it, FIN307 cannot be granted because the surplus lines license is an “add-on” authority. You can pull the number from your TDI license lookup.
- Home-state license letter of certification (non-residents only). NIPR generates this through the Letter of Certification request. Without it, TDI cannot verify reciprocity.
- $50,000 surplus lines bond issued on the TDI bond form FIN311. The bond must name the State of Texas as obligee and be signed by an admitted surety. A photocopy will not be accepted; TDI requires the original or an electronic original with a digital surety seal.
- NIPR transaction number or NPN (National Producer Number). The NPN ties FIN307 to the national producer database and prevents duplicate license records.
- Fingerprint receipt from IdentoGO Texas dated within the last 12 months. Service code is 11G6QF for TDI agent licensing. Without the receipt, TDI cannot run the FBI background check required by Texas Insurance Code §4001.103.
- Business entity formation documents (entities only). Texas LLCs need the Certificate of Formation from the Texas Secretary of State; foreign entities need a Certificate of Authority.
- Designated Responsible Licensed Person (DRLP) license number (entities only). The DRLP is the licensed individual whose authority “covers” the entity under 28 TAC §19.802.
- Disclosure documentation for any prior administrative actions, criminal convictions, bankruptcies, or unpaid child support, including certified court records. Missing disclosures are the fastest path to a denial under Texas Insurance Code §4005.101.
- Application fee of $50 payable to the Texas Department of Insurance, plus the $5.95 NIPR transaction fee if filing electronically. Paper checks bounce more often than you’d expect; certified funds are safer.
- Federal Employer Identification Number (FEIN) for entities, or Social Security Number (last 4 digits requested) for individuals.
Where to Get the Form and How to Access It
The only authoritative source for FIN307 is the TDI Agent Forms page, where the PDF is posted with the current revision date in the bottom-left corner. Never download FIN307 from a third-party site; outdated versions circulate widely and TDI rejects them on receipt without a refund of the $50 fee.
The form is a fillable PDF that opens in Adobe Acrobat Reader version XI or later. Browser-based PDF viewers (Chrome, Edge, Safari preview) frequently strip the form fields when you save, leaving TDI to receive a blank document. Open the file in the desktop Acrobat application, fill it in, then “Save As” a new file before printing or e-signing.
Most filers now submit FIN307 electronically through NIPR’s Texas application portal, which embeds the FIN307 questions inside its workflow and transmits the data directly to TDI. The portal accepts Visa, MasterCard, Discover, and ACH. Paper submissions still go to the TDI Licensing Division at MC-107-1A, P.O. Box 12030, Austin, TX 78711-2030, with checks payable to the Texas Department of Insurance.
A third option is Sircon by Vertafore, which mirrors the NIPR workflow and is preferred by some agencies that already use Sircon for compliance tracking. Sircon’s fee is slightly higher ($6.18 versus NIPR’s $5.95), but the user interface is friendlier for entity applications with multiple DRLPs.
Step-by-Step: How to Fill Out FIN307 Line by Line
The form is organized into seven numbered sections plus a signature block. Work top-to-bottom; skipping forward and back causes inconsistencies that trigger rejections. Use the exact field names printed on the official PDF as you go.
Section 1 – Applicant Type Checkbox
The box at the very top of FIN307 asks whether the applicant is a resident individual, non-resident individual, resident business entity, or non-resident business entity. Check exactly one box.
To answer, look at where you live (individuals) or where the entity is domiciled (entities). If you live in Texas more than 183 days per year, you are a resident individual. If your LLC was formed in Delaware but does business in Texas, you are a non-resident business entity.
Maria Lopez, an Austin-based producer, checks the box marked “Resident Individual.”
The most common edge case is a producer who recently moved to Texas. The NRRA defines “home state” by the principal place of residence, which can lag your driver’s license update by months. If you moved within the last 90 days, file a residency change with your prior state through NIPR’s address change before filing FIN307, or TDI will reject it for a home-state mismatch.
A common mistake is checking both “Resident” and “Non-Resident” because the producer holds licenses in two states. Doing so causes an automatic kickout from TDI’s licensing engine, and the $50 fee is forfeited because TDI considers it a procedural defect rather than a substantive denial.
The misconception filers carry into this box is that “resident” means “where I want to be licensed.” It does not. Residency is dictated by the NRRA and by Texas Insurance Code §4001.002, and lying on this box is a misdemeanor.
Section 2 – Legal Name and NPN
Section 2 asks for the applicant’s full legal name and National Producer Number. For individuals, write the name exactly as it appears on your Social Security card and your existing P&C license.
Type the first name, middle name, last name, and suffix in the labeled boxes. Do not use nicknames, initials only, or maiden names unless they appear on your SSA record. The NPN goes in the box immediately to the right.
James Robert Carter III enters James as first, Robert as middle, Carter as last, III as suffix, and 18745632 as NPN.
The edge case here is hyphenated or married-changed names. If your P&C license still reads “Smith” but your SSA card now reads “Smith-Nguyen,” update SSA first, then update the P&C license through NIPR name change, then file FIN307 last. Filing in any other order produces a name mismatch flag.
The common mistake is omitting the suffix. TDI’s database treats “James Carter” and “James Carter III” as different people, so the FBI fingerprint result lands in the wrong record and the application sits in limbo for weeks.
The misconception is that the NPN is optional for first-time applicants. It is not. Every licensed producer in any state has an NPN; if you don’t know yours, retrieve it from the NIPR NPN lookup before starting.
Section 3 – Residence and Business Address
Section 3 collects two addresses: residence (where you sleep) and business (where you transact insurance). Both are required even if they are the same.
Write the street number, street name, suite or apartment number, city, state, and ZIP. Use a physical address, not a P.O. Box, in the residence field. The business field accepts a P.O. Box only if a physical address is also provided in the “Physical Business Address” subfield.
Maria Lopez writes 1418 South Lamar Blvd, Suite 210, Austin, TX 78704 for both residence and business.
The edge case is producers who work from home. Write the home address in both fields; TDI does not care that they are identical, but blank fields trigger an automatic return.
The common mistake is using a P.O. Box in the residence line. 28 TAC §19.902 requires a physical residence address for service of process, and a P.O. Box gets the application kicked back within 48 hours.
The misconception is that the residence address is private. It is not; under the Texas Public Information Act, TDI license records are public, and your residence address may appear in the license lookup unless you qualify for a confidentiality exemption (peace officers, judges, abuse survivors).
Section 4 – Texas Producer License Information
Section 4 asks residents for their existing Texas General Lines P&C license number and original issue date. Non-residents skip this section and go to Section 5.
Enter the eight-digit license number and the issue date in MM/DD/YYYY format. Both fields must match the TDI license lookup record exactly.
James Carter enters 2145987 and 04/12/2018.
The edge case is producers whose P&C license has lapsed within the last 90 days but is still in the grace period. You may file FIN307, but include a copy of the renewal payment receipt; otherwise TDI will hold the surplus lines application until the underlying license is reinstated.
The common mistake is transposing two digits in the license number. The form will not auto-validate, and a mistyped number routes the application to a different producer’s file, sometimes triggering a fraud review.
The misconception is that a Personal Lines or Limited Lines license qualifies you for surplus lines. It does not; only a General Lines P&C license satisfies Texas Insurance Code §981.202.
Section 5 – Home-State License Information (Non-Residents Only)
Section 5 asks non-resident applicants for their home state, home-state license number, home-state issue date, and the home-state line of authority. Write each item in its labeled subfield.
The home state must match the residency declaration in Section 3, and the line of authority must be Property, Casualty, or both. Surplus lines authority in the home state is preferred but not always required if your home state does not issue a separate surplus lines license.
Carlos Mendez, a Phoenix producer, writes Arizona, license number 1097456, issue date 06/30/2019, and lines Property and Casualty.
The edge case is producers from states that do not issue surplus lines licenses (a small handful, including some older Florida classifications). Attach a letter from the home-state regulator confirming this, or TDI will issue a deficiency notice.
The common mistake is listing a corporate license number instead of the individual’s. The home-state license must be in the natural person’s name, not the agency’s, because surplus lines authority is granted to individuals first and entities second.
The misconception is that holding a non-resident license in any state qualifies you. It does not; the license must be in your home state, defined under the NRRA as the principal place of residence or, for entities, principal place of business.
Section 6 – Bond Information
Section 6 asks for the bond number, surety company name, surety NAIC number, and effective date of the $50,000 surplus lines bond required by Texas Insurance Code §981.214.
Copy the bond number directly from the bond document. The surety NAIC number sits in the upper-right corner of the surety’s letterhead or can be looked up via the NAIC Company Search. The effective date is the date the bond becomes operative.
Maria Lopez enters bond number SLB-554821, surety Liberty Mutual Insurance Company, NAIC 23043, effective 03/01/2026.
The edge case is bonds with future effective dates. TDI accepts a bond effective up to 30 days after the application date but will hold issuance of the license until the effective date arrives.
The common mistake is using a bond from a non-admitted surety. The bond must be from an insurer admitted to do business in Texas; a surplus lines surety bond is a contradiction TDI rejects on sight.
The misconception is that a $50,000 errors and omissions policy substitutes for the bond. It does not. The bond protects the State of Texas and policyholders against premium tax defalcation; an E&O policy protects the producer.
Section 7 – Background Disclosure Questions
Section 7 contains seven yes/no questions about prior administrative actions, criminal convictions, bankruptcies, civil judgments, child support arrears, federal tax liens, and pending investigations. Answer every question, even if the answer is No.
For each “Yes,” attach a written explanation, certified court documents, and any orders of disposition. The explanation must be on a separate page and must be signed and dated.
Janet Whitaker, who had a 2014 misdemeanor DWI, checks “Yes” on Question 3 and attaches the docket sheet, judgment, and a one-page narrative.
The edge case is expunged or sealed records. Texas law (and most state laws) still requires disclosure to TDI even if the record is sealed for civil purposes; failure to disclose is a separate ground for denial under Texas Insurance Code §4005.101.
The common mistake is checking “No” on the child support question without verifying status with the Texas Office of the Attorney General Child Support Division. Arrears that the producer didn’t realize existed will surface during the background check, and the discrepancy looks like fraud.
The misconception is that a “Yes” answer is automatically disqualifying. It is not; TDI evaluates each disclosure on the §4005.101 factors, and most non-violent older offenses are approved with a written explanation.
Section 8 – Designated Responsible Licensed Person (Entities Only)
Entities must list a Designated Responsible Licensed Person in Section 8. The DRLP is the licensed individual surplus lines agent who is responsible for the entity’s compliance.
Enter the DRLP’s full legal name, NPN, Texas surplus lines license number, and date of designation. The DRLP must already hold an active Texas surplus lines license before the entity’s FIN307 can be approved.
Lone Star Surplus LLC enters DRLP James Robert Carter III, NPN 18745632, Texas SL license 4521789, designation date 03/15/2026.
The edge case is start-up agencies whose principal is applying for individual and entity licenses simultaneously. File the individual FIN307 first, wait for issuance, then file the entity FIN307 with the new license number; the two cannot be processed in parallel.
The common mistake is listing the agency owner who has only a P&C license, not a surplus lines license. The DRLP must hold the same authority the entity is seeking.
The misconception is that the DRLP role is honorary. It is not; the DRLP carries personal liability under 28 TAC §19.802 for the entity’s surplus lines compliance, and a DRLP whose entity commits violations may face personal license action.
Section 9 – Signature and Attestation
The bottom of FIN307 contains an attestation that all information is true under penalty of perjury, plus a signature line, printed name, title (for entities), and date.
Sign in blue or black ink for paper submissions; for electronic NIPR submissions, the e-signature checkbox functions as the signature. The date must be no more than 30 days before the date TDI receives the form.
Maria Lopez signs her name, prints Maria Lopez, and dates 03/05/2026.
The edge case is power-of-attorney signatures. TDI does not accept POA signatures on FIN307; the natural person applying or the DRLP must sign personally.
The common mistake is forgetting to date the signature. An undated form is treated as unsigned, and TDI returns it without processing.
The misconception is that the attestation is boilerplate. It is not; signing a false FIN307 is a third-degree felony under Texas Penal Code §37.10 (tampering with a governmental record).
Three Filled-Out Examples Using Real Scenarios
Scenario 1: Maria Lopez, Resident Individual Producer
Maria has held a Texas General Lines P&C license since 2018 and now wants surplus lines authority to write a hard-to-place builder’s risk policy.
| Form Section | What Maria Enters |
|---|---|
| Applicant Type | Resident Individual |
| Legal Name | Maria Elena Lopez |
| NPN | 17845221 |
| Residence Address | 1418 S Lamar Blvd, Austin, TX 78704 |
| Texas P&C License | 2098765, issued 05/22/2018 |
| Bond Information | SLB-554821, Liberty Mutual, NAIC 23043, eff 03/01/2026 |
| Background Disclosures | All “No” |
| Signature & Date | Maria Lopez, 03/05/2026 |
Scenario 2: Carlos Mendez, Non-Resident Individual Producer
Carlos lives in Phoenix and wants Texas surplus lines authority to handle commercial earthquake placements for clients with Texas operations.
| Form Section | What Carlos Enters |
|---|---|
| Applicant Type | Non-Resident Individual |
| Legal Name | Carlos Antonio Mendez |
| NPN | 19887654 |
| Residence Address | 4477 E Camelback Rd, Phoenix, AZ 85018 |
| Home State License | Arizona, 1097456, issued 06/30/2019, P&C |
| Bond Information | NRB-998112, Travelers Casualty, NAIC 19046, eff 04/01/2026 |
| Background Disclosures | All “No” |
| Signature & Date | Carlos Mendez, 03/22/2026 |
Scenario 3: Lone Star Surplus LLC, Resident Business Entity
Lone Star Surplus LLC, owned by James Carter, is forming a brokerage to specialize in surplus lines placements across Texas.
| Form Section | What Lone Star Enters |
|---|---|
| Applicant Type | Resident Business Entity |
| Legal Name | Lone Star Surplus LLC |
| FEIN / NPN | 87-3344112 / 20445667 |
| Business Address | 600 Congress Ave, Suite 1400, Austin, TX 78701 |
| Texas Entity P&C License | 9123456, issued 02/01/2026 |
| DRLP | James Robert Carter III, NPN 18745632, SL Lic 4521789 |
| Bond Information | ENTSLB-22115, Hartford Fire, NAIC 19682, eff 03/15/2026 |
| Signature & Date | James Carter, Member, 03/15/2026 |
How to File the Completed Form
Texas accepts FIN307 through three official channels, and the choice affects processing time and proof-of-filing.
Online via NIPR. Submit through the NIPR Texas application portal. The fee is $50 to TDI plus a $5.95 NIPR transaction fee, paid by Visa, MasterCard, Discover, or ACH. Processing time is typically 5–10 business days. Proof-of-filing is the NIPR transaction confirmation email; save the PDF and the confirmation number.
Online via Sircon. Submit through the Sircon Texas portal. Fee is $50 plus $6.18, paid by credit card or ACH. Processing time matches NIPR at 5–10 business days. Sircon provides a downloadable confirmation receipt; print and store it.
Paper by mail. Mail the completed FIN307, the original bond, attachments, fingerprint receipt, and a $50 check or money order payable to the Texas Department of Insurance to: TDI Agent Licensing, MC-107-1A, P.O. Box 12030, Austin, TX 78711-2030. Processing time is 4–6 weeks. Send via USPS Certified Mail with Return Receipt; the green card is your proof-of-filing.
In person. TDI accepts walk-in submissions at 1601 Congress Ave, Austin, TX 78701, Monday–Friday 8:00 a.m.–5:00 p.m. Bring a check or money order; cash is not accepted. Ask the receiving clerk to date-stamp a copy as your proof-of-filing.
Fax submissions are not accepted for FIN307. Producers occasionally try to fax the bond separately; TDI will reject it and require a fresh original.
What Happens After You File
TDI’s licensing engine performs an intake review within 3 business days of receipt, checking that every required field is populated and every attachment is present. If anything is missing, TDI sends a deficiency letter via email (electronic filings) or USPS (paper filings) listing the defects and giving the applicant 30 days to cure.
Once intake passes, the application moves to the FBI fingerprint review, which takes 5–15 business days depending on FBI backlog. The fingerprint check returns a “no record” or a rap sheet; if a rap sheet appears, the application is routed to a TDI staff attorney for a §4005.101 analysis.
Approved applications generate a license number sent by email and posted to the TDI license lookup within 24 hours. The license is effective from the issue date, not the application date, so you cannot bind surplus lines business retroactively.
Denied applications come with a written notice of the grounds and the right to a hearing at the State Office of Administrative Hearings (SOAH). Filing for SOAH review must occur within 30 days of the denial notice.
Mistakes to Avoid When Filling Out the Form
- Using a P.O. Box in the residence field. Consequence: automatic intake rejection and a 48-hour delay.
- Submitting a photocopy of the bond instead of the original. Consequence: TDI returns the file and requires a fresh original from the surety.
- Mismatched legal name between FIN307 and the SSA record. Consequence: the FBI fingerprint result is filed under a different name and the application stalls indefinitely.
- Checking “No” on the child support question when arrears exist. Consequence: license denial under Texas Family Code §232.0135.
- Listing a Personal Lines license in Section 4. Consequence: denial because Personal Lines does not satisfy the §981.202 prerequisite.
- Forgetting to sign the attestation. Consequence: form treated as unfiled, fee may be forfeited.
- Submitting the entity FIN307 before the DRLP holds an active surplus lines license. Consequence: 90-day hold or outright denial.
- Using a non-admitted surety on the bond. Consequence: bond rejected, application held until a compliant bond arrives.
- Stale fingerprints (older than 12 months from IdentoGO). Consequence: TDI requires re-fingerprinting at the producer’s expense.
- Downloading FIN307 from a third-party blog. Consequence: outdated form fields rejected on intake; fee not refunded.
Do’s and Don’ts
Do download FIN307 fresh from the TDI forms page on the day you fill it out, because TDI revises the form without public notice.
Do fill the PDF in desktop Adobe Acrobat, because browser PDF viewers strip form fields when saving.
Do match your legal name to your SSA card exactly, because the FBI fingerprint result is keyed to your SSA name.
Do purchase the $50,000 bond before starting FIN307, because the bond number is required to complete Section 6.
Do scan and save every page of your submission, because TDI may request a duplicate later.
Do use NIPR or Sircon if you can, because electronic submissions process 4x faster than paper.
Don’t sign the attestation more than 30 days before the submission date, because TDI treats stale signatures as invalid.
Don’t answer “No” on background questions without checking your record, because undisclosed items surface during the FBI check and look like fraud.
Don’t rely on a power of attorney to sign FIN307, because TDI requires the applicant or DRLP to sign personally.
Don’t mail cash or personal checks under $50, because TDI returns underpayments without processing.
Don’t assume your home-state surplus lines authority transfers automatically, because Texas requires its own license under §981.202.
Don’t forget to update your residence address with NIPR after a move, because a stale address triggers a home-state mismatch.
Pros and Cons of Filing on Your Own vs. With a Compliance Service
Pros of filing pro se:
- Saves the $150–$500 compliance service fee, because you are doing the data entry yourself.
- Builds direct familiarity with TDI’s licensing portal, which helps with future renewals.
- Faster turnaround on simple resident individual applications, because there is no third-party queue.
- Direct communication with TDI Licensing if a deficiency letter arrives.
- Full control over the disclosure narrative in Section 7, where wording matters.
Cons of filing pro se:
- Higher risk of intake rejection on first submission, because compliance services catch common errors.
- No backup if a deficiency letter arrives during your vacation, because there is no service tracking the deadline.
- Manual fingerprint scheduling at IdentoGO, which compliance services often bundle.
- No expertise on §4005.101 analysis if a prior conviction triggers attorney review.
- Time cost; expect 4–8 hours for a first-time filer compared to 1 hour with a service.
FIN307 vs. FIN506 (Surplus Lines Tax Report)
| Feature | FIN307 | FIN506 |
|---|---|---|
| Purpose | License application | Premium tax filing |
| Filing frequency | Once per license cycle | Annual or semiannual |
| Statute | §981.202 | §981.203 |
| Fee | $50 | 4.85% premium tax |
| Filed with | TDI Licensing | TDI Surplus Lines Stamping Office |
FAQs
Do I need FIN307 if I only place one surplus lines policy per year?
Yes. Texas Insurance Code §981.202 requires a license for any non-admitted placement on a Texas risk, regardless of frequency or premium volume.
Can I write surplus lines if my home state doesn’t have a surplus lines license?
Yes. Texas accepts a home-state P&C license plus a letter from your home-state regulator confirming no separate surplus lines authority is issued there.
Is the $50 application fee refundable if my application is denied?
No. TDI’s $50 fee is a processing fee, non-refundable under 28 TAC §19.802, regardless of the outcome.
Do I write my full middle name or just the middle initial in Section 2?
Yes. Write your full middle name as it appears on your Social Security card; an initial alone causes a name mismatch with the FBI fingerprint return.
Should I list a P.O. Box or street address in the residence field?
No. A P.O. Box is not accepted in the residence field; only a physical street address satisfies 28 TAC §19.902.
Do I need to disclose a sealed or expunged conviction in Section 7?
Yes. TDI requires disclosure of sealed and expunged records on insurance license applications under Texas Insurance Code §4005.101.
Can my E&O policy substitute for the $50,000 bond in Section 6?
No. The bond protects the State of Texas; an E&O policy protects the producer. They are not interchangeable under §981.214.
Is fingerprinting required for non-resident applicants?
No. Non-residents whose home state already collected fingerprints are exempt; Texas accepts the home-state fingerprint result via the NIPR PDB.
Do I list my agency name or my personal name in Section 2 if I own the agency?
Yes. Use your personal legal name on individual FIN307; the agency files a separate entity FIN307 with the agency name.
Can I bind a surplus lines policy while my FIN307 is pending?
No. The license is effective only from the date TDI issues it; binding before issuance violates §981.203 and exposes you to a $25,000 fine.
Do I need to file a new FIN307 every year?
No. FIN307 is a one-time application; renewals run through the TDI biennial renewal process, not a new FIN307.
Should I check “Resident” if I just moved to Texas last month?
No. File a residency change with your prior state through NIPR address change first, wait for confirmation, then check “Resident” on FIN307.
Can a power of attorney sign FIN307 on my behalf?
No. TDI requires the natural person applicant or the entity’s DRLP to sign personally; POA signatures are rejected under Texas Penal Code §37.10.
Related reading
- How to Fill Out California CDI Surplus Lines Broker License Application + FAQs
- How to Fill Out Texas TDI Form FIN148 Captive Insurance Application + FAQs
- How to Fill Out Texas TDI Form FIN310 Public Insurance Adjuster (w/Examples) + FAQs
- How to Fill Out Texas TDI Form FIN317 Surplus Lines Tax Filing + FAQs
- How to Fill Out Texas TDI Producer License Application (w/Examples) + FAQs
- How to Fill Out Michigan DIFS Surplus Lines Agent License (w/Examples) + FAQs
- How to Fill Out the Washington OIC Surplus Line Broker License + FAQs