| This page provides state-specific checklists, application forms and contacts for paper resident and non-resident licensing in the State of Oklahoma. |
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| Organizational Documents |
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Copy of fictitious name report from Oklahoma Secretary of State (if a trade name will also be used by the agency.) |
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| Appointment Requirements |
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Company Appointment must be submitted within fifteen (15) days from the date the agency contract is executed or the first insurance application is submitted. |
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The appointment fee is $40 per appointment (biennially). |
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Other Requirements |
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Attach cashiers check, business check, personal check or money order with new applications in the amount of a $20.00 for a Designation of Insurance Commissioner as Agent for Service of Process fee and a $20 application review fee.. The application fee is $60.00, unless, retaliatory home state fee is greater. Include an additional $60.00 fee for variable annuity. Make check payable to the Oklahoma Insurance Department. |
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"DBA" names will not be licensed. Name cannot be misleading per 36 O.S. § 620(B)* |
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The business entity must designate a licensed producer responsible for the business entity's compliance with the insurance laws, rules and regulations of Oklahoma . 36 O.S. §1435.7(B)(2) |
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If applying for non-resident license for the first time, complete the Designation of Insurance Commissioner as Agent for Service of Process and submit the $20.00 fee and a $20.00 fee for the Application Review. |
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| Appointment Requirements |
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Company Appointment is not required with original application. However, an appointment is required to represent an insurance company and to receive commissions. The appointment must be submitted within fifteen (15) days from the date the agency contract is executed or the first insurance application is submitted. |
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The appointment fee is $40.00. |
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| Other Requirements |
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Attach cashiers check, business check, personal check or money order for the appropriate fee of $20 SERVICE OF PROCESS fee and a $20.00 Application Review Fee. The resident fee is $60.00 and we are retaliatory. If the home state fee is greater, that fee will prevail. Make check payable to the Oklahoma Insurance Department. |
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Letter of Certification - Not required if information is available on the Producer Data Base (PDB). This may be verified with the home state insurance department. |
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Sign application |
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| Organizational Documents |
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Mail an original Secretary of State certified copy of the agency Articles of Incorporation (S-Corp or C-Corp) or Articles of Organization (LLC, LLP, LC or LP) to the Oklahoma Insurance Department with new agency applications for agency name changes. |
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Copy of trade name report from county clerk (if applying under a trade name) |
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| Appointment Requirements |
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Company Appointment is not required with original application. However, an appointment is required to represent an insurance company and to receive commissions. The appointment must be submitted within fifteen (15) days from the date the agency contract is executed or the first insurance application is submitted. |
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The appointment fee is $40.00 |
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| Financial Responsibilities (brokers only) |
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Proof of Bond (Insurance Broker - $5,000 and Surplus Lines - a minimum of $5,000) |
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Proof of E & O (Insurance Broker - not less than $100,000) |
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| Other Requirements |
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Attach cashiers check, business check, personal check or money order for the appropriate fee. Make check payable to the Oklahoma Insurance Department |
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License Fee is $60.00. Include an additional $60.00 for variable annuity |
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Oklahoma does not require that the designated/responsible producer be an officer, director or partner of the business entity. |
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$20.00 fee for Review of Articles of Incorporation |
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Sign application |
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| Appointment Requirements |
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Company Appointment is not required with original application. However, an appointment is required to represent an insurance company and to receive commissions. The appointment must be submitted within fifteen (15) days from the date the agency contract is executed or the first insurance application is submitted. |
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| Other Requirements |
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Attach cashiers check, business check, personal check or money order for the appropriate fee of $20 for Designation of Insurance Commissioner for Service of Process and a $20.00 Application Review Fee. A $40 company appointment fee (biennially) is due if appointing at time of licensure. Make check payable to the Oklahoma Insurance Department. |
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The license fee is $60.00. Include an additional $60.00 for variable annuity |
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Sign application |
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DISCLAIMER
The National Insurance Producer Registry ("NIPR") populates the State Matrix of Business Rules ("State Matrix") with information provided directly from participating state insurance departments. Participating states are encouraged to provide updated information when appropriate. NIPR does not guarantee the completeness, accuracy or adequacy of the information in the State Matrix. The information in the State Matrix does not constitute legal advice and use of this information is at user's own risk and responsibility. Any questions regarding the interpretation of the rules or the accuracy of the information should be directed to the appropriate state insurance department.
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Uniform Application for Business Entities
[PDF] [Word] |
Uniform Application for Individuals
[PDF] [Word] |
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