Forms

Action Form Name
Change Name
Correct SSN or FEIN
Trade Name Notification
Clearance Letter (moving out of Virginia)
Form 5001
Individual License Cancellation Request Form Individual Cancellation
Agency License Cancellation Request Form Agency Cancellation
Request for List of Resident Agents for Continuing Education Mailings Guidelines and Form
 
Lines of Authority - Full Lines Form Name
Life & Annuities
Variable Contract
Health
Personal Lines
Property & Casualty
Title
Title Instructor Certification and
Affidavit of Course Completion
Form 3001 (initial)






Certification and Affidavit
 
Lines of Authority - Limited Lines Form Name
Limited Lines Credit
Limited Lines Life & Health
Limited Lines Property & Casualty
Motor Vehicle Rental Contract
Form 3001 (initial)



 
Lines of Authority - Temporary Form Name
Temporary Life & Health
Temporary Life & Health (Debit Only)
Temporary Property & Casualty
Form 3001 (initial)


 
Lines of Authority - Non-Standard Form Name
Consultant (Life & Health)
Consultant (Property & Casualty)
Public Adjuster
Viatical Settlement Broker
Form 3001 (initial)
Form 3001REN (renewal)

 
Surplus Lines Broker Form 3001 (initial)
Form 3001REN (renewal)
SLB-2
SLB-9
 
Lines of Authority - Business Entity (Agency) Form Name
Life & Annuities
Variable Contracts
Health
Property & Casualty
Title
Limited Property & Casualty – Portable Electronic Insurance
Limited Property & Casualty – Travel Insurance
Limited Property & Casualty – Self Storage Insurance
 
Form 4052 (initial)




 
Lines of Authority - Non-Standard Business Entity (Agency) Form Name
Consultant (Life & Health)
Consultant (Property & Casualty)
Public Adjuster
Viatical Settlement Broker
Form 4052 (initial)
Form 4052REN (renewal)
 
Surplus Lines Broker Form 4052 (initial)
Form 4052REN (renewal)
SLB-2
 
License Type - Reinsurance Intermediary Form Name
Initial Application RI-app
Renewal Application RI-renew
 
Appointment Form Name
Appointment Form Form 4151
Appointment Cancellation Form Form 4921
 
Non-Licensed 1033 Consent Waiver Form Form Name
Non-Licensed 1033 Consent Waiver Form Form 1033
 
RESA Forms Form Name
Title Settlement Agent and Agency Financial Responsibility Certification Form TSA Form
Title Settlement Agent Surety Bond TSA Surety Bond
Waiver of Blanket Fidelity Bond or Employee Dishonesty Insurance Policy for Title Insurance Settlement Agents TSA Waiver
Settlement Agent Official Registration Form - Individual RESA Individual
Settlement Agent Registration Form - Corporation or Other Legal Entity RESA Corp

 
Annuity Suitability Form Name
Insurance Agent (Producer) Disclosure for Annuities Form CN01
Consumer Refusal to Provide Information Form CN02
Consumer Decision to Purchase an Annuity NOT Based on a Recommendation Form CN03
Unlicensed Ocean Marine Disclosure Form Form Name
Unlicensed Ocean Marine Disclosure Form Unlicensed Ocean Marine Disclosure Form

 
Annual Certification of Anti-Fraud Initiatives Form Form Name
Annual Certification of Anti-Fraud Initiatives Form Annual Certification of Anti-Fraud Initiatives Form