Uniform Application for Business Entities
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Uniform Application for Individuals
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Uniform Renewal/Continuation Applications for Business Entities
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Uniform Renewal/Continuation Applications for Individuals
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Massachusetts accepts the Uniform Licensing Application for nonresident business entities and individuals.
Massachusetts accepts the Uniform Licensing Application for resident business entities and individuals.
Massachusetts accepts the Uniform Licensing Application for renewals with both business entities and individuals.
Mail Applications to:
Division of Insurance
Attn: Producer Licensing
1000 Washington Street, Suite 810
Boston, MA 02118
Non-Resident Contacts
Business and Individual
Producer Licensing Department
617-521-7794, option #2
Resident Contacts
Business and Individual
Producer Licensing Department
617-521-7794, option #2
This page provides state-specific checklists, application forms and contacts for paper resident and non-resident licensing in the State of Massachusetts.
The proper filing sequence is as follows:
STEP 1: NAME APPROVAL -Pursuant to M.G.L. c. 155, § 9, the name of any business entity formed for the purpose of acting as an insurance producer is subject to the prior written approval of the Commissioner of Insurance.
The following required documentation is to be submitted to:
MA Division of Insurance
Attn: Producer Licensing
1000 Washington Street Suite #810
Boston, MA 02118-6200
Non-Resident Corporations – Submit an unexecuted Foreign Corporation Certificate of Registration which you may download from the Secretary of the State's Corporate Division at http://www.sec.state.ma.us/cor/corpweb/corfor/forinf.htm. The Division of Insurance ('Division') will note the name approval by signing off on the unexecuted documentation and return all documents to you, for your filing with the Secretary of State's Office, Commonwealth of Massachusetts.
Non-Resident Limited Liability Companies – Submit an unexecuted Foreign LLC document and follow the guidelines provided by the Secretary of the Commonwealth at http://www.sec.state.ma.us/cor/corpweb/corfllc/fllcinf.htm. The Division will note the name approval by signing off on the unexecuted documentation and return all documents to you, for your filing with the Secretary of State's Office, Commonwealth of Massachusetts.
DBA Names- If a DBA is to be used or added on, an entity must first seek DBA name approval, from the Division; you will need to download the DBA attachment form from the Secretary of States' Corporate Division website at http://www.sec.state.ma.us/cor/corpweb/corfor/forinf.htm and submit them to the Division of Insurance for DBA name approval. Once DBA name has been approved, you will then submit a Business Certificate from the town or city in which the business entity will be operating its business in Massachusetts.
Non-Resident Partnerships - Together with said statements or applications, there shall be filed a duplicate original of the written partnership agreement signed by all the partners. Partnerships (Excluding LLP's)
STEP 2 : FILING WITH THE MA SECRETARY OF STATE'S OFFICE – Please see the instructions on the Corporate Division's website at http://www.sec.state.ma.us/cor/Functionality/walkinmail.htm
Please send Step 1 documents only, for name approval sign-off to:
MA Division of Insurance
Producer Licensing – Duncan Kayondo
1000 Washington Street, Suite #810
Boston, MA 02118-6300
Please send Step 3 documents to:
Division of Insurance
Attn: Producer Licensing
1000 Washington Street, Suite 810
Boston, MA 02118
Please send all non-online documents to:
Division of Insurance
Attn: Producer Licensing
1000 Washington Street, Suite 810
Boston, MA 02118
The proper filing sequence is as follows:
STEP 1: NAME APPROVAL -Pursuant to M.G.L. c. 155, § 9, the name of any business entity formed for the purpose of acting as an insurance producer is subject to the prior written approval of the Commissioner of Insurance.
The following documentation should first be submitted to:
MA Division of Insurance
Attn: Producer Licensing – Duncan Kayondo
1000 Washington Street Ste #810
Boston, MA 02118-6200
Resident Corporations – The unexecuted Articles of Organization for name approval which may be downloaded from the Corporate Division's website at; http://www.sec.state.ma.us/cor/corpweb/cordom/dominf.htm under the category, "Forms". . The Division will approve then send back to you so that you may file with the Secretary of State's Office. If the corporation is already incorporated and approved with the Secretary of State's office proceed to step #3;
Resident Limited Liability Companies – A unexecuted Certificate of Organization following the statutory guidelines provided by the Secretary of the Commonwealth at the following Corporate Division's website athttp://www.sec.state.ma.us/cor/corpweb/corllc/llcinf.htm , for name approval. The Division of Insurance ("Division") will note the name approval by signing off on the unexecuted documentation and return all documents to you, for filing with the Secretary of the Commonwealth. Please note, all corporations, LLC's and LLP's are required to file with the Secretary of the Commonwealth of Massachusetts.
DBA Names - If a DBA is to be used at a later date, an entity must seek DBA name approval first from the Division, and then once approved, submit a Business Certificate from the town or city in which the business entity will be operating business in Massachusetts.
Partnership Agreement, if not an LLP, is to be submitted, only if you are a Partnership as defined in M.G. L. Chapter 175 § 173.
STEP 2: FILE WITH THE MA SECRETARY OF STATE'S OFFICE – Please see the instructions on Corporate Division's website at http://www.sec.state.ma.us/cor/functionality/walkinmail.htm . Once you have completed this process, please request a Certified Articles of Organization or Certificate of Organization if an LLC, along with a Certificate of Existence, as these documents will be required in your final filing process.
Please send these documents to:
Division of Insurance
Attn: Producer Licensing
1000 Washington Street, Suite 810
Boston, MA 02118
Fees are as follows :
Division of Insurance
Attn: Producer Licensing
1000 Washington Street, Suite 810
Boston, MA 02118
Fee Exemptions:
Certain applicants are exempt from paying licensing and lead paint surcharge fees:
Attachments (if applicable):
Term of License
The Producer License is for a term of three (3) years. Upon receipt of your initial license, however, a licensee may notice that the actual term of his/her initial Producer License is for less than a 3-year term. This is because the Producer License will be renewed on the licensee's date of birth and licenses are not issued for a period beyond three years. At the Producer's next renewal, he/she will receive a Producer License for a full three-year term. There are not any rebates.
All documentation is to be submitted to:
Division of Insurance
Attn: Producer Licensing
1000 Washington Street, Suite 810
Boston, MA 02118
Producers who are ready to renew their licenses are now able to do so online, using the Division's online system, OLLIE, at www.ollieisabreeze.doi.state.ma.us. Renewing Producer licensees using the online OLLIE system are to process their online renewal applications on or before the expiration date of their current licenses. If the online Renewal/Continuation application is not filed on time, the renewing license and all affiliated appointments will be canceled due to non-renewal; there is penalty fee imposed after the renewal date has passed. Renewing business entity producers are now also able to renew online via NIPR's gateway at http://www.nipr.com.
All Producers who are renewing via paper applications must submit their NAIC Renewal/Continuation applications for processing, prior to the expiration/renewal date. If the Renewal/Continuation application is not filed on time, the renewing license and all affiliated appointments will be canceled. These applications are to be sent to:
Division of Insurance
Attn: Producer Licensing
1000 Washington Street, Suite 810
Boston, MA 02118
Late fees for All Individual Producers:
Pursuant to M.G.L. Chapter 175, section 162M (8) (c), if a licensee does not renew his/her license on or before his/her renewal date, he/she must reinstate his/her license, which will include the penalty fee of the double the amount. He/she has up to 12 months to reinstate his/her license. After the 12 months have passed, a MA resident cannot be reinstated and must retake any licensing exams required. Non- residents do not need to retake their exams, as long as they maintain their resident state license, but they must apply for a new license.
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.