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Texas Department of Insurance
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Life Settlement Broker/Expectancy Estimator Entity license application documents

Attach the following documents to your online Sircon application.

Documents that must be attached to the electronic application submission:

  • Certificate of Status from State of Domicile - (Non Residents)
    • A certificate of status is a document issued by the applicant’s state of domicile public records custodian for corporate records, generally the Secretary of State. The certificate documents that the company is duly organized and that all state taxes and fees have been paid. The certificate must show good standing, be sealed by the state, and be an original document dated within 30 days of application date.
  • Fingerprinting is only required for those individuals who have not previously been fingerprinted for TDI.
  • Additional Information
    • Location of Books and Records and
      • Provide the address of the applicant’s home office where all records are maintained
      • All branches operating in and out of Texas
      • The location of any single storage facility where books or records pertaining to the business of the captioned company applicant are, or will be stored
    • Anti-Fraud Plan

For more information, contact: License@tdi.texas.gov

Last updated: 8/25/2023