For more information regarding any of the topics below, go to the Company Licensing and Registration home page.
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|TDI Form Number||Description||File Format||Language|
Company Licensing Fee Transmittal Form
Company Licensing and Registration Fee Transmittal Form to be submitted with filings.
Statutory Deposit Transaction Form
Statutory Deposit Transaction Form is submitted when a securities is deposited or withdrawn.
Checklist for Placing an Initial Statutory Deposit
Checklist for an insurance company to initially place security funds on deposit.
Checklist for a Name Change or Merger of Securities on Deposit
Checklist outlining documents required for an insurance company to change the name for which securities are held.
Checklist for Substituting Securities on Deposit
Checklist outlining documents required for an insurance company to substitute securities held on deposit.
Checklist for Withdrawal of Statutory Deposit
Instructions outlining documents required for an insurance company to withdraw securities on deposit, due to a reduction, dissolution, merger, or cancellation of company's Certificate of Authority.
Joint Control Agreement for Lloyds
Form to be executed by Lloyds plan when placing required net assets as required by statute
Declaration of Trust
Form to be executed for securities held on deposit.
Checklist for Custodian Change for Securities on Deposit
Checklist for Renewing a Certificate of Deposit
For more information, contact: CompanyLicense@tdi.texas.gov