Individual Tax Identification Numbers: Effective May 31, 2018 the California Department of Insurance (CA DOI) has announced that applicants can complete their prelicensing education and register to take their licensing examinations using the Individual Tax Identification Number (ITIN) given to them by the Internal Revenue Service (IRS). The ITIN may be used in place of a social security number.
The CA DOI has also stated that ITIN license applications can be accepted prior to July 1, but the CA DOI will not be able to approve ITIN license applications until on or after July 1st.
For questions or concerns, including any questions or concerns regarding the Social Security Number portion of the notice, please contact the CA DOI's Producer Licensing Bureau or call the CA DOI licensing hotline at (800) 967-9331.

1. Complete required prelicensing education: Applicants must complete 20 hours of PLE for each major line of authority (LOA) being sought, plus 12 hours of Ethics and California Insurance Code education.



2. Register for Exam: The California Department of Insurance (CDI) requires that candidates must first pass the licensing exam before submitting their license application. When applying through CDI's online license application service, individuals will be required to enter an identification number that will be provided upon passing the examination. PSI has decided to close test centers nationwide. However, remote testing is still available for those who have compatible computer hardware and software.
   Check test center availability by visiting psiexams.com


3. Apply for your License: Effective Monday, August 19, 2019, you will be required to submit your individual license applications electronically through Sircon Online Services or through the National Insurance Producer Registry. Specifically, California Insurance Code Section 1655, states, in part, that no application for a license shall be deemed filed unless the document has been submitted by a means of electronic service approved by the commissioner.
   However, for good cause shown, an individual may request an exemption to the electronic filing requirements. Requests may be made by email to the Producer Licensing Processing Section at [email protected] These requests must be made prior to the filing of an individual license application.
   New licenses numbering: Licenses issued through Sircon’s online enhanced services will issue an eight-digit numeric license starting with the number 4 for individuals (example, 40000001). License numbers for existing California licensees will remain unchanged (example, 0A12345) and additional licenses added to an existing license will retain the same number.
   Paper Individual License Application: At this time, you may submit a paper individual license application using the following Individual Application for Insurance License, Form 441-9.
   Additional information in regards to the License application process can be viewed by visiting CA Producer Online Services.


4. Fingerprinting Process: If you have not been fingerprinted, get your fingerprints taken at the live scan vendor located at the examination site. All applicants are required to submit fingerprint impressions prior to taking the examination. Applicants can have fingerprint impressions made at the designated exam site prior to taking the license exam. However, it is recommended that they have the fingerprint impressions taken before the day of the license exam. Obtaining the fingerprint impressions beforehand will minimize the risk that the license issuance will be delayed while awaiting the results from both the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). CA DOI Website for complete instructions on how to obtain fingerprints, including fees.

• Prelicense education providers are required to record the actual time the applicant spends in the course and not allow access to the certificate of completion until the applicant's time equals the number of required hours for the LOA.
• Applicants must pass quizzes at the end of major lessons with a 70% or higher to proceed on to the next lesson.

Passing Score: While it is not required to pass the Practice exam at the end of the course, WEBCE, INC. (PRE) recommends that the applicant pass the PLE Practice exam with a 70% or higher for practice purposes.
b>Exam Requirements: Self-study exams are open-book and do not require a monitor.

Certificate of Completion: WEBCE, INC. (PRE) provides online, printable certificates of completion in California. An applicant must meet the course delivery requirements before a certificate of completion is issued. Certificates of completion are valid for 3 years from the date of completion.

State Reporting Requirements: WEBCE, INC. (PRE) reports PLE course completions electronically to the California Department of Insurance daily.
CDI will be moving to Sircon's enhanced services on August 19, 2019. Filling fee's of $6 will be charged per course completion starting August 19, 2019.

Licensed agents who move to California, and are in good standing with their former home state, are exempt from the license examination requirement when applying for a new resident agent or broker license. To qualify for the waiver, the agent or broker must currently hold an active non-resident license in California. However, agents and brokers currently licensed as non-residents who move to California must still complete the 12-hour Ethics and California Insurance Code PreLicense education course before the license can be issued. The agent must apply for the resident license within 90 days of canceling the license in their previous home state.

Non-resident license candidates may obtain a California agent license, without having to complete the Prelicense education requirement or take a license examination, as long as they currently hold an active resident license of a similar type and are in good standing in their home state.

Apply for an Insurance License Online - Go to the Sircon.com - Individual Insurance Application for both resident and nonresident applicants to apply for an insurance license online. This link takes the viewer to the procedures of how to file an application online. If you already know how to use the online application service, you may select the following link to go directly to the Sircon.com - Individual Insurance Application.
Fingerprinting Process: California Department of Insurance no longer requires fingerprints from applicants who were previously fingerprinted as a condition of obtaining an insurance producer license in their resident state. This exemption applies to individuals who currently hold a resident license in the following states: Alaska, Arizona, District of Columbia (effective August 9, 2010), Florida, Georgia, Hawaii (effective November 1, 2010), Idaho, Louisiana, Minnesota (effective July 1, 2010), Montana, New Jersey, Nevada, North Carolina (effective October 1, 2010), Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington and Wisconsin (effective July 6, 2010). Click here for complete instructions, including fees, on how to obtain fingerprints

State required training for insurance producers that sell annuity products.

Initial Training
Hours: 8
Frequency: One-time training must be complete prior to selling Annuity products.

Ongoing Training
Hours: 4
Frequency: Ongoing training must be completed every 2-year license term following the initial 8-hour training completion.

Additional Information

State required training for insurance producers that sell long-term care products.

Initial Training
Hours: 8
Frequency: One-time training must be complete prior to selling LTC products.

Ongoing Training
Hours: 8
Frequency: After completing the initial 8-hour training requirement, producers licensed 4 years or less must complete 8 hours of state-approved LTC training annually for the first 4 years of licensure. Producers licensed more than 4 years must complete 8 hours of state-approved LTC training in every 2-year license term.

Important Notice: In order to solicit/sell long-term care insurance in California, agents need to hold a current license as: Life Accident and Health Insurance Agent, and you must comply with the LTC 8-hour training requirements. If holding a Life-Only Agent license, agents may sell LTC only as an LTC rider on a full life policy, and must also complete the 8-hour training requirements.

Additional Information