This page provides state-specific checklists, application forms and contacts for paper resident and non-resident licensing in the State of Montana.
Non-Resident Licensing Checklist for Business Entities
Organizational Documents
- Submit proof of approval from the Montana Secretary of State
Other Requirements
- Attach a check * or money order for $100
* Checks payable to Montana Insurance Department
- In reference to question 23 on the business application, Montana does not require that the producer be an officer, director, etc., nor do they require that the an officer, etc. be on the license. Any individual transacting business on behalf of a business entity must appear as a producer on the business entity license.
- Sign application
Non-Resident Licensing Checklist for Individuals
Other Requirements
- Attach a check * or money order for $100
* Checks payable to Montana Insurance Department
- Sign application
Resident Licensing Checklist for Business Entities
Organizational Documents
- Submit proof of approval from the Montana Secretary of State
Other Requirements
- In reference to question 23 on the business application, Montana does not require that the producer be an officer, director, etc., nor do they require that the an officer, etc. be on the license. Any individual transacting business on behalf of a business entity must appear as a producer on the business entity license.
- Sign application
Appointment Requirements After Licensing
- Appointment must be received within 30 working days of effective date of contractual agreement with company.
Resident Licensing Checklist for Individuals
Other Requirements
- Sign application
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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. |
Uniform Application for Business Entities
Uniform Application for Individuals
Montana accepts the Uniform Licensing Application for nonresident business entities and individuals.
Montana accepts the Uniform Licensing Application for resident business entities and individuals.
Mail Applications to:
Montana State Auditor
840 Helena Avenue,
Helena, Montana 59601
Non-Resident Contacts
Business and Individual
Licensing
406-444-2040
Resident Contacts
Business and Individual
Licensing
406-444-2040