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INSURERS: CORPORATE APPLICATIONS & INFORMATION

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Formation of an Insurance Company


 Formation of a Title Insurer
Underwritten Title Companies

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Consolidation or Reinsurance

Certified Reinsurer Application
Merger

California Amended Certificate of Authority

Applications and Forms


Risk Retention Groups
Purchasing Groups

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Charitable Gift Annuities

Application and Amended Application to Issue Charitable Gift Annuities may now be accepted electronically and are supported by CDI's online system:

  1. Original License Application under Insurance Code Section 11520-11524: Any nonprofit corporation that has been in business for at least 10 years can apply for a license (Certificate of Authority) in California to issue charitable gift annuities to individuals in exchange for the transfers of property to the charity. The qualifications for licensure are listed in Insurance Code Section 11520.6.
  2. Amended License Application under Insurance Code Section 11520.5: After receiving a license to issue Charitable Gift Annuities in California, the licensee may apply to amend its license if it has undergone a name change.

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Withdrawal Application
Motor Club Application U.S. Trusts

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