Application for Insurance Agent's License

IC license application form for insurance agent

Your Browser Doesn't Support Canvas. Showing the Text Content of the PDF Instead: Department of Finance

(Under Chapter IV, Title I of the Insurance Code)

To the Insurance Commissioner:
The undersigned hereby applies for a license under the provisions of Chapter IV, Title I of the
(Insurance Company)
Insurance Code, to act as insurance/general agent of _______________________________________
______________________________________________________ in respect of the kind of insurance
indicated herein:





Others (please specify) ________________________
and for that purpose submits the following statements and information required herein.
(Agency Name if any)

Name of applicant:_______________________________________________________________
(First Name)
(Middle Name)


Agent Type:


Home Address: ________________________________________________________________
Business address: _______________________________________________________________

Ordinary Agent (___)

T I N: __________________________

General Agent (___)

E-mail Address: ______________________________
Mobile Number: ______________________________


Birth a) Date: _________________________ b) Place: _________________________________


Citizenship: _______________ Sex:___________


If married, a) Maiden Name: ____________________________________________________
b) Husband’s Name: ___________________________________________


If naturalized citizen of the Philippines, give date and place of naturalization and attach photocopy
of certificate of naturalization. _______________________.

Civil Status:


----------------------------------------------------------------------------------------------------------------------------------------FOR IC USE ONLY
Verified by: _______________ Date: ________ Processed by: _______________ Date: ________
Approved by: ___________________ Date: ___________
License Fee: ____________OR No. _______________ Date: _________ CA No. ______________

Application for Insurance Agent’s License
Insurance Commission


If applicant is a foreigner, give serial number, date and place of issue of alien certificate of
registration (ACR) and the immigrant certificate of residence (ICR) for the current year and attach
photocopy of each thereof ________________________________.


If applicant is a partnership, association or corporation:
a) Attach a certified true copy of the certificate of registration, articles of partnership,
association or incorporation and by-laws:
b) State percentage of Filipino participation in the partnership, association or corporation:

10. Any license previously granted to act as insurance/general agent in this country? State name of
insurance company represented. ___________________________________
11. Have your filed your income tax return for the preceding year? _____ If not give reason.
12. In the blanks below, state your last (2) employers.
Name of Employer


Inclusive Dates

13. Are you an official or an employee of an insurance company or broker? If yes, give the position
held. ______________.

14. Are you a government employee? _____ If yes, attach the necessary clearance/permission from
the Head of the Department or Agency in accordance with Section 18, of Memorandum Circular
No. 15, series of 1999 of the Civil Service Commission.

Executed this ______ day of ______________________20 _____, at __________________________
______________________, Philippines.




Application for Insurance Agent’s License
Insurance Commission

Republic of the Philippines)
Province/City of _________) S.S.
I, ___________________, being duly sworn, depose and say that I am the person named in and who
signed the foregoing application that I know the contents thereof and the statements made and
answers to question therein are true.






SUBSCRIBED AND SWORN TO before me this _______ day of _______________ 20 _____,
Affiant/s exhibited to me his/her _______________________________________ issued on
__________ _________________20 _____, at ___________________________________________.

Notary Public
Doc. No.
Page No.
Book No.
Series of 20


(Insurance Company)
APPROVED AND COUNTERSIGNED for _________________________________________
for the solicitation or procurement of application for life/variable/non-life insurance

Authorized Representative of the Company


This form may be revised without prior notice.


Application for Insurance Agent’s License
Insurance Commission

That we know the applicant __________________________, that a thorough investigation has
been made into his/her character, conduct and fitness; he/she is of good moral character and worthy of
a Certificate of Authority, and that he/she has had experience in each of the kinds of insurance he/she
proposes to write or solicit under the Certificate of Authority applied for.
That we have communicated with the former and present employees of the applicant and the
replies have been satisfactory.
That to the best of our knowledge, information and belief, all statements and answer contained
in the application have been in the handwriting of the applicant with respect to the questions applicable
to him/her.
If and when the agency is terminated, written notice thereof will be given forthwith to the
Insurance Commission together with the reason therefore.
In consideration of the Certificate of Authority to be issued to the above-mentioned applicant,
under the provision of Section 299 of the Insurance Code, we hereby waive, on behalf of –

(Company Name)

the right to appeal to the Secretary of Finance in case of revocation by the Insurance Commissioner of
the certificate to be issued in favor of the above-mentioned applicant and agree to cancel at once the
contract of agency between said applicant and the company upon receipt of the notice of revocation.

Executed in _____________ on _______________.
TIN _______________________________
By ________________________________
Authorized Representative of the Company

N.B. No person, partnership, association or corporation required by Law to file an income tax return shall be
issued a license to engage in any trade, business or occupation o practice a profession unless he shall have
presented to the officer issuing such license or permit proof that he has filed his income tax return during the
preceding year and that income taxes due have been paid thereon. For the purpose of this Act, a copy of such
income tax return on which is shown a certification or statement by the Collector of Internal Revenue or his duty
authorized representative that the aforesaid income tax return, and the corresponding receipts showing payment
of all income taxes due thereon, shall be sufficient proof.
Any person, partnership, association or corporation who obtains a license mentioned in the preceding paragraph
without presenting the aforementioned certification of the Collector of Internal Revenue or his duly authorized
representative, under the pretext that he or it is not required by law to file an income tax return when in truth he or
it is so required, or under any other misrepresentation, shall be liable to fine of not more than Five Hundred
Pesos, or imprisonment of not more than one year or both, in the discretion of the Court. In case of partnership,
association, the manager or the equivalent officer thereof shall be held responsible and in addition, the license
shall be revoked. (Section 1, Republic Act No. 1538)