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Insurance Division

Licensing Application Procedures

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Individual Producers
Transferring from Another State

I. Applying within 90 days of establishing residence:

NOTE: This applies only to producers who move to Oregon and apply for a resident license within 90 days of establishing legal residence in this state.

To transfer a license from another state: Please indicate the date you legally established residency in Oregon.

  1. Submit an Individual Insurance License Application (Form 3000).
  2. Submit fingerprint information. Fingerprints may be digitally taken at the test center, or submit a fingerprint card.
  3. Submit the Criminal Records Request form (Form 4862).
  4. Pay all required fees.

NOTE: No exam is required if the applicant is applying for the same lines he or she was licensed for in the previous home state. Applicants for variable life must be licensed to a securities dealer in Oregon.

II. Applying more than 90 days after establishing residence:

NOTE: This applies to producers who apply for a resident license more than 90 days after they established legal residence in Oregon.

To transfer a license from another state:

  1. Submit an Individual Insurance License Application (Form 3000).
  2. Have fingerprints digitally taken at the testing center, or submit a fingerprint card.
  3. Submit the Criminal Records Request form (Form 4862).
  4. Pay all required fees.

NOTE: Pre-licensing training is required for applicants who have less than three years of producer experience in the lines applied for. Appropriate exams also are required.