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AGENTS & BROKERS: pre-licensing continuing education forms

Education Forms The following Pre-Licensing/Continuing Education Forms are now available in Adobe's Portable Document Format (PDF). Some documents are available in Word 97 format for your convenience.  To view and complete these pdf forms on your browser you must have Adobe Acrobat Reader 3.0 or higher on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe Web site. Additional forms will be added or revised periodically, so keep checking back.  Pre-Licensing/Continuing Education Forms Producer Licensing Bureau Education Forms Alphabetical Listing

Pre-Licensing/Continuing Education Forms in pdf format [The forms with an * following the number are now Interactive

Form Number PDF Format Form Name
446-2* Provider Certification/Renewal Application
446-3* Course Approval Application
446-4 * Instructor Qualification Form
446-5* Course Attendance Record and Verification Form
446-8 Prelicense Education Requirements
446-9 California Long-Term Care, California Partnership, Annuities, and Workers' Compensation Continuing Education Requirements
446-12* Class Presentation Schedule
446-13* Provider Roster
446-32 Stipulation to Maintain Records Outside of California  
446-40 Out-of-State Provider Jurisdiction Agreement
446-42* Education Provider - Change of Address

Information & Filing Form

NAIC Uniform Continuing Education Reciprocity (CER) Course Filing Form
Provider Summary Parties Interested in the Pre-licensing & Continuing Education Program Provider Summary Notice

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Pre-Licensing/Continuing Education Forms in Word format

Form Number Word 97 Format Form Name
Not Available Provider Certification/Renewal Application
Not Available Course Approval Application
446-4 Instructor Qualification Form
446-5 Course Attendance Record and Verification Form
446-8 Prelicense Education Requirements
446-9  California Long-Term Care, California Partnership, Annuities, and Workers' Compensation Continuing Education Requirements
446-12 Class Presentation Schedule
446-13 Provider Roster
Not Available Stipulation to Maintain Records Outside of California  
Not Available Out-of-State Provider Jurisdiction Agreement  
446-42 Education Provider - Change of Address
Filing Form NAIC Uniform Continuing Education Reciprocity (CER) Course Filing Form
Provider Summary Parties Interested in the Pre-licensing & Continuing Education Program Provider Summary Notice
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Producer Licensing Bureau Education Forms-Alphabetical Listing in pdf format[The forms with an * following the number are now Interactive]

 Form Name Form Number PDF Format
California Tax Qualified Long Term Care, California Partnership, Workers Compensation  Continuing Education Requirements  446-9    
Class Presentation Schedule  446-12*
Course Approval Application   446-3*
Course Attendance Record and Verification Form 446-5 *
Education Provider - Change of Address 446-42*
Instructor Qualification Form 446-4 
Midwest Zone Continuing Education Reciprocity Project Information Filing Form
Out-of-State Provider Jurisdiction Agreement 446-40
Parties Interested in the pre-licensing & Continuing Education Program Provider Summary Notice Provider Summary
Prelicense Education Requirements 446-8
Provider Certification/Renewal Application 446-2*
Provider Roster 446-13 *
Stipulation to Maintain Records Outside of California 446-32*

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Producer Licensing Bureau Education Forms-Alphabetical Listing in Word format

Form Name Form Number Word 97 Format
California Tax Qualified Long Term Care, California Partnership, Workers Compensation  Continuing Education Requirements  446-9  
Class Presentation Schedule  446-12
Course Approval Application Not Available
Course Attendance Record and Verification Form 446-5
Education Provider - Change of Address 446-42
Instructor Qualification Form 446-4
Midwest Zone Continuing Education Reciprocity Project Not Available
Out-of-State Provider Jurisdiction Agreement Not Available
Parties Interested in the pre-licensing & Continuing Education Program Provider Summary Notice Provider Summary
Prelicense Education Requirements 446-8
Provider Certification/Renewal Application Not Available
Provider Roster 446-13
Stipulation to Maintain Records Outside of California Not Available

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Frequently Asked Questions  If you need further assistance, please call CDI's Producer Licensing Bureau's Education Unit at (916) 492-3064. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the California Department of Insurance.