The Texas Department of Insurance publishes hundreds of forms for consumers, agents, employers, and insurance companies, and nearly all TDI forms live on the agency’s forms index as fillable PDFs or feed into an electronic portal. Which one you need — and how you send it in — depends on whether you are filing a complaint, applying for or renewing a license, reporting a workplace injury, or meeting a company regulatory requirement.1Texas Department of Insurance. TDI Forms Index
Where TDI Forms Live
The forms index is organized by division: Consumer Protection (agent, adjuster, and title licensing), Financial Regulation (company licensing, financial analysis, holding companies), Life, Accident and Health, Property and Casualty, the Division of Workers’ Compensation, Fraud and Enforcement, the State Fire Marshal’s Office, and Administrative Operations. You can browse the division pages or open the full listing and search by form number.1Texas Department of Insurance. TDI Forms Index
Most documents are fillable PDFs. Click into the shaded fields to type, and use the tab key to jump from one to the next. Save a copy to your computer before you submit anything. If TDI comes back with a follow-up question weeks later, you’ll want the exact version you sent.
Filing a Consumer Complaint
If your insurer denied, delayed, or underpaid a claim, the complaint portal is the entry point. TDI accepts complaints involving health coverage (including mental health and substance use treatment), auto, homeowners or renters, title, Texas Windstorm Insurance Association, flood, and life or annuity policies.2Texas Department of Insurance. Get Help With an Insurance Complaint
Before you start, pull together:
- Your policy number and any claim numbers the insurer assigned.
- The company’s full legal name and its five-digit NAIC code, which appears on your policy declarations page or in the NAIC’s consumer database.3National Association of Insurance Commissioners. Consumer Insurance Search Results – CIS
- Dates of the underlying incident and of key contacts with the company — denial letters, adjuster visits, phone calls.
- Supporting documents: the denial letter, correspondence, photos of damage, or medical records tied to the dispute.
Health care providers complaining about claim payments face a heavier documentation bar. TDI expects a copy of the patient’s health plan ID card, relevant explanations of benefits, proof that all appeals have been exhausted, any authorization documents, and a timeline of how the claim was handled.4Texas Department of Insurance. How to File a Provider Complaint About Health Claim Payments
To file, go to TDI’s complaint page, choose the type of insurance, and follow the prompts into the online Complaint Portal.5Texas Department of Insurance. Getting Help With an Insurance Complaint TDI then contacts the company and asks for a response. Auto and home insurers have 25 days to reply. A specialist reviews the response and the documents you provided. The whole process averages 30 to 40 days.6Texas Department of Insurance. Resolving Consumer Insurance Complaints
Agent and Adjuster Licensing
Agents and adjusters working in Texas must be licensed through TDI, and most licensing activity happens in one of two electronic portals rather than on a paper form. New applicants generally file through NIPR (the National Insurance Producer Registry) or Sircon. NIPR’s LicenseHub handles applications, contact changes, and producer detail reports.7NIPR. Manage Your Insurance Licensing If you need to add supporting documents after submitting through NIPR, email them to TDI-NIPRAttachments@tdi.texas.gov with your name and application ID in the subject line.8Texas Department of Insurance. Agent Licensing FAQ Through Sircon, you can check application status, upload attachments using the paperclip icon in the Action column, and print your license once it’s issued.
Non-resident individual licensing fees are $50 per line of authority — General Lines, Personal Lines Property and Casualty, Life, Surplus Lines, Managing General Agent, or Limited Lines. Applicants must be at least 18. You cannot apply for General Lines Agent–Property and Casualty and General Lines Agent–Life, Accident, Health and HMO on the same application; those go in as separate filings.9NIPR. Texas Non-Resident Licensing Individual
Renewals
Texas agent licenses run on a two-year cycle. The renewal fee is $50, and TDI adds a $25 late fee if you miss your expiration date. You must complete 24 hours of continuing education every two years to keep the license in good standing.10Texas Department of Insurance. General Lines – Life, Accident, Health and HMO Sircon is the primary renewal portal and also lets you pull your CE transcript, look up approved courses, and verify renewal status.8Texas Department of Insurance. Agent Licensing FAQ
Company Licensing and Update Forms
Insurance companies doing business in Texas need a certificate of authority from TDI, and the application depends on the entity type. TDI publishes separate forms for captive insurance companies (FIN180), HMOs (FIN302), multiple employer welfare arrangements (FIN375), Texas Lloyds (FIN369), and reciprocal or inter-insurance exchanges (FIN367), among others. Each application has its own checklist and required attachments. Route questions about a specific application to CompanyLicense@tdi.texas.gov.11Texas Department of Insurance. Company Licensing and Registration Forms and Checklists
Insurers seeking admission in more than one state can use the NAIC’s Uniform Certificate of Authority Application (UCAA), accepted by all U.S. states through an electronic portal. A Biographical Affidavit is required for every officer, director, and key managerial person on any UCAA submission.12National Association of Insurance Commissioners. Uniform Certificate of Authority Application
When an already-licensed company changes hands or restructures, specific update forms come into play. An insurance premium finance company changing ownership, for example, must submit a Supplemental Application (Form PF1A), a List of Principals (Form PF2), a Biographical Affidavit (Form PF4) for each new individual, a certified copy of the assumed name certificate, a franchise tax certificate of good standing, and a $200 investigation fee.13Legal Information Institute. Texas Admin Code 28 Tex. Admin. Code 25.28 – Ownership Change Licensed insurance agencies report changes of control or personnel on Form FIN531, and entity name changes or DBA registrations run through Form FIN528.14Texas Department of Insurance. Information Update Forms
Workers’ Compensation Forms
The Division of Workers’ Compensation runs its own extensive set of forms for employers, injured employees, and carriers. These are among the most time-sensitive filings TDI handles, because late reporting can affect benefit payments and legal rights.
Common employer forms include:
- DWC001, Employer’s First Report of Injury or Illness — the initial notification that a worker was hurt on the job.
- DWC003, Employer’s Wage Statement — establishes the average weekly wage that drives benefit amounts.
- DWC005, Non-Subscriber Notice — filed by employers who choose not to carry workers’ compensation insurance.
- DWC006, Supplemental Report of Injury — updates the Division when facts about a reported injury change.
- DWC154, Workers’ Compensation Complaint Form — reports problems with how a claim is being handled.
Many of these forms are available in English and Spanish. School districts use a dedicated wage statement (DWC003SD), and state employees use a separate first report of injury (DWC001S).15Texas Department of Insurance. Workers’ Compensation Employer Forms and Notices
Rate and Form Filings Through SERFF
Insurers submitting rate filings and policy form filings to TDI use the NAIC’s System for Electronic Rates and Forms Filing (SERFF). Company filings received after April 13, 2014, can be viewed and searched through SERFF Filing Access, which is also where consumers and competitors can look up what an insurer has filed.16Texas Department of Insurance. Search the System for Electronic Rates and Forms Filing (SERFF)
How to Submit, by Filer Type
The submission channel depends on the form.
Consumer complaints go through TDI’s online Complaint Portal, which lets you upload supporting documents and generates an immediate timestamp and confirmation.5Texas Department of Insurance. Getting Help With an Insurance Complaint
Agent and adjuster licensing transactions go through Sircon or NIPR. Sircon handles renewals, CE tracking, and license printing; NIPR handles new applications and multi-state transactions. Missing NIPR documents can be emailed to TDI-NIPRAttachments@tdi.texas.gov.8Texas Department of Insurance. Agent Licensing FAQ
Company regulatory filings — rate filings, form filings, and financial reports — typically go through SERFF or another NAIC electronic system. Company licensing questions and paper filings should be routed through CompanyLicense@tdi.texas.gov.11Texas Department of Insurance. Company Licensing and Registration Forms and Checklists
Paper submissions that need original signatures or certified documents go to TDI’s headquarters at P.O. Box 12030, Austin, TX 78711-2030.17Texas Department of Insurance. Contact Us Use a mail service with tracking for anything time-sensitive, and make sure every supplemental page is securely attached to the primary form. Loose pages in an envelope get separated.
After You Submit
Save the confirmation page, tracking number, or email receipt the moment you submit. That identifier is your only proof of timely filing if a dispute comes up later. Most digital systems send an auto-confirmation within minutes containing a unique reference number; use it in every follow-up.
Processing times vary. Consumer complaints average 30 to 40 days from start to finish, with insurers getting 25 days (or a 10-day extension) to respond to TDI’s inquiry.6Texas Department of Insurance. Resolving Consumer Insurance Complaints Licensing applications through NIPR or Sircon generally move faster than paper filings, though missing attachments and background questions add time.
Check your email spam folder during the review period. TDI may request additional information, and a missed request can stall a filing indefinitely. For complaints, TDI sends you the company’s response along with the agency’s analysis of what that response means for your case.5Texas Department of Insurance. Getting Help With an Insurance Complaint
Keeping Your Records
Once your filing is resolved, hold onto your copies. The NAIC’s model regulation recommends keeping market conduct records for the current year plus three years. Producer policy sale files, including work papers and written correspondence, follow the same three-year period. Life insurance and annuity records should be kept for as long as the policy is in force plus three years after termination.18National Association of Insurance Commissioners. Market Conduct Record Retention and Production Model Regulation Some states use a five-year retention period instead, so err on the longer side. Digital copies in a cloud backup are the simplest way to meet those timelines.