Fill Your Texas Fin533 Form Launch Texas Fin533 Editor Now

Fill Your Texas Fin533 Form

The Texas Fin533 form is a crucial document for licensed agents and adjusters in Texas, allowing them to request changes to their name or address. It is essential to submit this form within 30 days of any change to ensure that your records remain accurate and up to date. If you have recently moved or changed your name, please take a moment to fill out the form by clicking the button below.

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Dos and Don'ts

When filling out the Texas Fin533 form, it is crucial to follow specific guidelines to ensure your submission is processed smoothly. Here are five important dos and don'ts:

  • Do submit the form within 30 days of any change to your name or address.
  • Do attach a copy of an official document that verifies your name change, such as a marriage certificate or divorce decree.
  • Do provide complete and accurate information in all sections of the form.
  • Do contact the department of insurance in your new state if you have moved out of Texas.
  • Do sign and date the form to certify that your answers are true and correct.
  • Don't use a P.O. Box for your resident address; it is only acceptable for your mailing address.
  • Don't forget to include your TDI license number on the form.
  • Don't leave any sections blank; incomplete forms can lead to delays.
  • Don't submit the form without verifying that all attached documents are clear and legible.
  • Don't hesitate to reach out for assistance if you have questions about the process.

Sample - Texas Fin533 Form

FIN533 | 0421

Agent/adjuster name or address change request

You must fill out and send us this form within 30 days of a change to your name or address.

Notes: If you’ve moved from Texas to another state, contact the department of insurance in your new state before submitting this form. You must have a license in your new state of residence before we can change your Texas license to a nonresident license.

If you’re a licensed agent or adjuster in another state who has moved to Texas, you must fill out form FIN594.

TDI license number

First name

Middle name

Last name

Suffix

Fill out this section if you changed your name:

New legal name

First name

Middle name

Last name

Suffix

📎📎Attach a copy of an official document showing that your name changed. For example, send a copy of a marriage certificate or divorce decree.

Fill out all parts of this section if your address changed:

Phone numbers

Personal ( )

Business ( )

Email addresses

Personal

Business

FIN533 | 0421

Business address

 

 

 

 

 

 

 

 

 

 

Street address ________________________________

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

_

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing address

 

 

 

 

 

 

 

 

 

 

Street address or P.O. Box

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

_

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

📎📎 A P.O. Box will be accepted only for a mailing address.

Resident address

Street address

City

 

State

_ ZIP

 

 

 

 

 

📎📎 Attach a copy of a Letter of Certification from your resident state.

Sign here:

The answers I gave on this form are true and correct:

Licensee signature

Date

Print name

Contact us if you have questions:

You can: (1) email License@tdi.texas.gov, or (2) call 512-676-6500.

Know your rights:

You can request information we have about you by emailing OpenRecords@tdi.texas.gov or writing to: Public Information Coordinator, Texas Department of Insurance, PO Box 12030 (mail code GC- ORO) Austin, Texas 78711-2030. You also have the right to ask that we fix information we have about you that is wrong. To ask for a correction, send (1) your name, mailing address, and your phone number, (2) details about what needs to be fixed, and (3) the reason or proof showing why the information is wrong. Send this by email to RecordCorrections@tdi.texas.gov or by mail to: Record Correction Request, Texas Department of Insurance, PO Box 12030 (mail code CO-AAL-CC), Austin, Texas 78711-2030.

Texas Department of Insurance

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Documents used along the form

The Texas Fin533 form is essential for agents and adjusters to update their name or address with the Texas Department of Insurance. However, several other forms and documents often accompany this process. Understanding these related forms can simplify your experience and ensure compliance with state regulations.

  • FIN594: This form is required for agents or adjusters who have moved to Texas from another state. It facilitates the process of obtaining a Texas license for those already licensed in another state.
  • Letter of Certification: This document is necessary for individuals changing their resident address. It serves as proof of residency in the new state and must be attached when submitting the Fin533 form.
  • Marriage Certificate: If a name change is due to marriage, a copy of the marriage certificate must be submitted. This official document validates the name change and is a requirement for updating records.
  • Divorce Decree: Similar to the marriage certificate, a divorce decree is needed if the name change is a result of divorce. It provides legal proof of the name change.
  • Contact Information Update Form: This form is sometimes used to update contact details separately. It can be helpful if an agent or adjuster wants to ensure that their contact information is current without changing their name or primary address.
  • Application for Nonresident License: If an agent is moving from Texas to another state, they may need to apply for a nonresident license in their new state. This application is crucial for maintaining their ability to work in the insurance industry across state lines.

By familiarizing yourself with these forms and documents, you can streamline the process of updating your information with the Texas Department of Insurance. This proactive approach will help ensure that you remain compliant and continue your work without unnecessary interruptions.

Common mistakes

When completing the Texas Fin533 form, individuals often make several common mistakes that can lead to delays or complications. One significant error is failing to submit the form within the required 30-day timeframe after a name or address change. This oversight can result in the form being rejected or processed late, which may affect the individual's licensing status.

Another frequent mistake involves not attaching the necessary documentation to support a name change. The form specifically requests an official document, such as a marriage certificate or divorce decree. Omitting this documentation can lead to a denial of the name change request, causing additional inconvenience.

Many people also neglect to fill out all required sections if they have changed their address. The form includes multiple address fields, and it is essential to complete each one accurately. Incomplete information can lead to confusion and may prevent the Texas Department of Insurance from updating records correctly.

Providing incorrect or outdated contact information is another common error. Individuals should ensure that both personal and business phone numbers, as well as email addresses, are current and accurate. This information is crucial for the Texas Department of Insurance to reach out if there are any issues with the form.

Some individuals mistakenly believe that a P.O. Box is acceptable for all address sections. However, the Texas Fin533 form specifies that a P.O. Box can only be used for the mailing address. Failing to follow this guideline may result in processing delays or rejections.

Additionally, individuals often forget to sign the form. The signature confirms that the information provided is true and correct. Without a signature, the form is incomplete and will not be processed.

Another mistake involves misunderstanding the requirements for non-resident licenses. If someone has moved from Texas to another state, they must first obtain a license in their new state before the Texas license can be changed. Failing to do this can lead to complications in maintaining licensure.

Finally, individuals may overlook the importance of contacting the Texas Department of Insurance if they have questions. The form provides contact information for inquiries, and reaching out for clarification can help avoid mistakes in the first place. Taking the time to understand the requirements can lead to a smoother process.

Misconceptions

When it comes to the Texas Fin533 form, there are several misconceptions that can lead to confusion. Here’s a list of ten common misunderstandings, along with clarifications to help set the record straight.

  1. Only agents need to fill out the Fin533 form. Many believe this form is only for agents, but it’s also for adjusters who have a name or address change.
  2. You can submit the form anytime after a change. In reality, you must submit the Fin533 within 30 days of your name or address change.
  3. A P.O. Box can be used for any address change. This is incorrect; a P.O. Box is only accepted for your mailing address, not for your resident address.
  4. Changing your name doesn't require documentation. To change your name, you must attach an official document, like a marriage certificate or divorce decree.
  5. You don’t need to notify the Texas Department of Insurance if you move out of state. If you move to another state, you must contact the insurance department in your new state before submitting the Fin533.
  6. Once you submit the Fin533, you don’t need to do anything else. After submitting, ensure you have a license in your new state if you’ve moved out of Texas.
  7. Only your new address needs to be filled out. If your name has changed, you must fill out both sections of the form.
  8. You can submit the form online. Currently, the Fin533 must be mailed or submitted in person; online submission is not an option.
  9. It’s okay to leave sections blank if they don’t apply. It’s best to fill out all applicable sections to avoid delays in processing.
  10. Contacting the Texas Department of Insurance is unnecessary. If you have questions or need clarification, it’s always a good idea to reach out for assistance.

Understanding these misconceptions can help you navigate the process more smoothly. If you're unsure about anything, don’t hesitate to reach out to the Texas Department of Insurance for guidance.

Key takeaways

When completing and using the Texas Fin533 form, it is essential to follow specific guidelines to ensure accuracy and compliance. Here are key takeaways to keep in mind:

  • Timeliness is crucial: Submit the Fin533 form within 30 days of any change to your name or address.
  • Out-of-state moves: If you have moved from Texas to another state, contact your new state's department of insurance before submitting this form.
  • Licensing requirements: You must obtain a license in your new state of residence before your Texas license can be converted to a nonresident license.
  • New residents: If you are a licensed agent or adjuster from another state who has moved to Texas, you should complete form FIN594 instead.
  • Provide official documentation: Attach a copy of an official document, such as a marriage certificate or divorce decree, if you are changing your name.
  • Complete all address sections: Fill out all relevant sections if your address has changed, including personal and business phone numbers and email addresses.
  • P.O. Box limitations: A P.O. Box can only be used for your mailing address, not for your resident address.
  • Certification from your resident state: Include a Letter of Certification from your resident state when changing your address.
  • Know your rights: You can request your information from the Texas Department of Insurance and ask for corrections if any details are inaccurate.

Following these guidelines will help ensure that your submission is processed smoothly and efficiently.

File Characteristics

Fact Name Fact Description
Form Purpose The Texas FIN533 form is used to request a change of name or address for licensed agents and adjusters.
Submission Deadline Submit the form within 30 days of a name or address change.
Interstate Movement If moving from Texas to another state, contact the new state's Department of Insurance before submitting this form.
Nonresident License A license in the new state of residence is required before changing a Texas license to a nonresident license.
New Residents Agents or adjusters licensed in another state must complete form FIN594 upon moving to Texas.
Required Documentation Attach an official document, such as a marriage certificate or divorce decree, to verify a name change.
Contact Information Provide personal and business phone numbers and email addresses in the form.
Mailing Address A P.O. Box is acceptable only for the mailing address section of the form.
Certification Requirement A Letter of Certification from the resident state must be attached if the address has changed.
Contact for Questions For inquiries, email License@tdi.texas.gov or call 512-676-6500.

How to Use Texas Fin533

Completing the Texas Fin533 form is essential when there is a change to your name or address as a licensed agent or adjuster. This form must be submitted within 30 days of the change to ensure that your records remain accurate and up-to-date. Below are the steps to guide you through the process of filling out this form.

  1. Start by entering your TDI license number at the top of the form.
  2. Fill in your first name, middle name, last name, and suffix.
  3. If you have changed your name, provide your new legal name in the designated section. Include your first name, middle name, last name, and suffix.
  4. Attach a copy of an official document that verifies your name change, such as a marriage certificate or divorce decree.
  5. If your address has changed, complete all parts of the address section:
    • Provide your personal and business phone numbers.
    • List your personal and business email addresses.
    • Fill in your business address, including street address, city, state, and ZIP code.
    • For your mailing address, include either your street address or P.O. Box, along with city, state, and ZIP code. Remember, a P.O. Box is only acceptable for mailing addresses.
    • Complete your resident address with the street address, city, state, and ZIP code.
  6. Attach a copy of a Letter of Certification from your resident state if applicable.
  7. Sign and date the form, confirming that the information provided is true and correct.
  8. Print your name below your signature.
  9. Contact the Texas Department of Insurance if you have any questions, either by email or phone as provided on the form.