MONTANA

NRL RULES

Yes	Accepts licenses for Individuals electronically
No	Accepts licenses for Business Entities electronically
Yes	Accepts Limited License Classes and Lines of Authority electronically
Yes	Applicants can add lines of authority to an existing active license electronically
No	Applicants can reinstate a license electronically

CONTACT INFORMATION

Montana State Auditors Office
840 Helena Avenue
Helena, MT 59604
Phone: (406) 444-2040
Fax: (406) 444-3497

STATE SPECIFIC REQUIREMENTS

Individuals and Business Entities

If applying for Variable Contracts, life and variable must be
actively held in resident state.

Individuals:

Applicant must be 18 years old or older as determined from the applicant’s Date of Birth.
Variable Contract Applicants: Applicant must enter FINRA CRD number on application for Variable Contract LOA.
Business Entities:
The DRLP must be actively licensed in MT, as either a resident or non-resident
producer. The DRLP data must be actively displayed on PDB before the business
license is submitted electronically.
The DRLP’s must cumulatively cover the LOAs on the business application.