Instructions and Information
All parties are responsible for their own copies of this form. Principal brokers should retain a copy for the firm’s records. Change of address on firms must be accompanied by a zoning letter. This form cannot be used for reinstatement or renewal of license. Please contact the TREC office for proper forms.
Transferring or reactivating licensees who did not purchase TREC errors and omissions (E&O) insurance for the current licensing period, including licensees who have been covered by alternative coverage provided by the releasing firm, MUST provide proof of current valid coverage WITH THIS FORM. Contact the insurance vendor for STATE coverage or for alternative insurance provided by the firm, submit the certification of insurance (TREC form) with this form. Please discuss E&O insurance with the principal broker of the NEW firm prior to submitting. DO NOT send premiums to TREC for coverage. Premiums received in error will be processed as a refund.
The license of the transferee is invalid until the completed transfer form and appropriate fee are transmitted to the Commission’s office. Failure to do so within 10 days from the date of release from the present broker may subject the licensee to penalty from the Commission.
Complete each required line byproviding ALL requested information on the entire line: INFORMATION REQUESTED MAY DIFFER SLIGHTLYDEPENDINGON THE TYPE OF CHANGE REQUESTED. THE DIFFERENT INFORMATION IS SPECIFIED BELOW.
A. Transfer to new firm: (1 thru 8) $25.00
Line 1: Name, home phone number, e-mail address and license/file I.D. number of licensee transferring license
Line 2: Name, office phone number, e-mail address and firm file I.D. number of firm licensee is being released from
Line 3: Name, office phone number e-mail address and firm file I.D. number of firm licensee is transferring to
Line 4: Street address, city, state and zip code of the firm named on line 3
Line 5: Signature, license/file I.D.# of the principal broker of the firm on line 2 and date
Line 6: Signature, license/file I.D.# of the principal broker of the firm on line 3 and date
Line 7: Signature and date of the licensee named on line 1
Line 8: Home mailing address, city, state and zip code of the licensee named on line 1
NOTE: You must provide proof of E&O if you are leaving a firm with alternative insurance. See Instructions and Information above
B. Change of licensee name: (1,2,3, & 7) $10.00
Line 1: Name of licensee changing name (the name TREC has on record) home phone number, e-mail address and license/file I.D. number of licensee changing name
Line 2: Name, office phone number, e-mail address and firm file I.D. number of firm licensee is affiliated with
Line 3: New name of licensee named on line 1(Attach verification, marriage license, court order) “nicknames” must be in quotations (” ”)
Line 7: Signature and date of licensee named on line 1&3
C. Change of status to ACTIVE status: (1,3,4,6,7 & 8) $25.00
Line 1: Name, home phone number, e-mail address and license/file I.D. number of licensee requesting to be changed to active status
Line 3: Name, office phone number, e-mail address and firm file I.D. number of firm licensee is requesting to be affiliated with
Line 4: Street address, city, state and zip code of the firm named on line 3
Line 6: Signature, license/file I.D.# of principal broker of firm named on line 3 and
date Line 7: Signature and date of licensee named on line 1
Line 8: Home mailing address, city, state and zip code of the licensee named on line 1
NOTE: All active licensees must obtain errors and omissions insurance. (See instructions above)
D. Change of status to RETIRED status: (1,5,7 &8) $25.00
Line 1: Name, home phone number, e-mail address and license/file I.D. number of licensee requesting to be changed to retired status
Line 2: Name, office phone number, e-mail address and firm file I.D. number of firm licensee is currently affiliated with
Line 5: Signature, license/file I.D.# of principal broker of the firm named on line 2 and date
Line 7: Signature and date of licensee named on line 1
Line 8: Home mailing address, city, state and zip code of the licensee named on line 1
E. Request duplicate of lost license: (1, 2, 5, & 7) $10.00
Line 1: Name of Licensee affiliated with a firm requesting a change of firm name, license/file I.D. number of licensee
Line 2: Name, office phone number, e-mail address and firm file I.D. number of firm requesting a change of name
Line 5: Signature, license/file I.D.# of principal broker of the firm named on line 2 and date
Line 7: Signature and date of licensee named on line 1
F. Designate Firm’s Principal Broker (1, 2, 5, & 6) $25.00 (Return form & license certificate to TREC) Line 1: Name, home phone number, e-mail address and license/file I.D. number of new principal broker
Line 2: Name, office phone number, e-mail address and firm file I.D. number of firm requesting change of principal broker
Line 5: Signature, license/file I.D.# of the resigning principal broker and date
Line 6: Signature, license/file I.D.# of the new principal broker and date
G. Remove Principal Broker Designation (1, 2, 5, 7) (Return form & license certificate to TREC) Line 1: Name, home phone number, e-mail address and license/file I.D. number of new principal broker
Line 2: Name, office phone number, e-mail address and firm file I.D. number of firm requesting change of principal broker
Line 5: Signature, license/file I.D.# of the resigning principal broker and date
Line 7: Signature and date of licensee named on line 1
H. Add Principal Broker to Additional Firms: (1 thru 7) $25
Line 1: Name, home phone number, e-mail address and license/file I.D. number of licensee transferring license
Line 2: Name, office phone number, e-mail address and firm file I.D. number of firm licensee is being released from
Line 3: Name, office phone number e-mail address and firm file I.D. number of firm licensee is transferring to
Line 4: Street address, city, state and zip code of the firm named on line 3
Line 5: Signature, license/file I.D.# of the principal broker of the firm on line 2 and date
Line 6: Signature, license/file I.D.# of the principal broker of the firm on line 3 and date
Line 7: Signature and date of the licensee named on line 1
Line 8: Home mailing address, city, state and zip code of the licensee named on line 1
