Review the State Requirements Checklist

Each state has specific licensing requirements.

About this task

Review and download the specific license checklists for each state and license type for which you are applying.

Procedure

  1. Open the State License Checklist.
  2. Click on a state to view the license checklists for that state.
    If the state has multiple agencies listed, choose the agency that handles the type of license for which you are applying.
  3. Read the descriptions to determine which license checklist(s) to download.
    • Transition to NMLS: existing licensees (not all states have a transition checklist)
    • New Application: first time applying for this license type in this state
    • Amendment: modify information on an existing license
    • Surrender: surrender your license

    NY license checklist screen

    Texas license checklist screen
  4. Gather all required documentation listed on the Requirements Checklist.
  5. Include your NMLS Unique ID# on the top of the checklist once you have created your NMLS account.
    Your ID# can be obtained by going to Composite View tab and selecting View Individual. The ID# will be in parenthesis next to your name.
  6. Mail the checklist and all required docs within 5 days of submitting your filing in NMLS.
    See Submitting an Individual MU-4 Form.