Life Settlement Application Samples

Life Settlement Contracts
A Life Settlement Application is the first document most people will complete when starting the Life Settlement process. Of course some might have utilized a worksheet or overview sheet to see if they initially qualify. We recommend that you go ahead and complete the full application because each case is looked at individually.

It is important to have the correct information when preparing your life settlement app. You will need to provide your personal information, information about the life insurance policy, and medical information. Having the correct contact information for your insurance company and doctors can speed up and assist the company handling your case with retrieving the needed documentation.

Another important key to the application is the HIPPA. This allows the company to request medical records directly from your doctors, and illustrations directly from the insurance carrier. Most brokers and funders will not be able to work any cases without an executed HIPPA.

If you are working with a couple brokers or funding companies, you may be required to fill out additional applications.

This is a downloadable and printable example application. Not all applications will the look the same, but most will look very similar to this. This is in a .PDF file format.

Download Sample Life Settlement Application

If you would like an editable Microsoft Word .doc application to customize and use for your clients, please email request@lifesettlementcontracts.com