Settlement Worksheet


Person receiving settlement payments
Full Name:
Phone:
Current Address :
City:
State:
Zip Code:

Settlement Information
Type of Settlement:
Date of Court Settlement:
 
Date of First Payment Received:
 
Amount of First Payment Received:
  (USD)
Date of Last Payment Received:
 
Amount of Last Payment Received:
  (USD)
Date & Amount of Future Payments to be Received:
How are Payments to be Received:
 
For how many years are the payments guaranteed?
  years
Do you have any other source of income? If so, what is it?
Motivation for selling - dollar amount needed:
Name of Insurance Company:
 
Name of Policy Owner:
 
State Where Settled:
 
Cause of Liability: (Personal Injury, Death Benefits, Workers Comp-state Employer or Private)
Do you have a copy of the Annuity Policy?
 
Do you have a copy of the Settlement Agreement?
 


Your Contact Information (Needed so that we may contact you with purchase offers)  
Your Name:
E-mail*: (Required OR tel #)
Phone Nr*: (Required)
Fax:
Current Address:
City:
State:
Zip Code: