Settlement Worksheet
Person receiving settlement payments
Full Name:
Phone:
Current Address :
City:
State:
State
AL
AK
AS
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MH
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
MP
OH
OK
OR
PW
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip Code:
Settlement Information
Type of Settlement:
Choose One
Structured Settlement
Annuity
Lottery
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:
Choose One
Bi-weekly
Monthly
Lump Sum
Other
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:
State
AL
AK
AS
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MH
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
MP
OH
OK
OR
PW
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Cause of Liability: (Personal Injury, Death Benefits, Workers Comp-state Employer or Private)
Do you have a copy of the Annuity Policy?
Yes
No
Do you have a copy of the Settlement Agreement?
Yes
No
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:
State
AL
AK
AS
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MH
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
MP
OH
OK
OR
PW
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip Code: