Value City Bankrupt
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Value City Bankrupt document sample
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Application for Life Settlement
Program:
What Settlement Program are you applying for?: Traditional Small Face Value (Powered by Cielo)
(Select any or all that apply)
Insured Information:
Insured Name:
SSN: Date of Birth: Sex:
Address:
City: State: Zip Code: Country:
Phone Number: Email Address:
Marital Status: Married Single Widowed Divorced
Have you ever been party to a bankruptcy?: Yes No
Second Insured Information:
Medical Information:
Physician Name:
Address:
City: State: Zip Code:
Phone Number: Fax Number:
List any other specialists:
Berkshire Settlements, Inc. - 3350 Riverwood Parkway, Suite 2270 Atlanta, GA 30339 - (678) 589-9950 [O] - (678) 589-9951 [F]
Application for Life Settlement
Second Insured Information (If Applicable):
Insured Name:
SSN: Date of Birth: Sex:
Address:
City: State: Zip Code: Country:
Phone Number: Email Address:
Marital Status: Married Single Widowed Divorced
Have you ever been party to a bankruptcy?: Yes No
Second Insured Medical Information (If Applicable):
Physician Name:
Address:
City: State: Zip Code:
Phone Number: Fax Number:
List any other specialists:
Berkshire Settlements, Inc. - 3350 Riverwood Parkway, Suite 2270 Atlanta, GA 30339 - (678) 589-9950 [O] - (678) 589-9951 [F]
Application for Life Settlement
Life Insurance Policy Information:
Insurance Company: Policy Number:
Issue Date: Issue State: Death Benefit:
Premium Amount: Last Premium Paid Date: Next Premium Due Date:
Mode: Monthly Quarterly Semi-Annually Annually
Loan Amount: Accumulated Value: Cash Value:
Policy Type: Universal Variable Whole Term (Convertible) Term (Non-Convertible) Other
Policy Plan: Individual Survivor Group Other
Has the policy ever lapsed? Yes No Reason for sale of the policy:
Was the policy premium financed? Yes No If yes, through which program?
What is the reason for the sale of the policy?
Beneficiary Information:
Beneficiary Name:
Address:
City: State: Zip Code: Date of Birth:
Phone Number: Fax Number:
List any other Beneficiaries and their state or residence:
Berkshire Settlements, Inc. - 3350 Riverwood Parkway, Suite 2270 Atlanta, GA 30339 - (678) 589-9950 [O] - (678) 589-9951 [F]
Application for Life Settlement
Life Insurance Policy Owner Information:
Owner Type: Insured Other Individual Trust Corporation Other Unknown
Owner Name: Tax ID:
Address:
City: State: Zip Code: Country:
Phone Number: Email Address:
Relation to Insured: Family Friend Professional Other
If more than one owner name, please the names below (attach more sheets if necessary):
Representing Agent Information:
Company Name: Tax ID:
Contact Person(s):
Address:
City: State: Zip Code:
Phone Number: Fax Number:
If required, is the representing agent licensed in the state where the policy is domiciled? Yes No
Is the representing agent the writing agent of the policy? Yes No
Berkshire Settlements, Inc. - 3350 Riverwood Parkway, Suite 2270 Atlanta, GA 30339 - (678) 589-9950 [O] - (678) 589-9951 [F]
Application for Life Settlement
Fraud Warning:
ANY PERSON WHO KNOWINGLY PRESENTS FALSE INFORMATION IN AN APPLICATION FOR INSURANCE OR AN APPLICATION FOR A
LIFE SETTLEMENT CONTRACT MAY BE CHARGED WITH A CRIME AND MAY BE SUBJECT TO FINES AND CONFINEMENT IN PRISON.
Consent to Contact Insured:
By signing this application the individuals identified as "Insureds" are consenting to allow Berkshire or its Authorized Representatives
or Strategic Partners to contact the insured directly to conduct an interview in regards to their medical history. This point of contact
with the insured will only be to discuss their medical history and no insurance related or information in reference to the life
settlement that is being applied for will be discussed with the potential viator. (ONLY APPLIES TO SETTLEMENTS POWERED BY CIELO)
Statement of Mental Competency:
By signing this application the individuals identified as "Owner" and "Insured" represents and warrants that they are of sound mind at
the time of applying for a potential life settlement with Berkshire Settlements, Inc., that the owner and insured (if different)
understand the financial transaction that is being proposed to them and are of the mental capacity to complete the transaction. If
the owner and insured decide to sell their policy through Berkshire Settlements, Inc. they will be required to have a physician verify
their mental competency at the time of sale.
Signatures of Owner & Insured:
Signature of Owner Signature of Insured:
Printed Name of Owner Printed Name of Insured:
Date: Date:
Signatures of Second Owner & Insured (If Applicable):
Signature of Owner Signature of Insured:
Printed Name of Owner Printed Name of Insured:
Date: Date:
Berkshire Settlements, Inc. - 3350 Riverwood Parkway, Suite 2270 Atlanta, GA 30339 - (678) 589-9950 [O] - (678) 589-9951 [F]
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