Required Documents

Selling your structured settlement payments requires some initial paperwork. Once you send us your documents, we will work with you, ensuring that your privacy is protected throughout the process to quickly get you your money.

Cashing out your structured settlement payments for a lump-sum payout requires some initial paperwork. You will need to complete and sign some of the documents. Others you will have to gather from your files.

Here is a list of what you’ll need:

  • 1ID. Two (2) forms of identification. One of them must be a picture ID, such as a valid driver’s license or passport (please send us a copy of your license, not your actual license – we have our own!). Non-picture IDs include a Social Security card or a birth certificate.
  • 2Application. Fill out our two-page application. (We will send this to you to complete.)
  • 3Copy of your Settlement and Release Agreement. This is usually a three- to ten-page page document that was the original paperwork you signed when you accepted your structured settlement.
  • 4Copy of your Annuity Policy.This is a two- or three-page document that has the dates of your future payments and the amount of money you get each time. If you do not have this document, it is easy to get. All you have to do is request it from the insurance company that pays you.

You may have to contact the life insurance company you purchased the settlement from or the attorney that handled your settlement to find any misplaced paperwork.

If you don’t have all your documents on hand, we might ask you for a copy of a check stub from a recent annuity payment. It’s not mandatory, but it can be helpful in getting your money to you faster.

The sooner you gather and submit these documents, the faster you’ll get a check for your long-term payments.

What’s Next?

Once you’ve collected your paperwork, we’ll need to get it from you. We can arrange for you to send us your folder through an overnight mail service. This will help you get a jump on the process by getting your file to the court sooner.

Who Views These Documents?

We guarantee that our trusted representatives will keep your personal information safe and confidential while reviewing your documents.

As a leader in the structured settlement industry with years of experience, you can rely on us to give you the highest level of service, as well as competitive pricing.

After we receive your documents, we’ll get the process moving quickly.

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