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This document serves as an application for life or viatical settlements, gathering personal, medical, and insurance information from the insured and policy owners to facilitate potential transactions.
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How to fill out lifeviatical settlement application

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How to fill out LIFE/VIATICAL SETTLEMENT APPLICATION

01
Start by gathering necessary personal information: full name, date of birth, and contact details.
02
Provide details of the life insurance policy, including the policy number, type, and face value.
03
Fill out medical history and current health status, including any chronic conditions or treatments received.
04
Indicate the reasons for seeking a life or viatical settlement, such as financial needs or terminal illness.
05
Sign the application to authorize the collection of any required medical records.
06
Review the application for accuracy and completeness before submission.
07
Submit the application to a licensed viatical settlement provider.

Who needs LIFE/VIATICAL SETTLEMENT APPLICATION?

01
Individuals with a life insurance policy who are facing terminal illness or significant financial hardship.
02
Policyholders who may wish to sell their policy for immediate cash.
03
People who need to cover medical expenses or other urgent financial obligations.
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People Also Ask about

A “viator” is the owner of an individual life insurance policy or a certificate holder under a group policy who enters or seeks to enter into a viatical settlement contract. The “insured” is the person on whose life an insurance policy is written. Usually, the insured is also the viator.
Key Differences Between Life and Viatical Settlements Life settlements are typically available to healthy individuals who are older, often over 65, while viatical settlements require the policyholder to be terminally or chronically ill, with a considerably shortened life expectancy.
To be eligible for a viatical settlement, you must have a life-threatening illness, an estimated insured's life expectancy of two years or less, and a life insurance policy with a face value of $150,000 or more.
Viatical Settlement Examples For an example of a viatical settlement, consider someone who is diagnosed with a terminal illness and faces high medical bills to cover treatment and medical care. To cover these costs, the individual may decide to sell their life insurance through a viatical settlement.
Definition: Life Settlement: Sale of an existing life insurance policy to investors in order to benefit from a cash lump sum. Viatical Settlement: Sale of an existing life insurance policy in response to a diagnosis of a terminal condition.

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A Life/Viatical Settlement Application is a formal request made by an individual or entity to sell their life insurance policy for a lump sum payment, typically used by individuals with terminal illnesses or significant health issues.
Individuals who wish to sell their life insurance policy, particularly those diagnosed with terminal conditions or serious health issues, are required to file a Life/Viatical Settlement Application.
To fill out a Life/Viatical Settlement Application, individuals need to provide personal information, details about the policy, medical records, and any other supporting documentation required by the buyer or settlement provider.
The purpose of the Life/Viatical Settlement Application is to initiate the process of transferring ownership of a life insurance policy in exchange for a cash settlement, which can provide financial support to the policyholder.
The information that must be reported on a Life/Viatical Settlement Application includes the policyholder's personal and contact information, insurance policy details, the reason for the settlement, and medical information relevant to the individual's health status.
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Relevant keywords

Life Settlement Viatical Settlement Insurance Application Medical Information Personal Information Policy Owner Beneficiary Broker Agreement Health Information Financial Disclosure

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