PLEASE INCLUDE PHOTOCOPIES OF THESE DOCUMENTS FOR BOTH INSURED & POLICY OWNER IF OTHER THAN INSURED, WITH YOUR APPLICATION.

GLOBAL LIFE SETTLEMENTS WILL OBTAIN ITEMS 7 AND 8, BUT THE REST WILL HAVE TO BE OBTAINED THROUGH YOUR OWN EFFORTS.

Use this form to submit your documents:

  • Do not fill this form out if you're a solicitor.
  • YOU WILL BE RESPONSIBLE FOR OBTAINING AND SUBMITTING THE REMAINING DOCUMENTS.

    1. TWO FORMS OF GOVERNMENT ISSUED ID FOR EACH INSURED & POLICY OWNER
    2. INSURANCE POLICIES THAT ARE BEING CONSIDERED FOR SALE TO PROVIDERS AND INSTITUTIONAL 
      INVESTORS.
    3. TRUST DOC(S) OR CORP. DOC(S)
    4.  DIVORCE DECREE(S)
    5.  ANY BANKRUPTCY DISCHARGE(S)
    6. ALL PREMIUM FINANCE DOC(S)
    7.  CURRENT IN FORCE ILLUSTRATIONS FOR EACH POLICY CONSIDERED
    8.  MEDICAL RECORDS FOR THE LAST 5 YRS. FOR ALL INSURED.
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