The Process

Unlocking Value

Structured settlements often result from personal injury cases, providing long-term security through periodic payments. However, life changes, and sometimes immediate liquidity is required to buy a home, start a business, or handle medical needs.

Selling these payments requires strict adherence to state and federal laws. The paperwork is extensive and precise.

We partner with factoring companies, attorneys, and annuitants to ensure the transfer documents are executed flawlessly, satisfying both the insurance carriers and the presiding judges.

The Package

Critical Components

Settlement transfer packages can exceed 50 pages of legal disclosures.

We know exactly where to sign, initial, and notarize.

Disclosure Statement

Mandated by law, this document outlines the exact amount being sold, the discount rate, and the net amount you will receive. We ensure you have received and reviewed this.

Transfer Agreement

The primary contract between the seller (annuitant) and the funding company. It details the rights being assigned. Signatures must be exact match to the name on the policy.

Independent Advice

Many states require an "Affidavit of Independent Professional Advice" proving you consulted a lawyer or CPA. We notarize this critical sworn statement.

Spousal Consent

If you are married, your spouse often must waive their interest in the payments. We verify their identity and signature alongside yours.

Court Petition

The formal request to the judge to approve the sale. We notarize your verification that the facts in the petition are true.

Patriot Act Forms

Standard KYC (Know Your Customer) forms requiring two forms of ID. We validate and record your identification to satisfy federal regulations.

Patience & Precision

Structured settlement packages are voluminous and can be intimidating. Our "White Glove" notaries are trained to walk you through the package patiently, ensuring no signature is missed.

We Take Our Time

We allocate extra time for these appointments. We never rush you through life-changing financial documents.

Professional Representation

For funding companies, we act as your professional face in the field, ensuring your client feels valued and respected.

Strict Compliance

We understand that one error can delay court dates by months. We double-check everything.

Secure Your Funding

Whether you are an annuitant or a funding company, rely on the Gold Standard for your transfer documents.

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