Get Form 3433vs

Filling out Form 3433vs is a streamlined process that can be completed online. This guide will provide you with detailed steps to ensure that you accurately complete the form and submit it as required.

Follow the steps to successfully complete Form 3433vs online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the insurance company in the designated field labeled 'Name of Insurance Company'.
3. Input the policy number in the field labeled 'POLICY NUMBER'. This ensures that the insurance company can identify the specific policy.
4. In the section titled 'SUBMITTED FROM', enter the name of the life settlement broker or provider responsible for submitting the form.
5. Fill in the address, telephone number, and contact title of the submitting party clearly.
6. Locate the 'POLICY OWNER’S AND INSURED’S INFORMATION' section. This section should be completed by the life settlement broker/provider. Begin with the policy owner's name, followed by their address, city, state, ZIP code, and tax ID or social security number.
7. Next, provide the insured's name and date of birth. If there is a second insured individual, include their name as well.
8. After ensuring all information is accurate, the insurer representative may place a checkmark in the box to indicate the information is correct. If there are corrections needed, make sure to provide that information throughout the form.
9. Finally, ensure that the policy owner signs the form in the designated signature area and include the date signed.
10. Review all entered information for accuracy and completeness. Once confirmed, save changes, and download or print the form as needed.

Complete Form 3433vs online today for a smooth and efficient experience!