Get Worksheet/checklist For Compromise Applications The Application And ... - Nycourts

Filling out the Worksheet/checklist for Compromise Applications is an essential part of obtaining approval for settlements involving infants or impaired persons. This guide provides an easy-to-follow approach, outlining each section of the form in a clear and user-friendly manner.

Follow the steps to accurately complete the Worksheet/checklist for Compromise Applications.

1. Press the ‘Get Form’ button to access the worksheet and open it in your preferred editor.
2. Begin with the court use only section, ensuring that you leave the index number box empty as instructed.
3. Fill in the date of application submitted, hearing date, and date order signed in the designated fields.
4. In the section for the infant/impaired person, enter their full name, residence address, age, and date of birth. You should also provide the date of injury.
5. If a structured settlement is involved, indicate the life expectancy in years and the rated age, if applicable.
6. Next, input the name of the petitioner and their relationship to the infant/impaired person, along with their residence and phone number.
7. Fill in the attorney of record details, including their address, phone number, fax number, and email address.
8. Provide the address and phone number of the attorney who will appear at the hearing.
9. In the proposed settlement cost section, include the details of the costs. If multiple defendants are contributing, explain the apportionment of settlement proceeds.
10. Indicate the proposed distribution of settlement proceeds, breaking down the amounts for counsel fees, legal disbursements, and other applicable costs.
11. Complete the proposed structured settlement section, detailing both the up-front amounts and total periodic payments for clarity.
12. Provide names for all parties involved in the transaction, including the plaintiff/payee, defendants, annuity owner, annuity issuer, and guarantor.
13. Check off the additional required settlement documents that apply to your application. Ensure they are appended where necessary.
14. In the affirmation and affidavit section, verify that all required statements are checked, providing necessary explanations where required.
15. Compile any medical reports or records, ensuring they describe the history, treatment, diagnosis, and prognosis.
16. If the infant is over 14, they must provide an affidavit acknowledging the statements made in the supporting documents.
17. Finally, after reviewing all sections for accuracy and consistency, save your changes, download the form, or print it for submission.

Complete the worksheet and submit your documents online to ensure a smoother application process.