Get Application For Licensure As A Viatical Settlement ...

This guide provides a detailed overview of how to fill out the Application for Licensure as a Viatical Settlement Provider online. It is designed to assist users through the various sections of the application, ensuring a smooth submission process.

Follow the steps to complete your application effectively.

1. Press the ‘Get Form’ button to secure the application form and open it in a suitable online editor.
2. Carefully complete the Application Cover Sheet. Ensure you provide accurate information about the applicant's name, physical and mailing address, and organizational status (e.g., LLC, corporation).
3. Provide the Federal Employer Identification Number or Social Security Number if applicable. Make sure to include contact details, including phone and email addresses.
4. Address all items listed on the Viatical Settlement Provider Licensing Application Checklist. Each item needs thorough responses and supporting documentation if required. If an item is not applicable, clearly explain why.
5. Attach supporting documentation such as the applicant's charter, bylaws, financial statements, certifications of good standing, and any required legal forms.
6. Number your responses and documents according to the Checklist item numbers for organization, and ensure each page is numbered consecutively.
7. Review all completed fields and ensure that all required certifications are signed and dated by the appropriate individuals within the applicant organization.
8. Once satisfied with the application, save the changes. You may now download, print, or share the completed form as needed.

Complete your documents online and submit your application to become a licensed viatical settlement provider.