Life Settlement Brokers and Providers may use the form templates provided on the links below to comply with the forms filing requirements stated in Section 10113.2 of the California Insurance Code.

• Life Settlement Licensee Disclosure to Life Settlement Applicant
• Life Settlement Broker Disclosure to Owner and Insured
• Life Settlement Provider Disclosure to Owner
• Life Settlement Provider Annual Statement
• Verification of Coverage for Life Insurance Policies
• Appointment of Agent for Service of Process

Additional Life Settlement Provider Forms

• Individual Affidavit
• Live Scan Service Request