Settlement Quote Sheet
State in which client resides
What type of settlement?
Car
accident
Personal
injury
Wrongful
death
Other,
please explain
Was this work related?
Yes
No
If Yes, then Beneficial Brokers can
NOT complete
this settlement.
If No, then please continue to the next question.
Have you sold payments before?
Yes
No
If Yes, to what company?
What payments?
How are the payments paid out?
Monthly
Quarterly
Annually
Combination
Monthly payment amount?
Paid on what day of the month?
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