• Life Settlement Questionnaire

  • Image-344
  • I hereby represent and warrant that any and all information provided by me in this questionnaire is true and correct as of the date hereof. I hereby affirm my understanding that LSA, any of its affiliates, and/or any of their respective directors, officers, employees, agents, independent contractors, service providers or other authorized representatives (each, and "Indemnified Person") will be relying on the statements and responses made by me in this questionnaire, and I agree to hold each Indemnified Person harmless and agree to indemnify each Indemnified Person from and against any loss, liability, expense, claim or demand arising out of or in connection with any such statement or response.

    This form requires you to fill in certain fields with sensitive client data. If you wish to continue, please click I Agree below.

  • Part A: PRIMARY CONTACT

  • Part B: POLICY INFORMATION

    Life Insurance Policy Information (Please attach additional page(s) for more than one policy)
  •  / /
  • Policy Owner(s) Information (Please attach additional page(s) for more than one owner)

  • Part C: INSURED LIFESTYLE INFORMATION

    (Please attach additional application for second insured)
  •  / /
  • Part D: MEDICAL HISTORY, CONDITIONS AND TREATMENTS

    In the past five years, have you been diagnosed with or treated for any of the following conditions? (Please check all that apply and provide details)
  • Health screen history (if known)
    Blood pressure:   *   , Cholesterol:   * ,  Blood Sugar:   *,  
    Ejection Fraction:   *

  • SPECIFIC DETAILS

    For any condition checked in Part D, please provide full details including diagnosis, date of diagnosis, date last treated, type of treatment(s) received, results, and additional details. (Attach additional page(s) if necessary)
    • (Disease or disorder of the heart) Specific Details 
    •  / /
    •  / /
    • (Circulatory or blood vessel disorder) Specific Details 
    •  / /
    •  / /
    • (Cancer) Specific Details 
    •  / /
    •  / /
    • (Immune system disorder) Specific Details 
    •  / /
    •  / /
    • (Disease or disorder of the digestive system) Specific Details 
    •  / /
    •  / /
    • (Infectious disease) Specific Details 
    •  / /
    •  / /
    • (Disease or disorder of the lungs or respiratory system) Specific Details 
    •  / /
    •  / /
    • (Genitourinary problems, disease or disorder) Specific Details 
    •  / /
    •  / /
    • (Abnormality of the blood, platelets or blood forming organs) Specific Details 
    •  / /
    •  / /
    • (Bone, joint or nerve abnormality, injury or accidental fall) Specific Details 
    •  / /
    •  / /
    • (Neurological disorder) Specific Details 
    •  / /
    •  / /
    • (Mental or nervous disorder) Specific Details 
    •  / /
    •  / /
    • (Alcohol and/or drug use) Specific Details 
    •  / /
    •  / /
  • Part E: FAMILY HISTORY AND PRESCRIPTION MEDICATION

  •  
  •  
  •  
  •  
  • Part F: PHYSICIAN INFORMATION

  • 1. Primary Care Physician

  •  / /
  • 2. Specialty Care Physician(s)

    List those who have treated you in the last five years
    • Specialty Care Physician 1 
    •  / /
    • Specialty Care Physician 2 
    •  / /
    • Specialty Care Physician 3 
    •  / /
    • Specialty Care Physician 4 
    •  / /
  • I hereby acknowledge that LSA may provide this questionnaire and any and all information provided herein, including my personal and/or heath related information to LSA's affiliates, as well as non-affiliated contracted parties, for the purpose of evaluating and qualifying for a life settlement, one or more life insurance policies under which my life is insured.

    I hereby represent and warrant that any and all information provided by me in this questionnaire is true and correct as of the date hereof. I hereby affirm my understanding that LSA, any of its affiliates, and/or any of their respective directors, officers, employees, agents, independent contractors, service providers or other authorized representatives (each, and "Indemnified Person") will be relying on the statements and responses made by me in this questionnaire, and I agree to hold each Indemnified Person harmless and agree to indemnify each Indemnified Person from and against any loss, liability, expense, claim or demand arising out of or in connection with any such statement or response.

  • Powered by Jotform SignClear
  •  / /
  • AUTHORIZATION FOR DISCLOSURE OF HEALTH AND POLICY INFORMATION (HIPAA COMPLIANT)

  • The undersigned insured (hereafter referred to as "I", "me" or "my"), authorize the disclosure of my protected health information as defined under the privacy regulations promulgated pursuant to the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), as follows:

    Permission to Obtain Information: I hereby authorize any health plan, physician, nurse, health care professional, hospital, clinic, laboratory, medical facility, insurance company, insurance support organizations (such as MIB, Inc or any other health care provider, individual, or institution (each, a "Provider") to provide Life Settlement Advisors, LLC, and/or any of its affiliates, directors, officers, employees, agents, independent contractors, service providers or other authorized representatives (collectively, "LSA") regarding a life insurance policy of which I am the owner or the insured, with any and all medical records and information as to the symptoms, examination, diagnosis, treatment and prognosis with respect to any physical or mental condition, including HIV/AIDS infections, sexually transmitted diseases, psychiatric conditions (excluding psychotherapy notes), and drug, alcohol, or tobacco abuse, of or relating to the insured.

    Disclosure, Inspection, and Copying of Records: This authorization allows for the disclosure, inspection, and copying of any and all records, reports, and/or documents, including any underlying data, regarding the care and treatments or hospitalization of the insured, including but not limited to, all testing materials completed by or administered to the insured, along with any and all medical charts, clinical or physician notes, memoranda, medical reports, x-ray reports, index cards, history notes, pictures, records and medical bills in your possession and control.

    Release of Policy Information: I understand and acknowledge that the information authorized for release may also include life insurance policy information, including but not limited to, applications, forms, riders and amendments concerning any life insurance policy under which my life is insured. I hereby authorize my insurance company to furnish LSA with any information herein described.

    Nature of Information Collected: I understand that the information collected under this authorization will be used by LSA for the distribution to insurance carrier(s) and settlement companies to evaluate my application to sell a life insurance policy of which I am the owner or the insured.I understand that life settlement providers, their medical underwriters, reinsurers or other entities which require health information in order to complete a life settlement transaction will use the information released or obtained pursuant to this authorization for the purpose of completing the sale of a life insurance policy of which I am the owner or the insured, and I hereby expressly authorize such use and disclosure of my information made under this authorization.

    Duration and Revocation: This authorization shall remain valid until, and shall expire on, the date one year following the date of my death, absent any provision of any applicable state statute or regulation to the contrary, in which event it shall remain valid for the maximum period permitted there under. I understand I have the right to revoke this authorization in writing, at any time, by sending a written notice of revocation to Life Settlement Advisors, LLC, 1950 East Greyhound Pass, Suite 18-339, Carmel, IN 46033. I understand that a revocation is not effective to the extent that any of my Providers have taken action in reliance upon this authorization prior to receiving notice of my revocation, or to the extent that LSA and the Carrier(s) have a legal right to contest a claim under an insurance policy or to contest the policy itself. I understand that this authorization is not a consent or an authorization requested by a health care provider, health care clearinghouse, or health care plan, and any information disclosed pursuant to this authorization may be subject to re-disclosure by the recipient and may no longer be protected by federal regulations governing privacy and confidentiality of health information (such as the HIPAA Privacy Rule). However, Life Settlement Advisors, LLC will protect the privacy of health insurance in accordance with other applicable state and/or federal privacy laws and its own privacy policy.

    By my signature below, I acknowledge that any agreements I have made to restrict my protected health information do not apply to this authorization and I instruct my Providers to release and disclose the entire medical record without restriction. This protected health information is to be disclosed under this authorization at my request, as permitted by 164.508(c)(1)(iv) of the HIPAA. I understand that my Providers may not refuse to provide treatment or payment for health care services because I refuse to sign this authorization. I further understand that if I refuse to sign this authorization to release my complete medical record, Life Settlement Advisors, LLC and the carrier(s) may not be able to process my application. I understand that I have a right to receive a copy of this authorization, and I agree that a photocopy or facsimile of this authorization shall be valid as the original. I also acknowledge receipt of Disclosure Notice to Applicants for Insurance. I certify that this authorization is written in plain language, and I am executing and delivering this authorization freely and unilaterally as of the date written below. If minor children are proposed for coverage, the above statements are made by the person authorized to act on their behalf.

  • This Authorization Signed at   *   , this   * ,  day of  *,  
    20   *

  • Powered by Jotform SignClear
  • Should be Empty: