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New Funding Intake Form
Attorney Questionnaire
Attorney Questionnaire (workers comp cases only)
Structured Settlement Worksheet
Attorney Advance Form
Structured Settlement Payments Worksheet
Client Information
Date:
Name:
Address:
City:
State:
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Marianas Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Virgin Islands
Washington
West Virginia
Wisconsin
Wyoming
Zip:
Phone Number:
Date of Birth:
Marital Status:
Married
Divorced
Single
Did payment result from a Workers Compensation Claim?
Yes
No
Is payment a disability policy?
Yes
No
Were you a minor when the case was settled?
Yes
No
Insurance Co. Making Payments:
Payment Information
Payment Type:
Monthly
Annual
Semi-Annual
Every 5 years
Other (explain below)
Other explanation:
Gross Payment Amount:
Tax deductions:
Other deductions from gross:
Frequency of payments (number of months or years):
Date of next anticipated payment:
Is the settlement a worker's compensation award?
Yes
No
Does the settlement involve child support payments?
Yes
No
Additional Comments - Please use this area to provide additional information.
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