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DOCUMENT UPLOAD

Submitting Client Financial Documents

Congratulations on submitting a great premium financing case with us. The next step is to fill out this form and upload the clients financial documents below.

What kind of case is this? *

Policy Ownership *

Type of collateral *

Advisor Last Name

Advisor Phone *

Advisor Email *

Advisor First Name

Client First Name *

Client Last Name *

Client Email

Client Driver's License *

Insured #2 First Name

Insured #2 Last Name

Insured #2 Email

Insured #2 Driver's License

Name of entity that owns policy *

Business Entity Type *

Signing Authority Officer Driver's License *

Officer with Signing Authority First Name *

Officer Last Name *

Officer Email *

Officer Phone *

Name of Trust *

Trustee's First Name *

Trustee's Last Name *

Trustee's SS# *

Trustee's Phone

Trustee's Email *

Trustee's Driver's License *

Trust Document

Personal Financial Statement *

Operating Agreement (if LLC) or Articles Of Incorporation (if S-Corp or C-Corp) *

Corporate Balance Sheet (if entity IS an operating business)... or Officer's Personal Financial Statement (if entity is NOT an operating business) *

Most Recent Tax Return *

(If policy is business owned, use corporate tax return)

2nd Most Recent Tax Return *

Bank/Investment Account Statement that client is using for collateral if collateral is required for 1st year

Address Of Property Using As Collateral *

Mortgage Balance On Property Posting As Collateral *

Most Recent Mortgage Statement of Property Using As Collateral (if current mortgage debt exists) *

Inforce Carrier Illustration run at Max AG-49 Index Credit *

Inforce Carrier Illustration run at 0.00% (or 1.00% if that is the lowest index credit illustratable) *

Most Recent Lender Term Sheet *

Lender Credit Application *

Title Deed - Evidence Of Ownership *

Most Recent Property Tax Bill *

Copy of Home Owner's Insurance Policy *

Most Recent Premium Financing Lender Loan Balance Statement *

Current Loan Balance *

Current Cash Surrender Value of Policy *

Estimated Gap Collateral Required By Current Lender *

Current Balance Of Account Using For Collateral *

Anything you'd like to share with us?

Event ID

DOCUMENT UPLOAD

Submitting Client Financial Documents

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