Exhibit D - Viatical Settlement Broker Report and Instructions - Illinois Transactions Only (Form VSB-002)
Current through Register Vol. 46, No. 15, April 8, 2022
Viatical Settlement Broker Report |
Calendar year |
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Viatical Settlement Broker's Name |
Illinois Transactions Only |
20____ |
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1 |
2 |
3 |
4 |
5 |
6 |
Viatical settlement provider's settlement number |
Contract date sold to viatical settlement provider |
Total net death benefit ($) |
Net amount paid to viator ($) |
Commission amount ($) |
Viatical Settlement provider's name |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Name of Preparer: ______________________________
Instructions for Viatical Settlement Broker Report - Illinois Transactions Only
Column |
|
1 |
List the settlement number, case number or unique identifying number used by the Viatical Settlement Provider (VSP) to identify the specific viatical settlement transaction. |
2 |
List the date the viatical settlement contract was sold to the VSP. |
3 |
List the total net death benefit. |
4 |
List the net amount (in dollars) paid to the viator. |
5 |
List the amount of commissions (in dollars) paid to all viatical settlement brokers involved in the transaction. |
6 |
List the name of the VSP involved in the viatical settlement. |
Notes
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