Life settlement provider

Life settlement providers (LSP) buy existing life insurance policies at a discount of the policy’s benefit. The LSP keeps the policy in force to collect the benefit payout upon the insured person’s death, and must submit annual financial filing statements.

• Accessing the portal (PDF, 176KB)
• Portal menu options (PDF, 447KB)
• Filing out Page 1 of the annual statement (PDF, 276KB)
• Attaching documents to Page 2 of the annual statement (PDF, 570KB)
• Filing out Page 3 and submitting (PDF, 414KB)
• List of Washington life insurance policies purchased in 2021 (Word, 94.50 KB)
• 2021 Annual Statement Attestation (Word, 32.00 KB)
• List of Washington life insurance policy payment received in 2021 (Word, 78.00 KB)
• File annual statement
• 2021 Life Settlement Provider Annual Statement Instructions (PDF, 242.67 KB)