Should you sell your settlement?

What will you do when someone approaches you to purchase your structured settlement from a personal injury?

Selling Your Settlement

What is your settlement worth?

Structured settlement pay-ments, annuity payments and prize winnings paid in the future can be accelerated via court order transfer for a lump sum of cash today...read more

 

Know the tax rules

The tax rules are different for sales of court settlements and for other types of sales. For example, the seller of a court ordered annuity generally is not taxed. However, the seller of life insurance in a life settlement will pay taxes on a portion of the sale proceeds...read more

Why Sell a Structured Settlement

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First, lets consider the type of structured settlement that might be sold. Generally, this settlement arises after a person is injured in an accident. He or she files a personal injury lawsuit and wins the case in court or through a settlement agreement (no trial). Many times, the injured party would receive his money through a structured settlement, receiving payments over a period of time in exchange for releasing the other party and their insurance company from further liability. Structured settlements are like bank certificates of deposit, or annuities, where you have the right to money but not right away. Instead, you will receive your money at on an agreed time schedule.

There are many good reasons for the injured party to settle in exchange for a structured settlement, instead of receiving a lump sum amount. Having a guaranteed periodic income may seem like the best arrangement at the time but sometimes circumstances change. For example, the individual may face unexpected financial needs, such as medical expenses, debts, new business opportunities, the need for a different home, or other pressing circumstances. In those situations, the person can sell his or her structured payments to a structured settlement purchaser in the business and get cash up front rather than over years to come.

Many states in the U.S. have laws that allow sales of structured settlements but with an eye to protecting the sellers (the party who was injured) so they are not taken advantage of. When a person wants to sell his or her structured settlement, the prospective seller contacts a possible buyer and sends to the buyer documentation about the insurance company's name and settlement payment plan. Based on this information, the buyer provides a free quote. Then an interested seller can send a copy of his structured settlement policy and the settlement agreement, for more detailed review by the buyer. The buyer will write an agreement to be signed by both the seller and the buyer. This agreement would next be submitted to the court for approval, along with an application for selling the structured settlement. The court reviews the application to decide if it is in the best interests of the applicant, and gives approval if appropriate. This court review is generally the buyer's responsibility. Typically this court process takes about 2 to 3 months, depending on the particular state's laws.

According to Federal and state transfer acts, only personal injury settlements can qualify as structured settlements. Workers compensation awards are treated differently and are not sold.

For prospective sellers of structured settlement, you need to proceed cautiously. The buyers are experts at this process, but you probably have never sold a structured settlement before. The court approval process can be an important part of your protection, and you should stay involved in this. In fact, for some people, it is better to keep the structured settlement in place for a guaranteed income, instead of selling the settlement and accepting a lump sum. While selling your structured settlement can help meet major financial needs, this is a serious matter and you should get your own legal advice.

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