FORMS

TAX FORMS:

​Please note that the forms provided on this page are a courtesy.  Please refer to https:www.irs.gov/forms-pubs to be sure you are using the most current version of any forms required to be submitted.

Form: W-9;  IRS Instructions

Form: W-8BEN;  IRS Instructions for W-8;   IRS Instructions for W-8BEN


PHT FORMS:

Abandonment Form

Confidentiality and Non-Disclosure Form

Network Resources Access Form

THIRD PARTY VENDORS

The following vendors are familiar with various aspects of this matter.  These vendors either: (i) currently represent one or more Continuing Fraction Holders, PHT Beneficiaries or IRA Partnership members;  or (ii) have represented a desire and willingness to assist them in administering their assets.  These vendors are independent third parties and are listed here solely for your convenience and ease of reference.  Their reflection on this site is not an endorsement or a recommendation.

IRA Custodians

Liberty Trust:   http://www.libertytrustco.com/

STRATA Trust Company.: https://www.stratatrust.com/special-offer-for-lpi-pht-ira-investors/

Valuations

Lewis & Ellis:   http://lewisellis.com/about-us/our-team/s-scott-gibson

Life Settlement Evaluators:   https://lifesettlementevaluators.com/

LINKS OF INTEREST

Creditors' Trust

U.S. Securities and Exchange Commission - www.sec.gov

SEC Investor Bulletin on Life Settlements - www.sec.gov/investor/alerts/lifesettlements-bulletin.htm

SEC Releases Report of the Life Settlements Task Force - www.sec.gov/news/press/2010/2010-129.htm​​

Forms Page Last Updated: August 8, 2017

​​​LIFE PARTNERS POSITION HOLDER TRUST