Change of Ownership (Estate Form)

Beneficiary Designation (to be used ONLY to designate a beneficiary for a claim against the estate NOT for IRA beneficiary designations)

Change of Address Form (to be used ONLY to change a claimant's mailing address - CANNOT be used to change ownership of the claim)

Investor Questionnaire

Proof of Claim Form & Instructions - Retirement Value

Proof of Claim Form & Instructions -  Hill Country Funding



The following vendors are familiar with various aspects of this matter.  These vendors either: (i) currently represent one or more investors;  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:

Provident Trust:

IRA Services Trust Company:; 1-800-248-8447;

New Direction IRA:; 1-877-742-1270;

Hilltop Securities:; 1-800-678-3792                                                                   


Akerman LLP -

U.S. Securities and Exchange Commission -

Texas State Securities Board -


Other Links

EC Investor Bulletin on Life Settlements -

SEC Releases Report of the Life Settlements Task Force -