Sales & Service Forms

All forms may be submitted electronically. If you are unable to find what you are looking for, contact us at (800) 617-2861 or email the Structured Settlements team.


Attorney Fees

Attorney fee structured settlements are accepted on claimant cases that qualify for favorable tax treatment under I.R.C. Section 104(a)(1) or (2). We will accept stand alone structured attorney fees. For more detailed information, please visit the attorney fees section of our Underwriting Guidelines.

  • image of Attorney Fees Hold Harmless Agreement

    Attorney Fees Hold Harmless Agreement

    A completed form must be returned to United of Omaha with the sold proposal.

    RPD982 (PDF)
  • image of IRS Form W-9

    IRS Form W-9

    Must be completed by the Payee.

    IRS Form W-9 (PDF)
  • image of IRS Form W4-P

    IRS Form W4-P (optional)

    To be completed for tax withholding from periodic payments, if requested.

    IRS Form W4-P (PDF)