Overview
Purpose
- Restate settlement amounts and coverage buckets.
- Note conditions, releases, and timelines.
- Outline next steps for payment and closing the claim.
Quality checklist
Ready-to-send
- Confirm who will sign and their authority.
- List contingencies, holdbacks, or conditions.
- Provide wiring or payment instructions.
- Set expectations for release and payment dates.
What to include
Use these pieces to keep the settlement and negotiation letters packet complete.
Core documents
Build the file
- Settlement confirmation letter.
- Release draft or agreement.
- Payment instruction sheet.
Supporting proof
Evidence to attach
- Payment ledger or summary.
- Tax forms such as W-9 if needed.
- Proof of authority to sign for the insured or entity.
Delivery notes
Keep it moving
- Send for signature using e-sign or certified mail.
- Request payment remittance detail and timeline.
- Track issuance and receipt of funds.