Companies in the Life Settlement industry are now required by the IRS to send the 1099LS form. This local system tool allows a user to import policies from csv format (other customized formats available) and generate IRS 1099 PDF documents with the click of a button.

  • User will import policy data from a pre-determined csv format (other custom formats available).
  • User will be able to select which forms to generate. ( A, B, C, D )
  • User will be able to select which data to export ( allowing user to skip “optional” fields. )
  • PDF documents are created in a folder on the users desktop.
  • Single User License
  • Mac and Windows compatible
  • Requires FileMaker Pro application. ( single user license included )
  • Further customization available.