Life Insurance and Financial Services

Common Documents that may require Legalization (Documents for International Use)

Cross-Border Escrow Agreement

• Escrow agreements involving international transactions often require legalization through consular services.

Foreign Investment Authorization Document

• Authorizations related to investments in foreign countries usually need legalization for international validity.

Foreign Life Settlement Contract

• Similar to domestic life settlement contracts but intended for international use; legalization ensures they are recognized abroad however not always mandatory to legalize.

Global Commission Disclosure Statement

• While not always mandatory, having commission disclosure statements legalized can facilitate smoother international transactions.

Insurance Policy Certification

• Certification of an insurance policy for use abroad, which generally requires legalization through consular or embassy channels.

International Beneficiary Designation Form

• Forms designating beneficiaries in another country typically require legalization to ensure they are accepted internationally.

International Sales Contract Verification Document

• Verification documents related to international sales contracts typically require legalization.

Overseas Pension Transfer Request Form

• Requests for transferring pension benefits abroad generally need legalization for acceptance by foreign entities.

Power of Attorney (POA) for Financial Matters Abroad

• POAs granting authority over financial matters internationally often need legalization for recognition in foreign jurisdictions.

Disclaimer: Documents requiring Notarization may also require legalization (Apostille-Authentication) if they are to be used outside the United States. We are not licensed attorneys; we inform you for informational and educational purposes. If you seek legal advice, please contact a licensed attorney for legal advice.