Magna Forms and Materials

Submissions Forms—Required To Sell Policy

Please note that the following forms are for informational purposes only and not for individual use. Please contact Magna to receive state-approved life settlement forms.

• Life Settlement Case Submission Agreement (1919 downloads)
• Verification of Coverage (1748 downloads)
• Magna Broker Application (1805 downloads)
• Magna HIPAA Form (1730 downloads)

If NY, CA, or IL resident, add this form:

• NY, CA, IL — Consent to Disclosure (1669 downloads)

Retained Death Benefit (RDB) Materials

Download these forms to learn more about how you can sell your policy but keep some of your insurance coverage.

• RDB — Brochure (3279 downloads)
• RDB — FAQs (5944 downloads)

Reference

Download these forms to read more about our submission and closing process.

• Case Submission Parameters (1723 downloads)
• Tips for Faster Closings (1747 downloads)
• Tips for Successful Submissions (1644 downloads)

Closing a case with us? Download this checklist to avoid delays.

• Life Settlements Contract Checklist (1822 downloads)