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.

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

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.

Reference

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

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


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