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 (417 downloads)
• Verification of Coverage (365 downloads)
• Magna Broker Application (383 downloads)
• Magna HIPAA Form (349 downloads)

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

• NY, CA, IL — Consent to Disclosure (332 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 (575 downloads)
• RDB — FAQs (934 downloads)

Reference

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

• Case Submission Parameters (363 downloads)
• Tips for Faster Closings (363 downloads)
• Tips for Successful Submissions (336 downloads)

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

• Life Settlements Contract Checklist (403 downloads)