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
• Verification of Coverage
• Magna Broker Application
• Magna HIPAA Form

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

• NY, CA, IL — Consent to Disclosure

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
• RDB — FAQs

Reference

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

• Case Submission Parameters
• Tips for Faster Closings
• Tips for Successful Submissions

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

• Life Settlements Contract Checklist