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:
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.
Download these forms to read more about our submission and closing process.
Closing a case with us? Download this checklist to avoid delays.