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 (1930 downloads )
• Verification of Coverage (1752 downloads )
• Magna Broker Application (1812 downloads )
• Magna HIPAA Form (1757 downloads )

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

• NY, CA, IL — Consent to Disclosure (1670 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 (3305 downloads )
• RDB — FAQs (5967 downloads )

Reference

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

• Case Submission Parameters (1752 downloads )
• Tips for Faster Closings (1758 downloads )
• Tips for Successful Submissions (1661 downloads )

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

• Life Settlements Contract Checklist (1841 downloads )