Get Started

1
Step: Insurance Assignment Case Start-Up

Each Life Insurance Assignment begins with our Case Start-Up Form. We use this form to verify the policy and assignment amount so you can get funded. Simply click the link below to open the PDF document, then SAVE the file to your computer to print and fill out.
Click to Download: Case Start-Up Form

2
Step: Insurance Assignment Form

Complete the Assignment / Re-assignment Form. Send this completed form along with the Death Certificate and the Claim Form to us by fax or email along with the Case Start-up Form. These documents are required for us to fund your case. Simply click the link below to open the PDF document and then SAVE the file to your computer to print and fill out.
Click to Download: Assignment Re-assignment Form

3
Step: Receive Your Assignment Funds

We immediately fund your Assignment upon verification and receipt of your documents listed in Step 1 and Step 2 above.  For your convenience below is a link to our ACH/Wire Form which you will only need to complete 1 time.  Simply click the link below to open the PDF document and then SAVE the file to your computer to print and fill out.
Click to Download (complete only 1 time) : ACH/Wire Form

That’s it. Fax or Email these documents and we will Fund your insurance assignment. It’s that easy!

4
Final Step:  Fed-X Us All Original Documents (Insurance Assignment, DC, Claim Form)

We require the following ORIGINAL DOCUMENTS to be Mailed to us to finalize each assignment.

Click to Download: Check List of Original Forms to be mailed

Original Documents that are Required to be Mailed to Us.
– Assignment / Re-assignment (signed & notarized)
– Certified original death certificate
– Claim form or claimant statement
– Funeral invoice

We appreciate receiving your documents.  Our partnership depends on us funding you FAST and you returning the necessary forms FAST.