We have collected all of Trinity Funeral Funding insurance assignment forms and provided them to you in a single location for easy downloading and access. For your convenience, we created a Check List for you to follow when gathering documents for each insurance assignment claim. Please use this as a walk through to assist you with completing all required forms for each assignment.

Instructions: Click the link to each form below to open the PDF document. Then SAVE the file to your computer to print and fill out.

Case Start-up Form
Fast, easy form so we can get your policy verified today.

New Client and ACH Form
This is a one-time setup form for so we can deliver funds to your bank.

Assignment / Re-assignment Form
Complete, sign by beneficiary, sign by Director and document must be notarized

Lost Policy Affidavit Form
Only needed if the insurance policy is lost

Beneficiary Information Form
Only needed when claim form is not required by the insurance company

Original Forms Check List
This is your Check List to send to Trinity Funeral Funding the required Original Documents so you can close your case assignment.

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

FED-X or UPS documents to:  Trinity Funeral Funding, LLC, 180 Old Tappan Road – Building 2, 2nd Floor,  Old Tappan, NJ 07675

All of our assignment forms are in Adobe PDF formats. If you need the Adobe Acrobat Reader please click the download link button.