Submission Services provided by an
experienced MSA Attorney
Submission requires the following documents:
1. Completed Intake Form (Download
Form)
2. Signed CMS Consent to Release
(Download Consent)
3. Signed SSA Consent for Release
(Download Release)
4. General Release
(Download
Release)
5. Last 2-3 years of claim payment history
6. Last 2-3 years of medical records and reports from
treating and
consulting physicians
7. Pharmacy summary
8. Life Care Plan (if available)
9. Copy of Medicare Card
10. Copy of signed Settlement Agreement (proposed), including
proper
Medicare language
11. Method of administration of MSA allocation (self or
professionally)
12. Decision on funding MSA with lump sum or an annuity