Case Referrals
Please complete our online referral form or download the documents and fax or mail back to us.
The following information is needed for completion of a Medicare Set-Aside Allocation?
In order to complete your Medicare Set-Aside Allocation report we will need:
- First Notice of Injury/Loss
- Last 2-3 years of medical payouts
- Last 2-3 years of medical records
- Any medical documents stating Maximum Medical Improvement
- Rated Age* (can be obtained from MSA Settlement Solutions)
- Completed Referral Form (online, fax, mail)
- Life Care Plan/Medical Cost Projection (if available)
- Pharmacy Summary (if available)
- Court orders (if applicable)
- Estimated settlement amount
- Claimant’s Medicare or Social Security Disability status
A confirmation e-mail will be sent. If a confirmation e-mail is not sent within 24 hours please contact us.








