Medicare Set-Aside Documents
As the two links on this page indicate, you can download the documents that will allow us to get started on your case. However, please be aware that the documents in each packet are very similar and that you do not need to download both packets. If you want to engage our services for an MSA allocation, then you will only need to download the Allocation Packet. Your Center representative will obtain any additional information as needed if you also want us to administer the allocation. If you want to engage our services for the administration of an allocation that we did not prepare, then you will only need to download the Administration Packet.