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1.877.725.2467 info@medivest.com

Precision Resolution Referrals

Precision Resolution New Case Resource Guide and Referral Form

Items that Medivest will need in order to prepare the Enrollment Package:

▢  MSA allocation report
▢  CMS approval letter (if applicable)
▢  SS#, phone number, and email (if available) of claimant/applicant

Your primary points of contact for on-boarding support:

Joe Anderson, Vice President of Business Development
Phone: 415-606-1332
Email: janderson@medivest.com

Matt Cirincione, Sales Support Specialist
Phone: 877.725.2467 x7012
Email: mcirincione@medivest.com

Instructions for mailing MSA initial seed and annuity payment checks:

Make checks payable to Medivest Benefit Advisors, Inc. FBO (applicant name).

Send regular mail to:
P.O. Box 23910
Santa Barbara, CA 93121

Medivest’s Tax ID number: 77-0445397

Overnight shipping address:
8 East Arrellaga Street
Santa Barbara, CA 93101

Reference Materials

Medivest Resource Guide (click to download). Contains the following :

1) MSA Professional Administration Frequently Asked Questions

2) New Member Flyer

3) Medical Custodial Account Flyer

4) Benefits of Professional Administration Explanation

5) Professional Administration New Case Resource Guide

Reference Videos