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AF Group Professional Administration 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:

Scott Mattingly, Director of Sales – East
Phone: 704-402-7227
Email: smattingly@medivest.com

Matt Cirincione, Sales Support Specialist
Phone: 877-725-2467 x 7012
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 or overnight mail to:
4250 Alafaya Trail
Suite 212-322
Oviedo, FL 32765

Fees: One-time flat fee of $950 for all MSAs

Medivest’s Tax ID number: 77-0445397

Reference Materials

Medivest Flyer Pack (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) AF Group Onboarding Guide

Reference Videos


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