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About Us

AF GROUP REFERRALS


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:


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

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


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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