Resources

MATA Resources & Referral

Reference Videos


What is a Medicare Set-Aside (MSA) Proposal?



A Medicare Set-Aside (MSA) Proposal is the “preferred method” to protect Medicare’s interest. Medivest explains what that means and answers other questions about MSAs.


Medivest Professional Administration



Professional Administration ensures Medicare’s future interests are protected in your settlements. Medicare Set-Aside professional administration is a proven tool to assure the settling parties remain in compliance with MSP obligations.


Items Needed to Activate a Pro Admin Account



Medivest Medicare Set-Aside Trust Advisor Services provides trustees confidence they are in compliance with the intent of the MSP Statute, and beneficiaries’ peace of mind their Medicare benefits will be protected.



Assessing Risk When Settling a Liability Claim



You must take Medicare’s interests into consideration when settling a liability claim for a Medicare beneficiary. Medicare helps explain the Medicare Secondary Payer Statute and why Medicare’s interests must be considered when settling a liability claim.


Welcome New Members: A Guide to Your Account



Welcome new and prospective Medivest members. This video will help explain how we will help manage your medical settlement funds, and handle all the paperwork for you.


Medivest’s Trust Advisor Service



Medivest Medicare Set-Aside Trust Advisor Services provides trustees confidence they are in compliance with the intent of the MSP Statute, and beneficiaries’ peace of mind their Medicare benefits will be protected.


Reference Materials

Product and Service Flyers


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Your Primary Onboarding Support:


Brian Schultz

Sales Director – Northeast
Phone: 862-312-6098
Email: bschultz@medivest.com

Cortney Perez

Sales Support Specialist
Phone: 877-725-2467 x 7014
Email: cperez@medivest.com


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