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Monday - Friday 8am to 5pm EasternSaturday and Sunday - CLOSED877.725.24674250 Alafaya Trail, Suite 212-322Oviedo, FL 32765
MIDWESTERN INSURANCE ALLIANCE
Contact Medivest for Support on MSA Administration
Please provide the requested information below. For questions email SMattingly@medivest.com.
For Onboarding Support:
Scott Mattingly
Director of Sales – East
Phone: 704-402-7227
Email: smattingly@medivest.com
Cortney Perez
Sales Support Specialist
Phone: 877-725-2467 x 7014
Email: SMattingly@medivest.com
Send all mail to:
4250 Alafaya Trail, Suite 212-322
Oviedo, FL 32765
Items that Medivest will need in order to prepare the Enrollment Package:
▢ MSA allocation report
▢ CMS approval letter (if applicable)
Instructions for mailing MSA initial seed and annuity payment checks:
Make checks payable to Medivest Benefit Advisors, Inc. FBO (applicant name).
Send all 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
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) Midwestern Insurance Alliance Onboarding Guide
Reference Videos
Recent Posts
September 14, 2023
