menu trigger
menu trigger
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
