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Referrals

PROFESSIONAL ADMINISTRATION REFERRALS


New Case Resource Guide & Referral In-Take


Contact Us

For onboarding support or questions please email Questions@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

Medivest’s Tax ID number: 77-0445397


Start A Referral

Reference Materials

  • Click to View
Click to View
Medivest Professional Administration Resource Kit  (click to download). Contains the following :

1) Medivest Benefits of Professional Administration – Applicant

2) New Member Brochure

3) Medivest Professional Admin Q&A

4) New Case Resource Guide

5) Medivest Professional Administration Services Brochure

6) Trust Advisor Service Brochure

7) Self Administration Kit Brochure


Reference Videos


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