New assignment

Submit your documents.

Drag and drop the signed assignment, the certified death certificate, a copy of the policy or carrier letter, and the funeral contract. We accept PDF, JPG, PNG, HEIC, and TIFF, up to 25 MB per file.

Preview only. Storage backend isn’t connected yet, so files selected here aren’t actually uploaded. To submit a real assignment, call (713) 816-1974 or email it to your funding officer.

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Signed assignment of benefits

Director’s Funding Source named as payee. Original signature from the beneficiary or authorized representative.

Certified death certificate

One certified copy. Carrier may request additional copies for high-value policies.

Policy or carrier letter

Policy number, face amount, and beneficiary designation visible.

Funeral contract

Itemized statement of services with the family’s signature.