Funding Request Form
Please fax this into 713-583-1300. The quicker we receive this the faster we can start processing your request.
Quick forms
Download what you need to start a funding request.
Three forms are required to begin funding. Everything else on this page is optional or for your own reference. If you’re unsure which form applies to a case, call us before sending paperwork.
Required
The 3 documents required for funding
DFS will inform you of any other documents you will need to provide after funding.
Funding Request fax
713-583-1300
For the Funding Request Form. Other documents go to the general fax on the Contact page.
Assignment
Assigns the policy benefits from the beneficiary to the funeral home.
Reassignment
Assigns the policy benefits from the funeral home to Director's Funding Source. This document is signed by the funeral director and notarized.
Optional
Additional Documents
None of these are required to begin funding. The Checklist is for your reference; the affidavits and questionnaire are case-specific — download only the ones that apply.
You may also have other supporting paperwork — the claim form, any letters faxed to the funeral home while verifying benefits, or the death certificate for any pre-deceased beneficiaries. Sending these along expedites your funding; once your account is set up, you’ll be able to upload them directly from the client portal.
Director's Funding Checklist
A step-by-step overview of the funding process. This is for you. You do not need to send it back with the three required documents.
New Client Questionnaire
First-time client intake. Tell us about your funeral home so we can set up your account.
Same Name Estate Affidavit
Use when the deceased's name on the policy does not match the death certificate exactly.
Small Estate Affidavit
Use when the estate qualifies as a small estate under Texas Estates Code.
Lost Policy Affidavit
Use when the original life-insurance policy document cannot be located.
Not sure which form applies?
Call us before sending paperwork. We’ll walk you through exactly what your case needs.