Assura Trust was created exclusively to serve individuals, families, and organizations engaged in the resolution of injury claims.
Assura Trust
support@assuratrust.com
877-257-5017
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• Consultant/Case Manager Checklist | A reference document for your use.
• Sold Case Confirmation Form | Please complete and return with a copy of the final illustration, annuity quote and CSA (if applicable).
• Customer Identification and Verification Form | Must be completed, signed and returned with a valid form of ID before funding is requested.
• Fee Allocation Agreement Form | To be completed and signed by Consultant and agency.
• Application | Can be returned with executed settlement package.
• Application Addendum | Addendum to GSS Application.
• ACH Authorization Form
• Beneficiary Designation Form
• Name-Address Change Form
• Hold Harmless Agreement
• Special Needs Trust Fee Schedule Form
• Management Agency Fee Schedule Form
• W9
• Funding Instructions | Notify Assura of funding being sent.
• ASC – W-8BEN-E | Used instead of W9.
• Vanguard NQAR – Claimant Version
• Vanguard NQAR – Plaintiff Version
• Vanguard NQAR – Lump Sum Version
• Vanguard NQAR – Multiple Lump Sums Version
• Vanguard NQAR – Attorney Fee Version
• Vanguard GSS Payee Agreement – Claimant Version
• Vanguard GSS Payee Agreement – Plaintiff Version
• Vanguard GSS Payee Agreement – Lump Sum Version
• Vanguard GSS Payee Agreement – Multiple Lump Sums Version
• Vanguard GSS Payee Agreement – Attorney Fee Version
• Settlement Agreement and Release – Claimant Version
• Settlement Agreement and Release – Plaintiff Version
• Settlement Agreement and Release – Plaintiff Version - SI
• Settlement Agreement and Release – with Highlighted GSS Language
• BLACKROCK NQAR – Claimant Version
• BLACKROCK NQAR – Plaintiff Version
• BLACKROCK NQAR – Lump Sum Version
• BLACKROCK NQAR – Multiple Lump Sums Version
• BLACKROCK NQAR – Attorney Fee Version
• BLACKROCK GSS Payee Agreement – Claimant Version
• BLACKROCK GSS Payee Agreement – Plaintiff Version
• BLACKROCK GSS Payee Agreement – Lump Sum Version
• BLACKROCK GSS Payee Agreement – Multiple Lump Sums Version
• BLACKROCK GSS Payee Agreement – Attorney Fee Version
• Commutation Language
• Convenience Language for Attorney Fees
• Court Order Language
• Beneficiary Paragraph Sample
• Growth Structured Settlement Overview
• Growth Structured Settlement Expanded Overview
• Growth Structured Settlement Expanded Overview (Spanish)
• Growth Structured Settlement Process Document
• GSS Program for Attorneys' Fees
• GSS Program for Claimants
• GSS Taxable Settlements
• Guidelines for Foreign Nationals
• Investment Management Account Overview
• Investment Management Account F.A.Q.
• Why Investors Choose Vanguard
• Who Is Assura Trust
• Reference Guide to Public Benefits Programs
• Special Needs Trusts Overview
• Settlement Management Trust Overview
• Settlement Options for Minors
• Settlement Management Trust F.A.Q
• Settlement Needs Trust Overview
• Trusts for MSAs