Contracts & Forms – The Abbit Management Corp.

Contracts & Forms

Need paperwork for a new or existing contract?

It’s all available right here.

Yes, there is some paperwork for a pre-need master trust. But don’t let that scare you. All the forms are available right here. Just complete and send them to us.

If you have any questions, please do not hesitate to call us at (800) 232-2179.

Sending Money to Abbit

Guaranteed Contract (legal document)
Non-Guaranteed Contract (legal document)
Itemization of charges (lists all services client will receive as part of contract)
Deposit Form (information about the account)
Federal Truth in Lending (speciﬁes time payment details)
ACH Form (Automatic Clearing House (setup form to facilitate payments from checking/savings accounts)
W-9 (tax document)
Irrevocable Certification

Receiving Money from Abbit

Death Claim Form (request funds for completion of contract)
Direct Deposit of Pre-Need Proceeds (request claims proceeds be deposited electronically)
Cancellation/Partial Withdrawal (request cancellation or withdrawal)
Provider Change Form (change from one provider to another)

General

Operational Procedures for Abbit Master Trust (“how to” guide)
Journal (sample form for tracking contracts)
Ledger (sample form for tracking contracts)
Insurance Trust Instructions
Irrevocable Transfer of Ownership
Dispute Resolution Disclosure Statement
Authorization Of Death Benefit Proceeds