What to expect
A clear, guided process
After you submit this form, the rest of the process is structured and simple. Here’s what happens next.
- 1Offer agreement
After submission, you’ll receive your claim offer agreement to review and sign.
- 2Upload proof documents
Once signed, you’ll receive a secure link to upload your proof documents.
Proof documentsPlease upload clear photos/scans.
Standard documents- Driver’s License or State ID
- W2, Tax Return, or Social Security Card
If executor or beneficiary- Death certificate of the original claimant
- Will or power of attorney showing legal authority over the estate
TipHaving these ready helps prevent delays and reduces back-and-forth.
- 3Online notary session
After documents are received, you’ll get a link to join a live online notary session. It typically takes about 5 minutes.
- 4Updates + welcome call
After notary completion, you’ll receive automated status updates and a welcome call from our team to answer any questions.
Most important
Use a valid email and a 10-digit phone number so we can deliver links and updates without delays.