C & J Financial : an affiliate of Security National Life Ins. Co.
C & J Financial, LLC
Forms for Download
Immediate Approval Fact Sheet -This form is to be used to request a case be considered for funding. This form provides us the necessary information with which to start verifying information on the particular policy(s).
Irrevocable Assignment/Reassignment - The top portion (Assignment) of this form is to be filled out and signed by the beneficiary(s) assigning the benefits to the funeral home or cemetery. The bottom portion (Reassignment) of this form is to be filled out and signed by an authorized representative of the firm reassigning the benefits to C&J. Both signatures need to be notarized.
Irrevocable Assignment/Reassignment (multiple beneficiaries) - This assignment can be used when you have multiple beneficiaries on the same insurance policy. You can include up to four beneficiaries on this one assignment. C&J will require current addresses and telephone numbers on all beneficiaries included on this assignment prior to funding.
Claim Form Library - C&J's claim form library consists of hundreds of specific insurance company claimant statements. Please have the beneficiary(s) complete and sign the proper insurance company claim form related to their policy. If the specific company’s form that you need is not available call our office at 800.785.0003 to see if that company requires one or if we might have one available.
Direct Beneficiary Assignment - In the event the funeral home is the named beneficiary of the insurance proceeds, the funeral home may simply complete this form instead of the Irrevocable Assignment/Reassignment form.
Lost Policy Affidavit - In the event the insurance policy is lost or destroyed some insurance companies may require the beneficiary sign a Lost Policy Affidavit.
Small Estate Affidavit - If the primary beneficiary and contingent beneficiary of the policy are deceased, a small estate affidavit will need to be filled out by the surviving family. Some insurance companies require their own affidavit; other will take this generic one. Have all immediate family members sign a small estate affidavit if the beneficiaries are deceased.
Claim Disbursement Request - If you would like for C&J to pay a beneficiary or other vendor directly out of your assignment please complete this form with your instructions.
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