Quick Forms

The following 3 documents are required for funding. DFS will inform you of any other documents you will need to provide after funding.
Funding Request Form – Please fax this into 713-583-1300. The quicker we receive this the faster we can start processing your request.	Directors’ Funding Checklist – This form gives you a step by step overview of the Funding process. This is for you and is not required to be sent with the above 3 documents.
Assignment – Assigns the policy benefits from the beneficiary to the funeral home. (Contact us for an up-to-date form)	Optionally, if you have them, you should send us the claim form, any letters faxed to the funeral home you received while verifying benefits, and the death certificate for any pre-deceased beneficiaries. Sending us these documents will expedite your funding.
Reassignment – Assigns the policy benefits from the funeral home to Directors Funding Source. This document is signed by the funeral director and notarized.