Your journey timeline

We've created this timeline to help you understand the key milestones in your surrogacy journey and how your Plan supports you in your goal of growing your family.
Journey planning overview
Onboarding
1
~1st Trimester
2
~2st Trimester
3
Near Birth
4
After Birth
5
Onboarding
1
~1st Trimester
2
~2st Trimester
3
Near Birth
4
After Birth
5
Journey Timeline
Explore the five stages of your surrogacy journey and your Plan milestones
(for Plans with Medical+)
1
Onboarding
Parents
Send a copy of your passport(s)
Update/complete general journey information: e.g. agency, legal contacts, match / transfer date, etc.
Pay Fees
Take the “Welcome survey”
SurroPlans
Contract
Invoices for Plan
2
~1st Trimester
Parents
Confirm personal info: home address, phone numbers, etc.
Provide surrogate’s info
Review hospital(s) and network confirmation
Deadline for the final hospital network choice (network upgrade requests will be submitted for approval)
Pay Fees (if applicable)
SurroPlans
Confirmations (if applicable)
Addendums (if applicable)
Privacy Shield: Mailing address / US phone number / email address
ID card with Privacy Shield info
3
~2nd Trimester
Parents
Review and provide travel schedule to the US (if known)
Provide baby name and gender (if known)
Schedule and sign the Power of Attorney (Exhibit D in your agreement)
SurroPlans
Agent Agreement (Exhibit D)
4
Near Birth
Parents
Notify us of your baby's birth
Email/WhatsApp us about any potential medical issues
Send us any hospital contacts
SurroPlans
Membership Card (if applicable for your hospital network)
Medical debit card (if applicable)
Hospital paperwork (if provided)
5
After Birth
Parents
Focus on your baby
Alert us to any NICU/ Emergencies
Send us hospital discharge dates
Ask for pediatrics help (if included)
Send copies of baby docs (birth certificate, Social Security Number, US passport)
Pay deductible (if any, due as soon as 7 days after discharge)
Tell us how we did
SurroPlans
US passports (if applicable)
Social Security Numbers/Cards
Audits/ US annual filings/ education (if applicable)
Education on estate planning, wills/ trusts
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**Legal Disclaimer**  This page contains general information about internal processes which are subject to change without notice. The content provided is for informational purposes only and should not be construed as legal advice, an offer, guarantee, or modification of any contractual terms. Individual client contracts and terms of service govern all rights and obligations. Nothing herein creates an attorney-client relationship or constitutes a binding commitment, offer, or contract. This is not an offering of legal services, and we do not provide legal representation or act as a law firm or legal agency. Your actual process may differ from what is shown here. Please refer to your specific contract for applicable terms and conditions. Service availability varies by jurisdiction and specific client agreements.
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