Claim Form 1
Claim Form 1
Date
departure we asked the travel agent to cancel the trip.
Do you have any other travel insurance that may provide coverage for this claim? Yes No If yes, please identify the name of
the travel insurance company:
** If you are claiming an amount for unused Airfare, do you plan on using the tickets within 1 year from the issue date? Yes No x
Section 3 - Declaration
Please proceed to page 2 of this form and read the appropriate fraud notice for your state of residence. After reading, please sign
and date the Claim Form Fraud Statement and send it to us with your claim submission.
NOTE: Submissions will not be considered complete without a signed Claim Form Fraud Statement.
I have read the foregoing Claim Fraud Notice for my state of residence and the answers on this claim form are true and
complete according to the best of my knowledge and belief.
_____________________________________ __________________
Signature of Planholder Date
What is the exact date that symptoms first appeared? When did the patient first consult you for this condition?
List all dates that you provided treatment for this condition:
Did you advise the trip be cancelled or interrupted due to the patient’s medical condition? Yes No If yes, please explain:
Has the patient ever had the same or similar condition? Yes No If yes, what was the date?
Is this condition a complication of an underlying condition? Yes No If yes, please list all dates you provided treatment for this
condition.
Was this patient referred to you by another physician? Yes No If yes, what was the date referred?
Was the patient hospitalized? Yes No If yes, please provide the name of the hospital.
Was this an emergency room admission? Yes No Date Admitted Date Discharged
Please note: All of the above requested information is necessary for the processing of the planholder’s claim. Any omitted
items will delay processing.
Specialty Fax #
Any person who knowingly and with intent to injure, defraud or deceive any insurance company, files a statement of claim containing
any false, incomplete, or misleading information may be guilty of a criminal act punishable by law.
I have read the forgoing and the Claim Form Fraud Statement on page 2 of this form and the above answers are true and complete
according to the best of my knowledge and belief.
____________________________________________ ______________
Signature of Physician Date
For residents of all states other than those listed below: Any person who knowingly presents a false or fraudulent claim for
payment of a loss or benefit or knowingly presents false information in an application for insurance is guilty of a crime and may
be subject to fines and confinement in prison.
Arizona: For your protection Arizona law requires the following statement to appear on this form. Any person who knowingly
presents a false or fraudulent claim for payment of a loss is subject to criminal and civil penalties.
Alaska and Kentucky: Any person who knowingly and with intent to defraud any insurance company or other person files a
statement of claim containing any materially false, incomplete or misleading information or conceals, for the purpose of
misleading, information concerning any fact material thereto commits a fraudulent insurance act, which is a crime and may be
prosecuted under state law.
California: For your protection California law requires the following to appear on this form: Any person who knowingly presents
a false or fraudulent claim for the payment of a loss is guilty of a crime and may be subject to fines and confinement in state
prison.
Colorado: It is unlawful to knowingly provide false, incomplete, or misleading facts or information to an insurance company for
the purpose of defrauding or attempting to defraud the company. Penalties may include imprisonment, fines, denial of insurance
and civil damages. Any insurance company or agent of an insurance company who knowingly provides false, incomplete, or
misleading facts or information to a policyholder or claimant for the purpose of defrauding or attempting to defraud the
policyholder or claimant with regard to a settlement or award payable from insurance proceeds shall be reported to the Colorado
division of insurance within the department of regulatory agencies.
Florida: WARNING: Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of
claim or an application containing any false, incomplete, or misleading information is guilty of a felony of the third degree.
Idaho: Any person who knowingly, and with intent to defraud or deceive any insurance company, files a statement of claim
containing any false, incomplete, or misleading information is guilty of a felony.
Maryland: Any person who knowingly or willfully presents a false or fraudulent claim for payment of a loss or benefit or who
knowingly or willfully presents false information in an application for insurance is guilty of a crime and may be subject to fines
and confinement in prison.
New Hampshire: Any person who, with a purpose to injure, defraud, or deceive any insurance company, files a statement of
claim containing any false, incomplete, or misleading information is subject to prosecution and punishment for insurance fraud,
as provided in RSA 638:20.
New Jersey: Any person who knowingly files a statement of claim containing any false or misleading information is subject to
criminal and civil penalties.
New Mexico and Pennsylvania: Any person who knowingly and with intent to defraud any insurance company or other person
files an application for insurance or statement of claim containing any materially false information or conceals for the purpose of
misleading, information concerning any fact material thereto commits a fraudulent insurance act, which is a crime and subjects
such person to criminal and civil penalties.
Oklahoma: Any person who knowingly, and with intent to injure, defraud or deceive any insurer, makes any claim for the
proceeds of an insurance policy containing any false, incomplete or misleading information is guilty of a felony.
Tennessee and Virginia: It is a crime to knowingly provide false, incomplete or misleading information to an insurance
company for the purpose of defrauding the company. Penalties include imprisonment, fines and denial of insurance benefits.
Texas: Any person who knowingly presents a false or fraudulent claim for payment of a loss is guilty of a crime
and may be subject to fines and confinement in state prison.
New York: Any person who knowingly and with intent to defraud any insurance company or other person files an application for
insurance or statement of claim containing any materially false information, or conceals for the purpose of misleading,
information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime, and shall also be subject
to a civil penalty not to exceed five thousand dollars and the stated value of the claim for each such violation.
Reason for Treatment: * If injury is a result of an accident please describe the accident:
x - Illness
- Injury *
Was a motor vehicle involved? Yes No x If yes, please list the names of the involved parties, insurance carriers and policy
numbers.
Was a police report filed? Yes No x If yes, please identify the Police Department where it was filed.
Section 3 – Authorization to obtain and disclose information in connection with a claim for benefits:
To all providers of medical or dental services or suppliers and their representatives:
For purposes of claims administration and audit, I authorize you to furnish Travel Insured International, Inc., (TII) or its representatives
performing business or legal functions, any information available about the medical history, condition and treatment of, including
information relating to mental illness and use of drugs and alcohol, to determine eligibility for benefit payments under the Plan/Policy
number identified above.
I authorize TII to use such information and to disclose it for the above purposes to its affiliates, underwriters and any agent acting
expressly on behalf of TII and to any person who has an authorization specifically permitting the disclosure. If there is potential
fraudulent activity such information may be disclosed to insurance support organizations, fraud information clearinghouses and to
governmental authorities as may be permitted or required by law.
I understand that any personal information or other information released in accordance with this Authorization may no longer be
protected by applicable federal and state privacy laws.
This authorization is valid for one year from the date below. I understand that I have a right to revoke this Authorization by providing
written notice to TII. However, this Authorization may not be revoked if TII or its representatives have taken action on this Authorization
prior to receiving my written notice. I further understand that this Authorization is voluntary and that my refusal to sign this Authorization
will not affect my treatment or eligibility for benefits. If I refuse to sign this Authorization, benefits may not be paid under the Plan/Policy
if additional health information is needed to determine my eligibility for benefits.
I agree that a facsimile of this Authorization shall be as valid as the original. I know that I have the right to ask for and receive a copy of
this authorization and to inspect the health information that I have authorized to be used or disclosed by this Authorization.
____________________________________________ ______________
Signature of Patient (Parent if patient is a minor) Date
This Trip Cancellation Checklist can be used to submit claims related to:
• Cancellation of an entire trip.
• Occupancy Upgrade, sometimes known as Single Supplement Upgrade.
• Postponement of a departure date.
The sections below outline the forms and documentation that we will need to review your claim. The
information in Section 1 must be provided for all claims. Based on the reason for the claim, you may also need
to provide documentation from one of the other sections of the checklist.
Reason for Claim Provide Documentation from:
Illness or Injury, Death, Other Section 1
Occupancy Upgrade (Single Supplement) Sections 1 and 2
Postponement of Departure Date Sections 1 and 3
2. Proof of Payment (How did you pay for the change fees?)
Check: Provide photocopies of the processed checks (front and back).
Cash: Provide photocopies of the cash receipts.
Credit Card: Provide photocopies of the section of the monthly credit card statements showing all
payments made for your travel arrangements.
3. Itemized Invoices
Provide a photocopy of the invoice showing the amount of change fees.
4. Did You Miss Pre-Paid and Non-Refundable Parts of Your Trip?
If yes, please contact us by phone or email and we will send you a Travel Coordinator’s Statement
that will need to be completed by your travel coordinator.
Fax: 860-430-2363
Email: [email protected]
Please do not use staples, tape or paperclips. Please do not return this checklist.
If you have questions about the forms or required documentation, please call us or send us an email. Our
Claim representatives are available to assist you Monday through Friday from 8:00am to 5:30pm.
This Medical Claim Checklist can be used to submit claims related to medical costs incurred for the emergency
treatment of an illness or injury that first manifested itself on a covered trip.
The sections below outline the forms and documentation that we will need to review your claim. The
information requested must be provided for all claims.
Primary versus Excess Medical Coverage (Who do I file the claim with first?)
If your travel policy has excess medical coverage, you must file your claim with your primary health insurance
company first. If your primary insurer does not pay the entire amount of the claim, follow the instructions in the
checklist below and mail the forms and required documentation to Travel Insured at that time.
If your travel policy has primary medical coverage, follow the instructions in the checklist below and mail the
forms and required documentation to Travel Insured.
Fax: 860-430-2363
Email: [email protected]
Please do not use staples, tape or paperclips. Please do not return this checklist.
If you have questions about the forms or required documentation, please call us or send us an email. Our
Claim representatives are available to assist you Monday through Friday from 8:00am to 5:30pm.
Trip Departure Date Trip Return Date Initial Trip Deposit Date Date Incident Occurred
8/4/2015 9/1/2015 4/9/2015
Name and Address of Travel Coordinator Coordinator’s Phone # Coordinator’s Fax #
Coordinator’s Email
Do you have any other travel insurance that may provide coverage for this claim? Yes No . If yes, please identify the name
of the travel insurance company:
Do you have other medical insurance? Yes No Have you submitted a claim to your primary or supplemental insurance
carrier? Yes No
Primary Insurance Carrier Policy # Phone #
$ _____________ Total amount paid for all medical treatment received while on trip. (Enclose all invoices)
$ _____________ Total amount payable from sources other than Travel Insured. (Enclose all responses you received)
$ _____________ Total amount being claimed from Travel Insured International, Inc.
Was there previous treatment for these conditions prior to the purchase of our plan? Yes No If yes, when?
Name and address of physician who first treated the Physician’s Phone # Physician’s Fax #
condition.
Physician’s Specialty:
Name and address of other physician(s) who treated the Physician’s Phone # Physician’s Fax #
condition.
Physician’s Specialty:
Name and address of hospital (if hospitalized) Hospital Phone # Date Admitted
Date Discharged
Was an accident report filed for this incident? Yes No If yes, please provide a copy.
Section 4 – Declaration
Please proceed to page 3 of this form and read the appropriate fraud notice for your state of residence. After reading, please sign and
date the Claim Form Fraud Statement and send it to us with your claim submission.
NOTE: Submissions will not be considered complete without a signed Claim Form Fraud Statement.
I have read the foregoing Claim Fraud Notice for my state of residence and the answers on this claim form are true and
complete according to the best of my knowledge and belief.
_____________________________________ __________________
Signature of Planholder Date
Reason for Treatment: * If injury is a result of an accident please describe the accident:
- Illness
- Injury *
Was a motor vehicle involved? Yes No If yes, please list the names of the involved parties, insurance carriers and policy
numbers.
Was a police report filed? Yes No If yes, please identify the Police Department where it was filed.
Section 3 – Authorization to obtain and disclose information in connection with a claim for benefits:
To all providers of medical or dental services or suppliers and their representatives:
For purposes of claims administration and audit, I authorize you to furnish Travel Insured International, Inc., (TII) or its representatives
performing business or legal functions, any information available about the medical history, condition and treatment of, including
information relating to mental illness and use of drugs and alcohol, to determine eligibility for benefit payments under the Plan/Policy
number identified above.
I authorize TII to use such information and to disclose it for the above purposes to its affiliates, underwriters and any agent acting
expressly on behalf of TII and to any person who has an authorization specifically permitting the disclosure. If there is potential
fraudulent activity such information may be disclosed to insurance support organizations, fraud information clearinghouses and to
governmental authorities as may be permitted or required by law.
I understand that any personal information or other information released in accordance with this Authorization may no longer be
protected by applicable federal and state privacy laws.
This authorization is valid for one year from the date below. I understand that I have a right to revoke this Authorization by providing
written notice to TII. However, this Authorization may not be revoked if TII or its representatives have taken action on this Authorization
prior to receiving my written notice. I further understand that this Authorization is voluntary and that my refusal to sign this Authorization
will not affect my treatment or eligibility for benefits. If I refuse to sign this Authorization, benefits may not be paid under the Plan/Policy
if additional health information is needed to determine my eligibility for benefits.
I agree that a facsimile of this Authorization shall be as valid as the original. I know that I have the right to ask for and receive a copy of
this authorization and to inspect the health information that I have authorized to be used or disclosed by this Authorization.
____________________________________________ ______________
Signature of Patient (Parent if patient is a minor) Date