FREE 34+ Claim Forms in PDF

Expenses are constantly increasing year by year. Things we need for our daily living are not becoming cheaper, which is why there are various financial aid programs that are offered by both the private and public sectors to help us with some of our expenses, like medical and travel expenses, and help us prepare for emergencies in the form of an insurance policy.

To claim such financial assistance, a Claim Form would have to filed with the corresponding organization or company that provides it. One example is the use of Social Security Disability Forms to file a disability claim with the Social Security Administration and receive income support.

Quit Claim Deed Forms

Blank Quit Claim Deed Form

Free Quit Claim Deed Form

Medical Claim Forms

Major Medical Claim

Medical Expense Claim

Private Medical Claim

Disability Claim Forms in PDF

Group Disability Claim Form

Disability Insurance Claim

Short Term Disability Claim

Disability Benefit Claim

Travel Claim Forms

Travel Insurance Claim

Sample Travel Claim

Common Users of Claim Forms

Business organizations: Claim Forms are widely used by various businesses and organizations worldwide. Because of its wide usage, there are a lot of formats and types available. One of the most common users of Claim Forms are business organizations and companies.
They can use Claim Forms for instances wherein their employees would incur business expenses or when their employees want to get financial assistance for medical expenses, which a company may or may not provide.

Educational institutions: Aside from businesses, Claim Forms are also widely utilized by educational institutions. It is not uncommon for a professor or student to have the need to travel to further his knowledge and professional growth. When the need to travel arises, the school or university may provide financial assistance for the travel expenses of the professor or student, given that the purpose of the trip will also ultimately benefit the school or university, or the community.
A student may also need a Travel Expense Claim Form for when he is requesting financial assistance from a non-profit organization or a grantor.

Insurance companies: Insurance companies also use Claim Forms in their daily dealings. People simply just do not want to push their luck when it comes to emergencies, which is why there are multiple types of insurance coverage provided in today’s market.

There are Accident Claim Forms, Travel Insurance Claim Forms, and other types of Claim Forms used by insurance companies. It is important to make sure that every claimant who files a claim is not committing insurance fraud, and one precaution to that is the use of Claim Forms to present every essential information and also to provide documents to substantiate the claim.

Health care facilities: There are also times when health care facilities use Claim Forms, specifically Health Insurance Claim Forms, when filing medical claims on behalf of their patients. They submit the claim to the patient’s health insurance provider so that they can be paid for the medical expenses that are covered under the patient’s insurance policy.

This is also important so that the health insurance company can determine how much of the medical expenses is not covered, and forward that amount to the health care facility for the patient to settle the balance directly with them. There may also be other Health Insurance Forms used for this process that you can check out.

These are only a few of the common users of Claim Forms. With each purpose and field of business of the user, the Claim Form varies. We have provided a lot of samples on this article that you can use to base your own Claim Forms from.

They are also free and easy to download to avoid the hassle of having to come up with your own forms. Using our pre-made Claim Forms can really allow you to save precious time and money that you could otherwise be using to focus on more productive processes in your business. If the forms here are not enough for you, you may also see our Free Claim Forms for more samples and information.

Medicare Claim Forms

Medicare Claim in PDF

Dental Claim Forms

Standard Dental Claim

Dental Expense Claim

Guardian Dental Claim

Universal Claim Forms

Universal Claim in PDF

Free Universal Claim

Small Claim Forms

Sample Small Claim

Small Claim Complaint in PDF

Insurance Claim Forms

Health Insurance Claim

Student Insurance Claim

Home Insurance Claim

Importance of Using Claim Forms

Substantiation: Claim Forms, like most forms, have instruction on how to go about filling them out and also on what documents have to be presented along with the Claim Form to substantiate the claim. Companies have limited resources, so it is not possible for them to readily approve every claim filed. They would need supporting documents that would serve as proof of the claim.

For example, for Employee Expense Forms, the employee would have to present detailed receipts of the purchases he made so that his employer can provide a reimbursement for said purchases. Another example is filing medical claims, wherein a copy of the receipts for the diagnostic tests and medical procedures performed would have to be presented.

Organization: When a company is organized, their customers or constituents are going to have the impression that they are professional with the way they do their processes. This will improve consumer loyalty and advocacy, and employee retention, which are both essential for any company to attain financial stability.

Using Claim Forms can help your company be organized. They are properly labelled so they are easy to organize and access when they are needed.

Collection of Vital Information: A Claim Form has to be divided into different subsections to properly segregate information and allow the claimant to easily fill out the form. Every vital information needed for the proper consideration of the claim has to be captured, so it is important for a Claim Form to be easy to understand.

Placing instructions either at the start or end of the form will also help. Having standardized forms, such as Universal Claim Forms, would also help. This will help streamline the process of approving claims for it to be easier and faster.

Guidelines in Writing a Claim Form

The first part of the Claim should contain the claimant’s name, address, and contact information. The contact information is important in case the insurer would need to contact the claimant.

The next part should be explicit statement of the claimant that a claim is being filed. Along with this, information on what kind of claim is being filed should also be indicated. If it is an insurance claim, the policy number that covers the circumstance should also be included.

Then, specific information on the circumstance or incident that led to the claim should be provided. If it is an expense claim, the purpose of the expenses have to be provided. Aside from that, the supporting documents to substantiate the claim have to be presented as well.

This is to ensure that the claim will be approved, because having to file an appeal can be a very long and tedious process. For Travel Claim Forms, the receipts for the airline tickets, meals, and accommodation have to be presented for reimbursement.

The last part is then the dollar amount of the reimbursement or the claim that will be covered by your employer or insurance policy. For travel expense claims, a breakdown and a total of the travel expenses have to be stated.

Expenses Claim Forms

Staff Expenses Claim

Travel Expenses Claim

Proof of Claim Forms in PDF

Fillable Proof of Claim

Proof of Claim Official Form

Health Claim Forms

Health Services Claim

Health Benefits Claim

Reimbursement Claim Forms

Member Reimbursement Claim

Prescription Reimbursement Claim

Mileage Claim Forms

Mileage Expense Claim

Business Mileage Claim

Medical Mileage Claim

Staff Mileage Claim

Medical Claim Forms

A Medical Claim Form is used by health insurance providers and health care facilities, such as hospitals and clinics, in filing claims for medical expenses, such as laboratory tests and procedures needed for the diagnosis and treatment of a medical condition. There are various types of Medical Claim Forms used by both private companies and public organizations that provide financial assistance for medical expenses.

There are two parts of a Medical Claim Form. The first part contains the patient’s information which is filled out by the patient, and the second part contains the medical facility’s information, which is filled out and certified by the patient’s attending physician. The second part is also where the information about the medical procedures and tests performed are indicated.

Disability Claim Forms

Disability Claim Forms are used by claimants who want to receive income support if they become physically disabled after an accident. The disability could either be short-term or long-term. It would initially have to be a short-term disability claim, but once it reaches the maximum number of days for coverage, a long-term disability claim would then have to be filed if the employee is still unable to return to work.

For a long-term disability claim to be approved, a medical or physical certificate has to be presented to certify that the employee has been examined by a physician and deemed not fit to go back to work.

Travel Claim Forms

These are claim forms used to cover travel expenses for business purposes. Employees can go on business trips to meet with existing and potential clients, to branch out, or to attend a conference or seminar. There are two types of Travel Claim Forms. One is the Travel Expense Claim Form which is used to reimburse employees for travel expenses incurred on a business trip. Another type is the Travel Insurance Claim Form which is used for circumstances covered in a travel insurance.

Before a business trip is approved, a Travel Proposal Form would first have to be submitted to ensure that the business trip is reasonable, justified, and beneficial to the professional development of the employee or the development of the business. Without an approved Travel Proposal Form, reimbursement cannot be provided even if a Travel Expense Claim Form is submitted.

Dental Claim Forms

A Dental Claim Form is a lot like a Medical Claim Form. The only difference is that it is used by dental clinics and dentists for the coverage of dental expenses of patients with dental insurance.