Apr 01, 2016
Required Documentation Checklist

Required Documentation

Please select the type of claim below to see what documentation may be required. This is a general list, so you may see items that do not apply to your specific situation.

Please reference your claim number on each piece of documentation you submit and make copies for your personal records.

When all of your supporting documentation has been submitted, please allow 7-10 business days for review. If additional information is needed, we will let you know. You can visit our website to check the status of your claim 24/7.

Note: If you are filing a claim for medical reason, you must send us a completed Physician's Statement Form (PDF).

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{{ addWorkbenchClaimType('Trip Cancellation') }}
  • Trip Itinerary: This applies to all trip components for which you are claiming (air, cruise, tour, etc.).
    • If you do not have copies available, contact your travel agent or travel supplier.
    • Your trip itinerary should include traveler information, trip details, a breakdown of costs, and payment information.
  • Proof of Payment: Receipts for all expenses you have paid and are related to your claim. Examples include credit card statements, and/or cash receipts.
  • Penalty/Refund Information, if applicable: Penalty schedule and actual amount of any refunds or penalties from your travel agency or travel supplier, and/or proof that the booking was non-refundable.
  • Physician Statement Form, if applicable: This form is required for claims due to medical reasons and must be completed by the examining physician.
  • Proof of incident: If the claim is non-medical, we will need documentation supporting the reason for the cancellation or interruption. This may include documents such as a police report or death certificate.
{{ addWorkbenchClaimType('Trip Interruption') }}
  • Trip Itinerary: This applies to all trip components for which you are claiming (air, cruise, tour, etc.).
    • If you do not have copies available, contact your travel agent or travel supplier.
    • Your trip itinerary should include traveler information, trip details, a breakdown of costs, and payment information.
  • Proof of Payment: Receipts for all expenses you have paid and are related to your claim. Examples include credit card statements, and/or cash receipts.
  • Penalty/Refund Information, if applicable: Penalty schedule and actual amount of any refunds or penalties from your travel agency or travel supplier, and/or proof that the booking was non-refundable.
  • Physician Statement Form, if applicable: This form is required for claims due to medical reasons and must be completed by the examining physician.
  • Proof of incident: If the claim is non-medical, we will need documentation supporting the reason for the cancellation or interruption. This may include documents such as a police report or death certificate.
{{ addWorkbenchClaimType('Travel Delay') }}
  • Proof of the delay – Depending on the reason for the delay, this could be documentation from your travel supplier, or a police/accident report.
  • Receipts – receipts for all expenses related to your claim
{{ addWorkbenchClaimType('Medical Expense') }}
  • Medical Bills – Please provide copies of all medical bills you receive
  • Accident Report – If applicable, please provide a copy of the accident report that cause the incident.
{{ addWorkbenchClaimType('Dental Expense') }}
  • Medical Bills – Please provide copies of all medical bills you receive
  • Accident Report – If applicable, please provide a copy of the accident report that cause the incident.
{{ addWorkbenchClaimType('Collision/Loss Damage') }}
  • Rental Car Agreement: this should be provided by the rental agency when you pick up the car.
  • Repair Bill
  • Itinerary/Invoice for Rental Car Reservation: this should include the dates of the rental period, and the amount paid for the rental
  • Police Report
{{ addWorkbenchClaimType('Baggage Loss') }}
  • Common Carrier Claim Form/Determination - If your baggage is damaged or lost by the travel supplier, you will need to notify and file a claim with the supplier. We are secondary in coverage and will require a claim form and the determination before we can move forward with your claim.
  • Incident Report - a copy of the report made to the authorities if your baggage is stolen, lost or damaged.
  • Receipts - You will need to provide receipts for any items being claimed that are lost, damaged or stolen.
{{ addWorkbenchClaimType('Baggage Delay') }}
  • Proof of the delay – a copy of the report or other documentation you receive from your travel carrier that indicates the bags were delayed.
  • Receipts – receipts for the purchase of necessary items due to your bags being delayed.
{{ addWorkbenchClaimType('Missed Connection') }}
  • Proof of payment/receipts – for prepaid, unused trip expenses and change fees and additional transportation, hotel or meal expenses.
  • Proof of the cause of the missed connection – as an example, if you miss your connection or cruise due to a flight cancellation or delay due to severe weather, we will need proof of the delay or cancellation.
{{ addWorkbenchClaimType('Travel Accident') }}
  • Copy of medical records, death certificate or other applicable official reports.
{{ addWorkbenchClaimType('Event Cancellation') }}
  • Unused tickets
  • Proof of Payment: Receipts/credit card statement for purchase of tickets
  • Proof of incident: Documentation supporting the reason for the cancellation.
{{ addWorkbenchClaimType('Change Fee Coverage') }}
  • Trip Itinerary: This applies to all trip components for which you are claiming (air, cruise, tour, etc.)
    • If you do not have copies available, contact your travel agent or travel supplier.
    • Your trip itinerary should include traveler information, trip details, a breakdown of costs, and payment information.
  • Proof of Payment: Receipts for all expenses you have paid and are related to your claim. Examples include credit card statements, and/or cash receipts.
  • Penalty/Refund Information, if applicable: Penalty schedule and actual amount of any refunds or penalties from your travel agency or travel supplier, and/or proof that the booking was non-refundable.
  • Physician Statement Form, if applicable: This form is required for claims due to medical reasons and must be completed by the examining physician.
  • Proof of incident: If the claim is non-medical, we will need documentation supporting the reason for the cancellation or interruption. This may include documents such as a police report or death certificate.
{{ addWorkbenchClaimType('Frequent Traveler Loyalty Coverage') }}
  • Trip Itinerary: This applies to all trip components for which you are claiming (air, cruise, tour, etc.)
    • If you do not have copies available, contact your travel agent or travel supplier.
    • Your trip itinerary should include traveler information, trip details, a breakdown of costs, and payment information.
  • Proof of Payment: Receipts for all expenses you have paid and are related to your claim. Examples include credit card statements, and/or cash receipts.
  • Penalty/Refund Information, if applicable: Penalty schedule and actual amount of any refunds or penalties from your travel agency or travel supplier, and/or proof that the booking was non-refundable.
  • Physician Statement Form, if applicable: This form is required for claims due to medical reasons and must be completed by the examining physician.
  • Proof of incident: If the claim is non-medical, we will need documentation supporting the reason for the cancellation or interruption. This may include documents such as a police report or death certificate.
{{ addWorkbenchClaimType('Baggage/Personal Effects') }}
  • Common Carrier Claim Form/Determination - If your baggage is damaged or lost by the travel supplier, you will need to notify and file a claim with the supplier. We are secondary in coverage and will require a claim form and the determination before we can move forward with your claim.
  • Incident Report - a copy of the report made to the authorities if your baggage is stolen, lost or damaged.
  • Receipts - You will need to provide receipts for any items being claimed that are lost, damaged or stolen.
{{ addWorkbenchClaimType('Business Equipment Damage/Theft') }}
  • Original loss report and claim determination from the common carrier verifying that the equipment was lost or damaged, if applicable.
  • Original police report or other report from local authorities verifying that the equipment was stolen, if applicable.
  • Original receipts or credit card statement and list of stolen, damaged or lost equipment.
  • Repair estimate, if the equipment is damaged.
  • Proof of loss providing amount of loss, date, time and cause of loss.
{{ addWorkbenchClaimType('Business Equipment Rental') }}
  • Proof from the common carrier that your equipment was damaged, lost or delayed, if applicable.
  • Original police report or other report from local authorities verifying the theft of your equipment, if applicable.
  • Original receipt for the equipment rental costs.