Is your client unable to perform most of their occupational duties full time? (May be eligible even if able to work part time or if covered by workers' compensation, or seeking lost wages)
If yes, please provide us with more detail.
Does your client have a sickness or injury, in addition to or other than an injury that occurred in the workplace, that prevents them from working?
If yes, please provide us with more detail.
Do you know if your client is covered by short or long term disability (STD or LTD), life insurance, pension, or 401(k)?
If yes, please provide us with more detail.
Do you have a copy of a recent paycheck stub showing a deduction/contribution for LTD, STD, life insurance, pension, or 401(k) for your client?
If yes, please upload. Upload File
Upload supported file (Max 15MB)
Do you have a copy of documents given to your client when they were hired that might reference these or other benefits?
If yes, please upload. Upload File
Upload supported file (Max 15MB)
Do you have a copy of your client's policy or summary plan description for STD, LTD, life insurance, pension, or 401(k)?
If yes, please upload. Upload File
Upload supported file (Max 15MB)
Does your client's employer have a website which references benefits? (Do a Google search)
Is your client's employer a governmental entity or a church entity? (This may take it out of ERISA.)
Has your client now or previously filed a claim for STD, LTD, dismemberment, or retirement?
If yes, please provide us with more detail.
Do you have copies of any letters from an insurance company or pension plan to your client?
If yes, please upload. Upload File
Upload supported file (Max 15MB)
Did your client's employer give them a notice of their right to continue their life insurance or to convert it to a private policy?
If yes, please provide us with more detail.
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