Death Claims
Waiver of Premium Claims
Accelerated Benefit Claims
Accident Claims
Total and Permanent Disability claims (NY Only)
Disability Income Claims
Critical Illness Claims
Administration Forms

LONG TERM DISABILITY CLAIMS
(MONTHLY INCOME BENEFITS)

Remember to complete any applicable Employer form(s) or section(s) before distributing forms to employees.

To submit a claim, you (the employer) need to complete the following forms:
1) Long Term Disability Claim Notice Employer's Statement, and
2) Long Term Disability Occupational Demands

The completed Occupational Demands form (with a copy of the employee's job description attached) needs to be provided to the employee along with the following forms:
1) Long Term Disability Employee's Statement,
2) Attending Physician's Statement of Impairment and Function,
3) Authorization for Release of Health-Related Information, and
4) Consumer Privacy Notice

Long Term Disability Claim Notice Employer's Statement
Form Number
Employer's Statement for group policies issued in New York 49256c (117478)
Employer's Statement for group policies issued in all other states 35365e (115164)
Employer's Statement for group policies issued outside of New York when ALSO filing a claim for Waiver of Premium under the plan's Life Insurance policy 48452e (116840)
Employer's Statement for group policies issued in New York when ALSO filing a claim for Waiver of Premium under the plan's Life Insurance policy 126313 (rev 7/07)

Long Term Disability Occupational Demands
Form Number
Occupational Demands form for group policies issued in New York 49257d (117479)
Occupational Demands form for group policies issued in all other states 35368e (115166)

Long Term Disability Employee's Statement
Form Number
Employee's Statement for group policies issued in New York 49262e (117484)
Employee's Statement for group policies issued in all other states 35366k (115165)

Attending Physician's Statement of Impairment and Function
Form Number
Attending Physician's Statement for group policies issued in New York 49259b (117481)
Attending Physician's Statement for group policies issued in all other states 48664g (117010)

Authorization for Release of Health-Related Information
Form Number
Authorization 127182 (rev 10/04)

Consumer Privacy Notice Form Number
Consumer Privacy Notice 47316b (116249)


To download all required forms into one PDF, choose one of these based on the state where the group policy was issued:
non-New York non-New York, with Life Waiver of Premium
New York New York, with Life Waiver of Premium