Insurance Case Assignment Form

Client Information
Are you a first time client? Yes No
Company:
Requestor
Phone
Address
Suite/Apt.
City
State
ZIP:
Assignment Date
# of Days
 
Video Format
VHS DVD
Reports
Mail E-mail
Assignment Category
Surveillance Background Interviews Activity Check
AOE/COE
  Other:
Employer Information
Employer

Insured Contact:
May we contact?
Yes No
Address
Suite.
City
State
ZIP:
Phone 1
Phone 2
Email Address
Claimant Information
Claim #
Claim Type
Claim #
SS#
Address
Suite/Apt.
City
State
ZIP:
Confidential Contact for description Contact #
Sex M F DOB
Race
Height
Weight
Hair Color
Glasses
Yes No
Other Characteristics (facial hair, markings, etc...)
Marital Status
Children
Yes No
# of Children
Known Vehicle Info
Receiving Benefits
Yes No
Injury Information
Injury Date
Injury Description
Scheduled Appointments
Yes No
Injury Date
Physician
Represented by Attorney
Yes No
Attorney Name
Dates/Location
Previous Surveillance Conducted
Yes No
Previous Surveillance Reports

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