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ASSIGNMENT INFORMATION
Assignment Type:
RUSH
SIU Referral
Budget ($/Days):
Due Date:
Assignment Type
Rush?
SIU?
Budget
Due
Actions
CASE INFORMATION
Claim Type:
Loss Type:
Claim Number:
Additional File Number:
Insured Name:
Date of Loss:
Invalid date.
Injury/Restriction:
Special Instructions:
SUBJECT OF INVESTIGATION
Subject Information
Type:
Subject
PolicyHolder
Claimant
Beneficiary
Dependent
Next of Kin
Other
Deceased
0
Primary
First Name:
Middle Initial:
Last Name:
Address Line 1:
Address Line 2:
City:
State:
-Select-
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip Code:
Zip Code 2:
Home Phone:
Cell Phone:
Email:
Work Phone:
Ext:
Work Fax:
Date of Birth:
Invalid date.
Social Security Number:
Gender:
-Select One-
Female
Male
Trans, presenting as Female
Trans, presenting as Male
Unknown
Height:
ft
in
Weight:
lbs
Race:
-Select One-
Asian
Black
Hispanic
Native
Unknown
White
Description:
Represented?
Unknown
No
Yes
Attorney Information
Firm Name:
Name:
Address1:
Address2:
City:
State:
-Select One-
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip:
Mobile:
Phone:
Ext:
Direct:
Home:
Fax:
Email:
Additional Information:
Employer Information
Subject Employer Information
Employer Name:
Phone:
Contact Person:
Phone:
Occupation:
Fax:
Address1:
Address2:
City:
State:
-Select-
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip Code:
Additional Information:
Physician Information
Subject Physician Information
Practice Name:
Name:
Address1:
Address2:
City:
State:
-Select-
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip Code:
Mobile:
Phone:
Extension:
Direct:
Home:
Fax:
Email:
Additional Information:
Vehicle Information
Color:
Year:
Make:
Model:
Plate #:
State of Issue:
-Select One-
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
CLIENT INFORMATION
General Information
Company:
Branch:
Title:
-Select-
Adjuster
Attorney
Business Analyst II
Business Services Specialist
Claim Adjuster
Claim Director
Claim Examiner
Claim Manager
Claim Service Rep.
Claim Specialist
Claim Supervisor
Claims Associate II
Claims Call Centre Senior Representative
Claims Counsel Manager I
Claims Fraud & Investigations Manager
Claims Fraud Inteligence Analyst
Claims Fraud Investigator
Claims Fraud Senior Investigator
Claims Handler IV
Claims Handler V
Claims Handling Director
Claims Handling Director I
Claims Handling Manager
Claims Handling Senior Manager II
Claims Handling Supervisor
Claims Handling Trainee
Claims LoB Excellence Consultant
Claims Operations Consultant
Claims Recovery Consultant
Claims Recovery Manager
Claims Recovery Senior Specialist
Claims Recovery Specialist I
Claims Specialist I
Claims Specialist II
Clerk
CPCU
Director of Safety
Disability Anaylst
General Adjuster
Human Resource Manager
I.S.D. Supervisor
In-House Counsel
Investigative Underwriter
Legal Assistant
Litigation Manager
Manager
Nurse - Case Mgr.
Paralegal
Paralegal II b
Partner/Owner
President of Investigations
S.I.U.
Senior Claim Rep.
Senior Examiner
Senior Mechanical Claims Senior Handler
Service Contract Associate
Special Investigator
Vice President
Name:
Mailing Address
Address1:
Address2:
City:
State:
-Select-
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip Code:
Physical Address
Address1:
Address2:
City:
State:
-Select-
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
Zip Code:
Contact Information
Primary Phone:
Secondary Phone:
Mobile:
Fax:
Email:
Web Address:
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