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Insurance request forms cover a wide range of situations where policyholders, healthcare providers, organizations, or contract holders need to formally communicate with an insurer to initiate a change, request coverage, or obtain authorization for services. These documents serve as the official record of a request and often carry legal or financial weight — whether that's transferring ownership of an annuity contract, securing pre-authorization for a medical procedure, or obtaining accident coverage for a sports organization. Getting them right matters, because incomplete or inaccurate submissions can delay approvals, affect tax treatment, or result in out-of-pocket costs that could have been avoided.

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About insurance request forms

The people who need these forms vary widely. A policyholder updating beneficiary designations after a life event, a hospital administrator filing a cashless hospitalization request on behalf of a patient, a behavioral health provider seeking prior authorization for ABA therapy, or a youth sports league looking for accident coverage — all of them rely on these forms to move a process forward. Each form has its own requirements for supporting documents, authorized signatures, and specific clinical or organizational details, which can make the process time-consuming.

Tools like Instafill.ai use AI to fill these forms in under 30 seconds, handling the data accurately and securely — a practical option when you're working against a deadline or managing multiple submissions at once.

Forms in This Category

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How to Choose the Right Form

Not all insurance request forms serve the same purpose — some initiate coverage, others manage existing policies, and some authorize specific treatments. Here's how to find the right one for your situation.

Requesting Medical Treatment Authorization

- HDFC ERGO Request for Cashless Hospitalisation (Policy Part – C) — Use this if you're a patient or hospital seeking pre-authorization for a planned or emergency hospitalization under an HDFC ERGO health insurance policy. This form is submitted to the insurer/TPA *before* or at the time of admission to avoid paying out-of-pocket at a network hospital.

- Form 5385BSP, Behavioral Health ABA Initial Request Form — Choose this if you're a provider or guardian requesting prior authorization for Applied Behavioral Analysis (ABA) therapy for a member diagnosed with Autism Spectrum Disorder (ASD) through Bridgespan Health. This is specifically for a 6-month ABA treatment authorization, not general medical care.

Getting a New Insurance Quote

- Amateur Sports / Activities Accident Insurance Quote Request Form (Philadelphia Insurance Companies) — Use this if you represent a sports league, club, or activity organization and need to obtain a pricing quote for accident insurance coverage. You'll need estimated participant counts by sport and age group to complete it.

Managing an Existing Insurance Policy

- National Integrity Life Insurance Company Ownership Change Request Form (NI-77-0039-2505) — Select this if you need to transfer, add, or remove an owner on an annuity contract, or update beneficiary designations. This is relevant after life events like marriage, death, or trust establishment — not for initiating new coverage.

Quick Tips

- If you're at a hospital right now, go with the HDFC ERGO cashless form.

- If you're a therapist or ASD provider, the Bridgespan ABA form is your starting point.

- If you're an organization protecting participants, start with the Philadelphia Insurance quote form.

- If you're managing an annuity, the National Integrity ownership form handles policy-level changes.

Form Comparison

Form Purpose Who Files It When to Use
National Integrity Life Insurance Company Ownership Change Request Form (NI-77-0039-2505) Transfer or update annuity contract ownership Current annuity contract owner or authorized representative When changing, adding, or removing an annuity owner
Amateur Sports / Activities Accident Insurance Quote Request Form (Philadelphia Insurance Companies) Request accident insurance quote for sports organizations Organization representative or insurance agent When seeking accident coverage for amateur sports participants
HDFC ERGO General Insurance Company Limited – Request for Cashless Hospitalisation for Health Insurance (Policy Part – C) Pre-authorize cashless treatment at a network hospital Insured patient and treating hospital/doctor At hospital admission to avoid out-of-pocket payments
Form 5385BSP, Behavioral Health Utilization Management Applied Behavioral Analysis (ABA) Initial Request Form Request prior authorization for ABA therapy services BCBA provider or ordering physician for ASD members When initiating ABA treatment for a member with autism

Tips for insurance request forms

Gather Supporting Documents Before You Start

Many insurance request forms require attachments such as death certificates, power of attorney documents, trust pages, or diagnosis records. Collecting these materials before you begin filling out the form prevents delays and ensures your submission is complete from the start.

Double-Check All Signatures and Authorizations

Insurance forms — especially ownership change and prior authorization requests — are frequently rejected due to missing or incorrect signatures. Verify that all required parties (policyholders, treating physicians, authorized representatives) have signed in the correct fields before submitting.

Use AI Tools to Complete Forms in Seconds

AI-powered tools like Instafill.ai can fill out insurance request forms in under 30 seconds with high accuracy, saving you significant time — especially when dealing with multiple forms at once. Your data stays secure throughout the process, making it a practical and trustworthy option for sensitive insurance documents.

Be Precise With Medical and Clinical Details

Forms like prior authorization and cashless hospitalization requests require specific clinical information — diagnosis codes, CPT codes, estimated treatment units, and physician details. Vague or incomplete clinical data is one of the most common reasons these requests are delayed or denied.

Understand Who the Authorized Submitter Is

Different forms require different authorized signatories — a contract owner for an annuity change, an organization representative for a sports insurance quote, or a treating physician for a hospitalization request. Submitting a form with the wrong signatory can invalidate the entire request.

Keep Copies of Every Form You Submit

Always save a copy of completed insurance request forms and any confirmation of submission. If a dispute arises or a form needs to be resubmitted, having a record of what was sent and when can save considerable time and effort.

Watch for Fraud Warnings and Acknowledgement Sections

Many insurance forms include fraud warning statements and applicant acknowledgement sections that must be reviewed and signed. Skipping these sections — even accidentally — can result in your form being returned or flagged, so read them carefully before signing.

Submit Requests Well Ahead of Your Needed Date

Whether you're requesting a cashless hospitalization approval, ABA therapy authorization, or an insurance quote, processing takes time. Submit your forms as early as possible to avoid gaps in coverage or delays in receiving care or approval.

Frequently Asked Questions

What types of insurance request forms are available in this category?

This category includes four distinct insurance request forms: an annuity ownership change request form from National Integrity Life Insurance Company, an amateur sports accident insurance quote request form from Philadelphia Insurance Companies, a cashless hospitalization pre-authorization form from HDFC ERGO, and a behavioral health prior authorization form for ABA therapy from Bridgespan Health. Each form serves a different purpose, so it's important to identify your specific need before selecting a form.

How do I know which insurance request form I need?

The right form depends on your situation: use the National Integrity Life form if you need to transfer or update annuity ownership, the Philadelphia Insurance form if you're seeking an accident insurance quote for a sports organization, the HDFC ERGO form if you need cashless hospital treatment approval, and the Bridgespan Health form if you're requesting prior authorization for ABA therapy services. Review each form's description carefully to match it to your specific insurance need.

Who typically needs to submit a prior authorization form for behavioral health services?

Prior authorization forms for behavioral health services, such as the Bridgespan Health ABA Initial Request Form, are typically submitted by healthcare providers, BCBA practitioners, or authorized agencies on behalf of a member with Autism Spectrum Disorder. These forms are required by the insurance plan before ABA therapy services can be approved and covered, and they must include clinical documentation supporting the medical necessity of the treatment.

What is a cashless hospitalization request form and when should I use it?

A cashless hospitalization request form, like the HDFC ERGO Policy Part-C form, is a pre-authorization document submitted to your insurer or TPA before or during a hospital admission at a network facility. It allows the insurer to verify your eligibility and approve covered expenses directly with the hospital, so you don't have to pay out of pocket for admissible costs. You should submit it as early as possible — ideally before a planned admission or promptly in an emergency.

What documents are commonly required when submitting insurance request forms?

Required supporting documents vary by form type. For ownership change requests, you may need a death certificate, power of attorney, or trust documentation. For cashless hospitalization forms, the treating physician's diagnosis and treatment plan are typically required. Prior authorization forms like the ABA request generally require ASD diagnosis records and clinical justification, while quote request forms usually just need organizational details and participant counts.

Can I fill out insurance request forms using AI?

Yes — AI-powered tools like Instafill.ai can fill out insurance request forms in under 30 seconds by accurately extracting and placing data from your source documents. This is especially helpful for complex forms like the ABA prior authorization or cashless hospitalization request, which require detailed clinical and demographic information. Instafill.ai can also convert non-fillable PDF versions of these forms into interactive fillable formats.

How long does it take to fill out these forms online?

Manually completing insurance request forms can take anywhere from 10 to 30 minutes depending on the complexity of the form and how much information you need to gather. Using AI tools like Instafill.ai, the same forms can be filled out in under 30 seconds, with data accurately extracted and placed from your existing documents, significantly reducing the risk of errors or omissions.

Are there any tax implications I should be aware of when changing annuity ownership?

Yes — transferring ownership of an annuity contract, as handled by the National Integrity Life Ownership Change Request Form, can have tax consequences under IRC Section 72(e). Ownership changes may be treated as taxable distributions depending on the circumstances. It's strongly recommended to consult a tax advisor or financial professional before submitting an ownership change request.

Who should sign insurance request forms, and does it matter?

The required signatories depend on the specific form: annuity ownership change forms typically require signatures from the current contract owner and, in some cases, a spouse for consent. Cashless hospitalization forms require signatures from both the patient and the treating physician or hospital. Prior authorization forms generally need to be signed by the ordering physician and the submitting provider or agency. Submitting forms with missing or incorrect signatures is one of the most common reasons for processing delays.

Where do I submit these insurance request forms once completed?

Submission methods vary by form and insurer. The National Integrity Life ownership change form is typically submitted directly to the insurance company via mail or fax. The Philadelphia Insurance quote request form is submitted through a licensed insurance agent. The HDFC ERGO cashless form is submitted to the hospital's insurance desk or TPA, and the Bridgespan Health ABA form is sent to Bridgespan's utilization management department. Always check the specific form or your policy documents for the correct submission address or contact.

Can sports organizations of any size use the amateur accident insurance quote request form?

The Philadelphia Insurance Companies' Amateur Sports/Activities Accident Insurance Quote Request Form is designed for organizations that manage amateur sports or recreational activities and need accident coverage for their participants. The form collects participant counts by sport and age group, which insurers use to assess exposure and determine pricing, making it suitable for organizations of varying sizes. An authorized representative of the organization must sign the form before submission.

What happens if an insurance request form is incomplete or has errors?

Incomplete or inaccurate forms are a leading cause of delays in processing insurance requests, whether for prior authorization, ownership changes, or cashless claims. Insurers may return the form for corrections, request additional documentation, or deny the request outright if critical information is missing. Double-checking all required fields, signatures, and supporting documents before submission can help avoid these setbacks.

Glossary

Prior Authorization (PA)
Approval required from an insurance company before a specific medical treatment, service, or medication is provided. Without prior authorization, the insurer may deny coverage and leave the patient responsible for the full cost.
Utilization Management (UM)
A process insurers use to review and approve medical services to ensure they are medically necessary and appropriate before or after care is provided. UM forms like the ABA Initial Request are submitted to a UM department for review.
Cashless Hospitalisation
An arrangement where a policyholder receives treatment at a network hospital without paying upfront, as the insurer or TPA settles the bill directly with the hospital. A pre-authorization request must be approved before or shortly after admission.
TPA (Third-Party Administrator)
An organization hired by an insurance company to handle claims processing, pre-authorization approvals, and other administrative tasks on its behalf. When submitting a cashless hospitalization request, the TPA is often the entity that grants or denies approval.
BCBA (Board Certified Behavior Analyst)
A licensed professional credentialed to design and oversee Applied Behavioral Analysis (ABA) therapy programs. Insurance forms for ABA services typically require the supervising BCBA's credentials and signature to process a prior authorization request.
CPT Code (Current Procedural Terminology Code)
A standardized numerical code used to identify and bill specific medical, surgical, or therapeutic procedures to insurers. ABA and other behavioral health request forms require CPT codes to specify exactly which services are being requested for authorization.
Beneficiary Designation
The named individual(s) or entity (such as a trust) who will receive the proceeds of an insurance or annuity contract upon the owner's or annuitant's death. Ownership change forms often include a section to update beneficiary designations at the same time.
Annuitant-Driven vs. Owner-Driven Contract
Two structures for annuity contracts that determine when death benefits are triggered and who controls the contract. In an annuitant-driven contract, the death benefit is paid when the annuitant dies; in an owner-driven contract, it is triggered by the owner's death.
IRC Section 72(e)
A section of the Internal Revenue Code that governs the tax treatment of amounts received from annuity contracts before the annuity starting date. Ownership changes on annuity contracts can trigger taxable income under this rule, which is why it is flagged on ownership change request forms.
ASD (Autism Spectrum Disorder)
A developmental condition that affects communication and behavior, and is the primary diagnosis for which ABA therapy is prescribed and covered by many health insurance plans. Insurers require documented ASD diagnosis to authorize ABA services.