Income Protection Claim Form (AIA New Zealand) Instructions
This form contains 201 fields organized into 64 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| ACC Claim Details | ||
| Yes | Checkbox |
Check this box if ACC is being claimed for the injury.
|
| No | Checkbox |
Check this box if ACC is not being claimed for the injury.
|
| Reason for no ACC claim | Text |
Provide a detailed explanation if you are not claiming ACC for the injury.
|
| ACC Claim Number | Text |
Enter the official claim number assigned by ACC.
|
| ACC Case Manager Name | Text |
Enter the full name of your assigned ACC Case Manager.
|
| ACC Case Manager Phone Number | Text |
Enter the direct phone number for your ACC Case Manager.
|
| Address | ||
| Address Street | Text |
Please enter the street number and name of the address.
|
| Address Suburb | Text |
Please enter the suburb of the address.
|
| Address City | Text |
Please enter the city of the address.
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| Address Postcode | Text |
Please enter the postcode of the address.
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| Benefit Payment Account | ||
| Name of Account | Text |
Provide the human-readable name for the bank account to which benefit payments should be made.
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| Bank Code | Text |
Provide the bank code associated with the account where benefit payments should be made.
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| Branch Number | Text |
Provide the branch number associated with the account where benefit payments should be made.
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| Account Number | Text |
Provide the core account number for the account where benefit payments should be made.
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| Suffix | Text |
Provide the account suffix for the account where benefit payments should be made.
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| Claimant Name | ||
| Claimant Name | Text |
Enter the full name of the claimant.
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| Compensation Contact Details | ||
| Name of organisation | Text | |
| Contact persons name | Text | |
| Contact persons phone number | Text | |
| Contact persons email address | Text | |
| Consent Name of Life Assured | ||
| Consent Life Assured Name | Text |
Enter the full name of the life assured who is giving consent.
|
| Consent to ASB Claims Disclosure - Yes | Checkbox |
Check this box if you consent to the disclosure of your claims information to ASB for the purposes of notifying ASB of issues or disputes arising in respect of your claim.
|
| Consent to Disclose Claims Information to ASB | ||
| Consent to Disclose Claims Information to ASB - Yes | Checkbox |
Check this box to confirm your consent to the disclosure of your claims information to ASB for the purposes of notifying ASB of issues or disputes arising in respect of your claim.
|
| Contact Details | ||
| Home Phone | Text |
Enter the home phone number.
|
| Work Phone | Text |
Enter the work phone number.
|
| Mobile Phone | Text |
Enter the mobile phone number.
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| Current GP Details | ||
| GP Name | Text |
Enter the full name of your current GP.
|
| GP Medical Practice | Text |
Enter the name of your current GP's medical practice.
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| GP Street Address | Text |
Enter the street number and name of your current GP's practice.
|
| GP Suburb | Text |
Enter the suburb where your current GP's practice is located.
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| GP City | Text |
Enter the city where your current GP's practice is located.
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| GP Postcode | Text |
Enter the postcode of your current GP's practice.
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| GP Phone | Text |
Enter the phone number for your current GP's practice.
|
| GP Fax | Text |
Enter the fax number for your current GP's practice.
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| GP Email Address | Text |
Enter the email address for your current GP's practice.
|
| Current Medications | ||
| Current Medications | Text |
Please list all medications you are currently taking.
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| Date Medically Certified to Cease Work | ||
| Date Medically Certified to Cease Work - Day | Date |
Enter the day of the date you were medically certified to cease work.
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| Date Medically Certified to Cease Work - Month | Date |
Enter the month of the date you were medically certified to cease work.
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| Date Medically Certified to Cease Work - Year | Date |
Enter the year of the date you were medically certified to cease work.
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| Date of Birth | ||
| Date of Birth Day | Date |
Enter the day of the individual's date of birth.
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| Date of Birth Month | Date |
Enter the month of the individual's date of birth.
|
| Date of Birth Year | Date |
Enter the year of the individual's date of birth.
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| Date of First Medical Assistance | ||
| Date of First Medical Assistance Day | Text |
Enter the day the user first sought medical assistance for their current condition or claim.
|
| Date of First Medical Assistance Month | Text |
Enter the month the user first sought medical assistance for their current condition or claim.
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| Date of First Medical Assistance Year | Text |
Enter the year the user first sought medical assistance for their current condition or claim.
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| Date Totally Ceased Work | ||
| Day Totally Ceased Work | Date |
Enter the day the user totally ceased work.
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| Month Totally Ceased Work | Date |
Enter the month the user totally ceased work.
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| Year Totally Ceased Work | Date |
Enter the year the user totally ceased work.
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| Declaration Date | ||
| Declaration Year | Number |
Enter the year of the declaration.
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| Declaration Day | Text |
Enter the day of the declaration.
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| Declaration Month | Text |
Enter the month of the declaration.
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| Declaration Name of Life Assured | ||
| Declaration Name of Life Assured | Text |
Please provide the full name of the Life Assured for this declaration.
|
| Description of Illness or Injury | ||
| Description of Illness or Injury | Text |
Provide a detailed description of the illness or injury.
|
| Diagnosis Given | ||
| Diagnosis Given | Text |
Provide the diagnosis that has been given for the illness or injury.
|
| Duties Unable to Perform | ||
| Duties Unable to Perform | Text |
Enter the duties that you are currently unable to perform.
|
| Email Address | ||
| Email Address | Text |
Provide your email address.
|
| Employer Address | ||
| Employer Address Street | Text |
Please provide the street name and number for the employer's address.
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| Employer Address Suburb | Text |
Please provide the suburb for the employer's address.
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| Employer Address City | Text |
Please provide the city for the employer's address.
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| Employer Address Postcode | Text |
Please provide the postcode for the employer's address.
|
| Employer Details | ||
| Employer Name | Text |
Enter the full legal name of the employer.
|
| Employer Contact Person | Text |
Enter the name of the primary contact person at the employer's organization.
|
| Employer Contact Number | Text |
Enter the contact phone number for the employer.
|
| Employment Type | ||
| Full-time | Checkbox |
Check this box if your salaried employment is full-time.
|
| Part-time | Checkbox |
Check this box if your salaried employment is part-time.
|
| Seasonal | Checkbox |
Check this box if your salaried employment is seasonal.
|
| Expected Date of Return to Full/Unrestricted Work | ||
| Expected Date of Return to Full/Unrestricted Work | Date |
Please provide the expected date when you can return to full and unrestricted work duties.
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| Expected Date of Return to Light/Part-Time Work | ||
| Expected Return to Light/Part-Time Work Date | Date |
Provide the expected date you were told you could return to light or part-time work duties.
|
| Fifth Compensation Row | ||
| Fifth Other Compensation (Yes) | Checkbox |
Check this box if you are claiming other compensation or income by way of regular payment or lump sum settlement.
|
| Fifth Other Compensation (No) | Checkbox |
Check this box if you are NOT claiming other compensation or income by way of regular payment or lump sum settlement.
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| Fifth Compensation Row Other Amount | Number |
Enter the amount of other compensation or income.
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| Fifth Compensation Row Other Start Date Day | Date |
Enter the day for the start date of other compensation or income.
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| Fifth Compensation Row Other Start Date Month | Date |
Enter the month for the start date of other compensation or income.
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| Fifth Compensation Row Other Start Date Year | Date |
Enter the year for the start date of other compensation or income.
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| Fifth Compensation Row Other End Date Day | Date |
Enter the day for the end date of other compensation or income.
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| Fifth Compensation Row Other End Date Month | Date |
Enter the month for the end date of other compensation or income.
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| Fifth Compensation Row Other End Date Year | Date |
Enter the year for the end date of other compensation or income.
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| Fifth Compensation Row Other Specify | Text |
Specify the type of other compensation or income.
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| Fifth Entity Details | ||
| Fifth Entity Name | Text |
Please enter the name of the fifth self-employment entity.
|
| Fifth Entity Profit Share Entitlement | Number |
Please enter the profit share entitlement for the fifth self-employment entity.
|
| First Compensation Row | ||
| First Compensation Row ACC Yes | Checkbox |
Check this box if ACC compensation is being or will be claimed for your current condition/claim.
|
| First Compensation Row ACC No | Checkbox |
Check this box if ACC compensation is not being or will not be claimed for your current condition/claim.
|
| First Compensation Row Amount | Number |
Enter the amount of compensation for the first row.
|
| First Compensation Row Start Date | Date |
Enter the start date of the first compensation row.
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| First Compensation Row Start Date | Date |
Enter the start date of the first compensation row.
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| First Compensation Row Start Date | Date |
Enter the start date of the first compensation row.
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| First Compensation Row End Date | Date |
Enter the end date of the first compensation row.
|
| First Compensation Row End Date | Date |
Enter the end date of the first compensation row.
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| First Compensation Row End Date | Date |
Enter the end date of the first compensation row.
|
| First Entity Details | ||
| First Entity Name | Text |
Enter the name of the first entity for self-employment.
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| First Entity Profit Share Entitlement | Number |
Enter the profit share entitlement for the first entity.
|
| First Hospital Stay | ||
| First Hospital Name | Text |
Please provide the name of the hospital for the first hospital stay.
|
| First Hospital Admission Date Day | Text |
Please enter the day of admission for the first hospital stay.
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| First Hospital Admission Date Month | Text |
Please enter the month of admission for the first hospital stay.
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| First Hospital Admission Date Year | Text |
Please enter the year of admission for the first hospital stay.
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| First Hospital Discharge Date Day | Text |
Please enter the day of discharge for the first hospital stay.
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| First Hospital Discharge Date Month | Text |
Please enter the month of discharge for the first hospital stay.
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| First Hospital Discharge Date Year | Text |
Please enter the year of discharge for the first hospital stay.
|
| First Policy Owner Details | ||
| First Policy Owner Full Name | Text |
Enter the full name of the first policy owner.
|
| First Policy Owner Signature Date Day | Text |
Enter the day the first policy owner signed the document.
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| First Policy Owner Signature Date Month | Text |
Enter the month the first policy owner signed the document.
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| First Policy Owner Signature Date Year | Text |
Enter the year the first policy owner signed the document.
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| First Policy Owner Full Name | ||
| First Policy Owner Full Name | Text |
Enter the full name of the first policy owner.
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| First Policy Owner Signature Date | ||
| First Policy Owner Signature Day | Date |
Enter the day of the first policy owner's signature.
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| First Policy Owner Signature Month | Date |
Enter the month of the first policy owner's signature.
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| First Policy Owner Signature Year | Date |
Enter the year of the first policy owner's signature.
|
| Fourth Compensation Row | ||
| Fourth Compensation Row - WINZ payments (Government support) - Yes | Checkbox |
Check this box if you are claiming or will claim WINZ payments (Government support) as compensation or income for your current condition/claim.
|
| Fourth Compensation Row - WINZ payments (Government support) - No | Checkbox |
Check this box if you are not claiming or will not claim WINZ payments (Government support) as compensation or income for your current condition/claim.
|
| Fourth Compensation Row WINZ Payment Amount | Number |
Enter the total amount received from WINZ payments (Government support).
|
| Fourth Compensation Row WINZ Payment Start Day | Text |
Provide the day of the start date for WINZ payments (Government support).
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| Fourth Compensation Row WINZ Payment Start Month | Text |
Provide the month of the start date for WINZ payments (Government support).
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| Fourth Compensation Row WINZ Payment Start Year | Text |
Provide the year of the start date for WINZ payments (Government support).
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| Fourth Compensation Row WINZ Payment End Day | Text |
Provide the day of the end date for WINZ payments (Government support).
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| Fourth Compensation Row WINZ Payment End Month | Text |
Provide the month of the end date for WINZ payments (Government support).
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| Fourth Compensation Row WINZ Payment End Year | Text |
Provide the year of the end date for WINZ payments (Government support).
|
| Fourth Entity Details | ||
| Fourth Entity Name | Text |
Enter the name of the fourth self-employment entity.
|
| Fourth Entity Profit Share | Number |
Enter the percentage of profit share entitlement for the fourth self-employment entity.
|
| Full Name | ||
| Full Name | Text |
Please provide the full legal name of the life assured.
|
| Full Name of Life Assured | ||
| Full Name of Life Assured | Text |
Please enter the full legal name of the life assured.
|
| History of Similar Illness or Injury | ||
| Previous Similar Illness or Injury Details | Text |
Provide full details if you have previously suffered from a similar illness or injury.
|
| Income Status | ||
| Income Received Yes | Checkbox |
Check this box if you have received income since ceasing work after not working in your business or occupation.
|
| Income Received No | Checkbox |
Check this box if you have not received income since ceasing work after not working in your business or occupation.
|
| Income Details | Text |
Provide full details of any income received if you have not been working in your business or occupation since ceasing work.
|
| Involved Entity Names | ||
| First Involved Entity Name | Text |
Enter the name of the first entity you are involved in.
|
| Second Involved Entity Name | Text |
Enter the name of the second entity you are involved in.
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| Third Involved Entity Name | Text |
Enter the name of the third entity you are involved in.
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| Fourth Involved Entity Name | Text |
Enter the name of the fourth entity you are involved in.
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| Fifth Involved Entity Name | Text |
Enter the name of the fifth entity you are involved in.
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| Sixth Involved Entity Name | Text |
Enter the name of the sixth entity you are involved in.
|
| Job Availability Details | ||
| Job Return Details | Text |
Provide details if your job is not available for you to return to.
|
| Job Duties and Time Percentage | ||
| Duties Description | Text |
Provide a detailed description of your exact job duties.
|
| Time Percentage | Number |
Enter the percentage of time spent on each duty.
|
| Loss of Income Details | ||
| Loss of Income Explanation | Text |
Provide a detailed explanation of how the illness or injury has caused a loss of income.
|
| Medical Investigations Undertaken | ||
| Medical Investigations Undertaken | Text |
Provide a description of all medical investigations that have been undertaken for the current condition or claim.
|
| Monthly Loss of Income | ||
| Monthly Loss of Income | Number |
Enter the monthly amount of income lost due to the illness or injury.
|
| No Loss of Income Details | ||
| No Loss of Income Details | Text |
Please provide details explaining why there has been no loss of income.
|
| Occupation Prior to Ceasing Work | ||
| Occupation Prior to Ceasing Work | Text |
Enter your occupation immediately prior to ceasing work.
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| Performable Duties | ||
| Performable Duties | Text |
Enter the duties that you are currently able to perform.
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| Policy Number | ||
| Policy Number | Text |
Enter the policy number for the life assured.
|
| Retirement Protection Benefit | ||
| Retirement Protection Benefit IRD Number | Text |
Please provide your Inland Revenue Department (IRD) number related to your Retirement Protection Benefit.
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| Retirement Protection Benefit KiwiSaver Scheme Details | Text |
Please provide the details of your KiwiSaver scheme related to your Retirement Protection Benefit.
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| KiwiSaver Member: Yes | Checkbox |
Check this box if you are currently a KiwiSaver member.
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| Other KiwiSaver Contribution Benefit Source | Text |
Please provide details about any other source from which you are entitled to receive a KiwiSaver contribution benefit.
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| Second Compensation Row | ||
| Second Compensation Row: Any other insurance policy/policies (Yes) | Checkbox |
Check this box if you are claiming compensation or income through any other insurance policy or policies for your current condition/claim.
|
| Second Compensation Row: Any other insurance policy/policies (No) | Checkbox |
Check this box if you are NOT claiming compensation or income through any other insurance policy or policies for your current condition/claim.
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| Second Compensation Row: Any Other Insurance Policy Amount | Number |
Enter the total monetary amount received from any other insurance policy or policies.
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| Second Compensation Row: Any Other Insurance Policy Start Date Day | Date |
Enter the day the other insurance policy or policies began.
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| Second Compensation Row: Any Other Insurance Policy Start Date Month | Date |
Enter the month the other insurance policy or policies began.
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| Second Compensation Row: Any Other Insurance Policy Start Date Year | Date |
Enter the year the other insurance policy or policies began.
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| Second Compensation Row: Any Other Insurance Policy End Date Day | Date |
Enter the day the other insurance policy or policies ended.
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| Second Compensation Row: Any Other Insurance Policy End Date Month | Date |
Enter the month the other insurance policy or policies ended.
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| Second Compensation Row: Any Other Insurance Policy End Date Year | Date |
Enter the year the other insurance policy or policies ended.
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| Second Entity Details | ||
| Second Entity Name | Text |
Enter the name of the second entity.
|
| Second Entity Profit Share Entitlement | Number |
Enter the profit share entitlement percentage for the second entity.
|
| Second Hospital Stay | ||
| Second Hospital Name | Text |
Enter the name of the hospital for the second hospital stay.
|
| Second Admission Date Day | Text |
Enter the day of admission for the second hospital stay.
|
| Second Admission Date Month | Text |
Enter the month of admission for the second hospital stay.
|
| Second Admission Date Year | Number |
Enter the year of admission for the second hospital stay.
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| Second Discharge Date Day | Text |
Enter the day of discharge for the second hospital stay.
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| Second Discharge Date Month | Text |
Enter the month of discharge for the second hospital stay.
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| Second Discharge Date Year | Number |
Enter the year of discharge for the second hospital stay.
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| Second Policy Owner Details | ||
| Second Policy Owner Full Name | Text |
Enter the full name of the second policy owner.
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| Second Policy Owner Signature Date Day | Date |
Enter the day the second policy owner signed.
|
| Second Policy Owner Signature Date Month | Date |
Enter the month the second policy owner signed.
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| Second Policy Owner Full Name | ||
| Second Policy Owner Full Name | Text |
Please provide the full name of the second policy owner.
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| Second Policy Owner Signature Date | ||
| Second Policy Owner Signature Date Day | Text |
Enter the day component of the second policy owner's signature date.
|
| Second Policy Owner Signature Date Month | Text |
Enter the month component of the second policy owner's signature date.
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| Second Policy Owner Signature Date Year | Text |
Enter the year component of the second policy owner's signature date.
|
| Self-Employment Type | ||
| Sole proprietor | Checkbox |
Check this box if your self-employment type is a sole proprietorship.
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| Contractor | Checkbox |
Check this box if your self-employment type is as a contractor.
|
| Shareholder employee | Checkbox |
Check this box if your self-employment type is as a shareholder employee.
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| Companies | Checkbox |
Check this box if your self-employment type involves companies.
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| Partnerships | Checkbox |
Check this box if your self-employment type involves partnerships.
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| Trusts | Checkbox |
Check this box if your self-employment type involves trusts.
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| Other | Checkbox |
Check this box if your self-employment type is not listed and then specify the type.
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| Self-Employment Other Type | Text |
Enter the specific type of self-employment if 'Other' is selected.
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| Specialist Details | ||
| Specialist Name | Text |
Please enter the full name of the specialist.
|
| Specialist Specialty | Text |
Please enter the medical specialty of the specialist.
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| Specialist Address Street | Text |
Please enter the street address of the specialist.
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| Specialist Address Suburb | Text |
Please enter the suburb of the specialist's address.
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| Specialist Address City | Text |
Please enter the city of the specialist's address.
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| Specialist Address Postcode | Text |
Please enter the postcode of the specialist's address.
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| Specialist Phone | Text |
Please enter the contact phone number of the specialist.
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| Specialist Fax | Text |
Please enter the fax number of the specialist.
|
| Specialist Email Address | Text |
Please enter the email address of the specialist.
|
| Spouse/Family Member Profit Share Details | ||
| Spouse/Family Member Duties | Text |
Provide a detailed description of the duties performed by the spouse or family member who is receiving a profit share.
|
| Spouse/Family Member Time on Each Duty | Number |
Enter the percentage of time spent by the spouse or family member on each duty.
|
| Symptoms Preventing Work | ||
| Symptoms Preventing Work | Text |
Please describe the specific symptoms that prevent you from performing your work duties.
|
| Third Compensation Row | ||
| Third Compensation: Any sick leave Yes | Checkbox |
Check this box if you are claiming or will claim compensation by way of any sick leave.
|
| Third Compensation: Any sick leave No | Checkbox |
Check this box if you are not claiming or will not claim compensation by way of any sick leave.
|
| Third Sick Leave Amount | Number |
Provide the amount of sick leave compensation received or claimed for this third row.
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| Third Sick Leave Start Day | Text |
Provide the day of the start date for any sick leave compensation for this third row.
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| Third Sick Leave Start Month | Text |
Provide the month of the start date for any sick leave compensation for this third row.
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| Third Sick Leave Start Year | Number |
Provide the year of the start date for any sick leave compensation for this third row.
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| Third Sick Leave End Day | Text |
Provide the day of the end date for any sick leave compensation for this third row.
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| Third Sick Leave End Month | Text |
Provide the month of the end date for any sick leave compensation for this third row.
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| Third Sick Leave End Year | Number |
Provide the year of the end date for any sick leave compensation for this third row.
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| Third Entity Details | ||
| Third Entity Name | Text |
Enter the name of the third entity, specifically if it is a partnership.
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| Third Entity Profit Share Entitlement | Number |
Enter the profit share entitlement percentage for the third entity.
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| Treatment Provided | ||
| Treatment Being Provided | Text |
Enter the details of the treatment being provided.
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| Usual Weekly Work Hours | ||
| Usual Weekly Work Hours | Number |
Enter the number of hours usually worked per week.
|