Disability Insurance Claim Form

Streamline Your Disability Insurance Claims with Paperform

Filing a disability insurance claim shouldn't be complicated. This Disability Insurance Claim Form template brings together all the essential documentation—physician statements, work limitations assessments, employment verification, and benefit calculations—into one professional, easy-to-complete digital form.

Built for insurance companies, third-party administrators, HR departments, and benefits coordinators, this template replaces scattered PDFs and email chains with a single, secure submission process. Claimants can complete the form at their own pace, upload supporting medical documentation, and submit everything in one go.

Perfect for Insurance Professionals and HR Teams

Whether you're a benefits administrator processing claims for employees, an insurance agent managing client submissions, or a claims adjuster collecting initial documentation, this template adapts to your workflow. The form captures detailed information about the claimant's disability, medical treatment, work restrictions, and employment history—everything needed to assess eligibility and calculate benefits accurately.

Conditional logic ensures that only relevant questions appear based on the type of disability (short-term or long-term) and employment status. This reduces confusion for claimants and ensures you collect complete, accurate information the first time.

Automate Your Claims Workflow with Stepper

Once a claim is submitted, you can use Stepper to automatically route the claim to the appropriate adjuster, send confirmation emails to the claimant, update your claims management system, and trigger follow-up tasks. Build approval workflows that keep stakeholders informed and ensure nothing falls through the cracks.

Secure, Compliant, and Professional

With SOC 2 Type II compliance and robust data security features, Paperform provides the trust and reliability insurance companies and HR departments need when handling sensitive medical and financial information. Submissions are securely stored, easily searchable, and can be exported to your existing systems through native integrations or webhooks.

Transform your disability claims process from a paper-heavy administrative burden into a smooth, digital experience that serves both your team and your claimants better.