Looking for long-term care insurance claim forms? Download commonly requested claim forms from leading long-term care insurance companies below.
Request a free benefits review and we’ll help identify the paperwork needed to start your claim. CareWorks helps seniors and families throughout Orange County understand their benefits, complete claim paperwork, and avoid common mistakes that can delay claim approval or reimbursement.
Not sure which forms you need? Before completing claim paperwork, verify your eligibility requirements, elimination period, and any required physician or RN assessment documentation. A quick benefits review can help prevent delays.
Insurance Company Claim Forms
Allianz
Calpers
The CalPERS Long-Term Care Program is administered by our third-party administrator, illumifin. Call Monday through Friday, 8:00 a.m. to 6:00 p.m. (Pacific Time) at (800) 982-1775.
CalPERs Agency Statement Calpers Appeal Form
CalPERs Assignment of Benefits Independent Provider
CalPERs Assignment of Benefits
CalPERs Assignment of Benefits Independent Provider
CalPERs Assignment of Benefits Service Provider
CalPERs Authorization to Release Individual Personal Representative Form
CalPERs Authorization Disclose Health
CalPERs Independent Provider Packet
CalPERs Independent Provider Weekly Time Sheet
Conseco
Genworth
Northwestern Mutual
NY Life
Thrivent
TransAmerica
UNUM
Washington National
Companies that prefer claims to be submitted online include:
Learn more about the long-term care insurance claims process and what happens after claim forms are submitted.
The California Department of Insurance Senior Resources Program offers educational information about insurance benefits and consumer protections.
Common Long-Term Care Insurance Claim Forms
Most long-term care insurance companies require some combination of the following forms and supporting documentation:
Claim Initiation Form
Used to officially open a long-term care insurance claim.
Physician Statement
Completed by a physician to document medical conditions, cognitive impairment, and the need for long-term care services.
Provider Statement
Completed by the home care agency to verify services provided.
Authorization to Release Information
Allows the insurance company to discuss claim information with approved family members or representatives.
Power of Attorney Documentation
Required when someone other than the policyholder is managing the claim.
Assignment of Benefits Form
Allows some insurance companies to pay the home care agency directly rather than reimbursing the policyholder.
Common Reasons Claim Forms Are Rejected or Delayed
Even when the correct forms are submitted, claims can be delayed because of:
- Missing signatures
- Incomplete physician statements
- Missing provider information
- Incomplete claim forms
- Missing supporting documentation
- Failure to submit required care plans
- Missing Power of Attorney or authorization forms
Before submitting paperwork, it’s important to confirm which forms are required by your insurance company and whether additional documentation is needed.
Not Sure Which Forms You Need?
Different insurance companies require different paperwork. We can help identify the correct forms, verify benefits, explain policy requirements, and help you avoid common claim delays.
Complete the form below and we’ll help you understand your benefits, identify the required forms, and explain the next steps.
Request a Free Long-Term Care Insurance Benefits Review
Not sure what your policy covers or whether benefits are available? We'll review your policy and help you understand your options.
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Still need help with filing a claim or finding home care in Huntington Beach, Laguna Woods, Laguna Hills, Seal Beach, Mission Viejo, or throughout Orange County? Reach out to us any time for assistance!