Interglobal Claim Form

Please complete clearly in BLOCK CAPITALS.

Are you submitting this claim as a scanned copy? Yes No

One form must be completed for each patient, for each medical condition treated.

Sections A to D and section F have to be completed by the patient, or the main member on behalf of the patient if the patient is a dependant under the age of 18. Section E has to be completed by the patient’s medical practitioner, specialist or therapist, unless the claim is for a repeat prescription for medication to treat a chronic medical condition and we have previously approved and paid claims for the same medication to treat the same chronic medical condition.

Further information about how to complete this form can be found in the Claims procedures.

Your claim will be processed by Aetna Global Benefits (UK) Limited on behalf of the insurer. Failure to complete all sections of this form may result in delays.

Section A: Patient details

Title: Other:

Family name (surname): First name(s):

Date of birth (dd/mm/yyyy): Sex: Male Female

Member number: Plan number:

Correspondence address:

Town: Postcode: Country:

Email:

Daytime phone: Evening phone:

Section B: Main member details (if different from section A)

Family name (surname): First name(s):

Member number: Plan number:

Section C: Claim details

Detail the symptoms/medical condition that the patient received treatment for:

Is this claim for a wellness checkup? Yes No If ‘Yes’, section E does not need to be completed.

If this claim is not for a wellness checkup, is it: a new claim? Yes No If ‘No’, provide the previous claim number:

a claim for a repeat prescription? Yes No If ‘Yes’, section E does not need to be completed.

Is this a claim for hospital cash benefit? Yes No

If ‘Yes’, send us the original admission and discharge form from the hospital where the treatment was provided. Section E must also be completed by the medical practitioner or specialist.

If ‘No’, provide the breakdown of the invoices being submitted with this claim:

Use a separate sheet if you need more space.

Does the patient have another insurance plan or policy that covers medical costs? Yes No

If ‘Yes’, provide the other insurer’s details including the name of the insurer, the insurer’s address and the patient’s plan or policy number with that insurer:

Section C: Claim details (continued)

Is the claim as a result of an accident? Yes No

If ‘Yes’, provide the circumstances of the accident including how it happened, the location, the time and the date, using a separate sheet if you need more space:

If the patient has suffered an injury as the result of an accident, are they claiming from a third party? Yes No

If ‘Yes’, provide the other insurer’s details including the name and the plan number below:

Section D: Data Protection, Access to Medical Reports and Declaration – the Declaration must be signed by the patient or the main member if the patient is a dependant under the age of 18

The words ‘Aetna’ and ‘other Aetna entities’ mean Aetna Global Benefits (UK) Limited and include any other Aetna International Inc. group company as the context requires.

Data Protection Notice

Aetna Global Benefits (UK) Limited (‘Aetna’, ‘we’) is the data controller of personal data collected and processed for the purposes set out in this document. Aetna considers personal data or personal ‘information’ to be confidential. We protect the privacy of that information in accordance with applicable privacy laws and regulations, as well as our own company privacy policies.

These laws and regulations include, but are not limited to, the Health Insurance Portability and Accountability Act Privacy Rules (HIPAA Privacy Rules), the General Data Protection Regulation (GDPR), the UK Data Protection Act 2018 and any applicable EU member state legislation and derogations.

We will use your personal data to determine eligibility and provide a quotation to you or to your broker; onboarding you to the plan, process payments, premiums and claims; managing, administering and improving your policy; investigating and responding to complaints; contact you with information about your plan and for the purposes of providing healthcare or wellness advice; fraud prevention together with any other regulatory checks; establish, exercise or defend legal claims or rights and to protect, exercise and enforce our rights, property or safety.

Where your health data is used for any of the above we rely on the insurance condition provided under the UK Data Protection Act 2018, which means we don’t need to acquire your consent for the processing.

We retain your personal data for as long as necessary to provide you the benefits under your insurance plan, until such time as any claim under the insurance policy is concluded, until the limitation for exercising any legal rights has expired or for compliance with any legal or regulatory requirements.

We may disclose information about you in various ways, including, but not limited to: health care operations, treatment, disclosure to other covered entities, plan administration, research, business associates, industry regulation, law enforcement, legal proceedings and public welfare.

In all situations other than those described above, we will ask for your written authorization before using or disclosing information about you.

We will not send any personal data or health information outside the EEA unless the appropriate protections are in place, or unless there are emergency medical ground for doing so.

To help us make sure that your personal information remains accurate and up-to-date, please inform us of any changes.

You have the right to access to your personal information, to request correction, erasure, restriction of processing, transfer of your information, and object to the processing of your personal data.

If you would like to exercise any of your rights relating to your personal data, or enquiry any further information, please contact our designated Data Protection Officer:

Data Protection Officer
50 Cannon Street,
London EC4N 6JJ
United Kingdom
Or
dpo@aetna.com

You can find our full terms and conditions and details of our privacy policy at https://www.aetnainternational.com/en/about-us/legal-notices.html

Access to Medical Reports Act 1988

In order to process your claim, we may need to apply for a medical report from any medical practitioner that has attended you. We will require your consent before we can apply for this.

Under the law, you can:

1. Give your consent. If you choose this option, your medical practitioner will send the report direct to us.

2. Request to see the medical report before it is sent to us. If you choose this option, we will notify the medical practitioner of your request when we apply for your records. You must contact your medical practitioner within 21 days of our notifying you that we have requested a medical report about you to make arrangements to see the report. If you fail to make contact within 21 days, the medical practitioner will be entitled to send the medical report direct to us. You also have a right to request the correction of any information you believe is misleading or incorrect. After you have seen the report, you must give your consent before the medical practitioner can release the report to us.

3. You have a right to withhold your consent. Please note that if you choose this option, we may be unable to accept or process your claim.

You have a right to ask your medical practitioner for any report (whether or not you had previously requested to see it) we have requested within six months of its having been supplied to us. Your medical practitioner is entitled to withhold some or all of the information contained in the report if (a) he feels that it may be harmful to you or (b) it would indicate his intentions in respect of you or (c) would reveal the identity of another person without their consent (other than that provided by a health professional in their professional capacity in relation to your care). Your medical practitioner may also charge you for any of these services.

Declaration

I declare that all the details given on this Claim form are true and accurate and that I have not missed out any details important to this claim. I understand that if this claim is found to be fraudulent, in whole or part, I may be committing a criminal offence and that this may invalidate the plan and make me liable to prosecution. For this medical claim I authorise any medical practitioner, specialist, consultant, therapist or other relevant establishment who has attended me/the patient in the past, or is attending me/the patient at present, to give any details that may be asked for by the insurer or any authorised administrator.

I confirm that I give explicit consent, within the provisions of the Data Protection Act 1998, (on behalf of myself and any family members specified in this form) for Aetna Insurance Company Limited (the insurer) to process our personal information with respect to our membership and I confirm that I have brought the Data Protection Notice to the attention of these family members.

(Our full terms and conditions and details of our privacy policy can be found at www.interglobalpmi.com)

I authorise and request any hospital, specialist, physician or other health provider to furnish the insurer or its duly authorised agent acting on its behalf with such information as the insurer or such agent may seek from them in connection with any treatment or other services provided to me or my dependant/s for the purpose of the insurer considering this claim.

I have been advised of my rights under the Access to Medical Reports Act 1988.

I do (not)* wish to see a copy of any medical report before it is sent to the insurer. (*Delete the word NOT if you wish to see a copy of the medical report before it is sent to the insurer).

Section E: Medical – must be completed by the medical practitioner/specialist/therapist

1. Contact and registration details

Name of medical practitioner/specialist/therapist: Qualifications:

Phone: Fax:

Email:

Date the patient first registered with you/the clinic/the hospital (dd/mm/yyyy):

2. Symptoms

a) Provide full details of the symptoms presented:

b) Has the patient suffered from the same or similar symptoms before? Yes No

If ‘Yes’, are the symptoms related to a previously diagnosed medical condition? Yes No

If ‘Yes’, specify the medical condition:

c) On what date did the patient first notice these symptoms (dd/mm/yyyy)?

d) On what date did the patient first present these symptoms to you (dd/mm/yyyy)?

3. Diagnosis

Diagnosis of medical condition, if known: ICD10 code:

Is there any underlying cause? Yes No

If ‘Yes’, provide details:

Is the medical condition as a result of an accident? Yes No

If ‘Yes’, was the patient under the influence of alcohol or any other intoxicating substance at the time of the accident? Yes No

Treatment proposed:

Investigations requested, if any:

In your opinion, is this condition: Acute Chronic Acute episode of a chronic condition

4. Type of complementary treatment recommended, if relevant:

Physiotherapy Osteopathic Chiropractic Homeopathic Acupuncture Traditional Chinese medicine Podiatry

Number of sessions needed:

5. Referrals

a) Was the patient referred to you? Yes No

If ‘Yes’, please complete ‘Section E: Medical (continued)’ on the back page.

Section E: Medical (continued)

6. Hospital admission

Has the patient been admitted to hospital for this condition? Yes No

If ‘Yes’, provide the following details:

Admission date (dd/mm/yyyy): Discharge date (dd/mm/yyyy):

7. Declaration

I declare that to the best of my knowledge and belief the information I have given in the Medical section of this Claim form is full, true and complete.

Date (dd/mm/yyyy):

5. Referrals (continued)

Name of referring practitioner: Date of referral (dd/mm/yyyy):

Qualifications: Phone:

b) Have you referred the patient? Yes No

If ‘Yes’, provide the following details:

Name of specialist you referred the patient to:

Date of referral (dd/mm/yyyy): Phone:

If available, please provide a copy of the referral letters.

Section F: Payment details

Have you personally had to pay costs for the treatment that you are claiming for? Yes No

If ‘Yes’, and you are personally seeking reimbursement, you must tell us how you wish to be reimbursed by ticking either 1, ‘Bank transfer’ or 2, ‘Foreign draft’, and completing the required information.

We will only issue payment to:

• the patient if they are 18 or over;
• the planholder if the patient is under 18 and is a dependant under the plan; or
• the parent or legal guardian named as the planholder, if the patient is the main member and is under 18.

If another person or entity has paid on your behalf please give their name:

Failure to complete all information for the chosen reimbursement method may result in you, the named person or entity:

• experiencing delays in receiving the claim settlement; and
• incurring additional bank charges.

1. Bank transfer – this is the quickest and safest method of payment

Name of account holder:

If the patient’s name (as given in section A) is different to the account holder name, please provide the following details:

Address of account holder:

Email address of account holder:

Telephone number of account holder:

Bank account details:

Bank name:

Bank address (including town and city):

BIC/SWIFT code:

Currency of bank account: Account number:

To help us direct your payments efficiently, supply the following as relevant:

IBAN number (mandatory for all payments to bank accounts in countries that have adopted IBAN):

Sort code (mandatory for UK located banks):

Routing Code/Branch Code (as available):

ABA number (mandatory for transfers to US located banks):

2. Foreign draft

Name to appear on the draft: Currency of the draft:

Checklist

There are two ways to send your claim to us:

1. By post – check you have included:

• a fully completed Claim form with signed and dated declarations
• original itemised invoices

Photocopies, receipts and credit card statements are not acceptable. We are unable to return original documents, but are happy to provide certified copies on request.

• an original hospital admission and discharge form if claiming hospital cash benefit

2. By email – have you read the scanned claims acceptance criteria? Yes No

You will find the criteria for accepting scanned claims in your Claims procedures or in the Members section at www.interglobalpmi.com

Please call us on +44(0)1252 896 396 or email igukclaims@aetna.com if you require any further assistance.

Send your claim to: Claims Team, Aetna Global Benefits (UK) Limited, 25 Templer Avenue, IQ Farnborough, Farnborough, Hampshire, GU14 6FE, United Kingdom. F +44 (0) 1252 745 921 W www.interglobalpmi.com