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Claim of Negligence Questionnaire

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Claim of Negligence Questionnaire

Client name:     Address:

Home phone:     Work phone:     Cell phone:

Birth date:     Social Security Number:

Drivers License Number:     State:

THE ACCIDENT

Date of accident:     Time:     Location:

Owner of property at accident location:

Name:     Address:

Home phone:     Work phone:     Cell phone:

What were the weather conditions at the time of the accident?

Describe how the accident happened:

What were you doing immediately prior to the accident?

What do you think could have been done to prevent the accident?

Do you think anything could have been done to make the accident less serious?

If yes, please describe:

Are you aware of any previous complaints about the situation/location?

If yes, please describe:

RESPONSE TO ACCIDENT

Did you make any oral or written statements at the scene of the accident?

If yes, please describe statement and to whom:

Did you read and sign the statement?

Do you have a copy of the statement?

Did you make any oral or written statements after the accident, such as to an insurance adjuster?

If yes, please describe statement and to whom:

Did you read and sign the statement?

Do you have a copy of the statement?

Did the police come to the scene of the accident?

Do you have a copy of the police report?

Were any citations issued or arrests made?

Did anyone take pictures of the accident scene?

Did anyone take pictures of your injuries?

Do you believe alcohol/drugs/medication was a factor in causing the accident?

If yes, why?

Witness information:

Name:     Address:     Home phone:     Work phone:     Cell phone:

Name:     Address:     Home phone:     Work phone:     Cell phone:

Name:     Address:     Home phone:     Work phone:     Cell phone:

INJURIES

Were you injured in the accident?

Were you taken to the hospital?

If yes, name of hospital:     If yes, name of doctor:

If by ambulance, did the ambulance attendants place you in a neck brace back brace other

Did you get any medication or medical supplies? If yes, describe:

Did you have x-rays taken at the hospital?

What medical treatment have you received?

How often did you see the doctor?

How long did you see the doctor?

Next visit scheduled:     Diagnosis:

Have you had any similar problems before? If yes, explain:

Have you ever been rejected for military service because of physical, mental, or other reasons? If yes, explain:

Do you wear glasses, contact lenses, or any prosthetic devices? If yes, explain:

Is there any limitation on your driver’s license to operate? If yes, what is the limitation?

Have you ever been treated for alcohol or drug use? If yes, explain:

Have you ever been denied health or life insurance because of your health? If yes, by which company, and why?

OTHER DAMAGES/MISCELLANEOUS

List here every claim you have ever made for personal injury or property damage:

Date Against Whom Type of Claim Lawsuit Filed Result

What type of work do you do?

Have you lost any days of work from this injury?

If yes, give dates:

Have you lost any overtime from work from this injury?

If yes, give dates and times:

Was time off authorized by a doctor?

Have you received any increases or decreases in your pay since the accident?

If yes, describe:

Have you received Social Security benefits, workers’ compensation, or Medicare benefits as a result of this accident?

Are your work activities limited due to this accident?

Are other activities limited due to this accident?

If yes, describe:

Since this injury are your symptoms improving, worsening, same?

Were others involved or injured at the same time?

If yes, describe and provide contact information:

Did you have any property damages as a result of the accident?

If yes, describe:

Please provide the following dates and dollar amounts:

Date Lost Wages Lost Overtime Medical Care Medication/Medical Supplies Transportation Other

INSURANCE

Your insurance policy:

Carrier:     Address:

Medical coverage? If yes, limits:     Liability limits:

Claim Number:     Insured:     Adjuster:

Telephone Number:     Ext.

The other party’s insurance policy:

Carrier:     Address:

Medical coverage? If yes, limits:     Liability limits:

Claim Number:     Insured:     Adjuster:

Telephone Number:     Ext.

Do you have a criminal record? If yes, please describe:

Signature:

Date:

Printed Name:

Attorney/Representative:

Enter text✕

What the Claim of Negligence Questionnaire Is and when it’s used

The Claim of Negligence Questionnaire is a structured form used to collect facts, witness information, and damages-related details after an incident that may give rise to a negligence claim. It organizes claimant identity, incident chronology, witness statements, and supporting evidence to preserve facts, support insurance review, and inform counsel or claims examiners without initiating court proceedings.

Why a standardized questionnaire matters for negligence claims

A consistent questionnaire reduces information gaps, speeds investigation, and creates an audit trail useful for insurance adjusters and attorneys while preserving details that affect liability and damages.

Why a standardized questionnaire matters for negligence claims

Who typically completes or receives this questionnaire

Use the form to build a factual record that supports timely decisions while minimizing follow-up questions and data gaps.

  • Claimants and witnesses supplying first-hand incident details for accuracy and timeliness.
  • Insurance adjusters and examiners assessing liability, coverage, and required documentation.
  • Defense counsel, in-house legal teams, and outside counsel for early case evaluation.

Core sections to include in a professional questionnaire

A well-structured questionnaire groups entries so reviewers can quickly verify identity, reconstruct events, identify witnesses, quantify damages, and attach documents for a clear, defensible record.

Claimant Details

Full legal name, contact information, date of birth, and relationship to the damaged property or injured party to ensure identity verification and proper case linkage.

Incident Chronology

A chronological narrative with exact dates and times, locations, and sequence of events to preserve time-sensitive facts and support later timelines or expert analysis.

Involved Parties

Names, roles, and contact details for other involved persons or entities, including any alleged negligent party, employers, and third parties with potential liability.

Witness Statements

Witness names, contact details, and concise statements describing what each observed; include how and when each statement was collected for credibility.

Damages and Losses

Itemized description of physical injuries, property damage, lost income, medical treatment, and repair estimates to support damages calculations and reserve setting.

Supporting Evidence

Lists of photographs, medical records, invoices, police reports, and other attachments that corroborate the claimant’s account and document losses.

Step-by-step: completing the questionnaire accurately

Follow these four practical steps to collect and record the core information in a defensible sequence.

  • 01
    Gather IDs: Obtain claimant and witness identification before recording information.
  • 02
    Record Facts: Capture date, time, location, and a factual narrative without legal conclusions.
  • 03
    Attach Evidence: Upload photos, invoices, and reports to corroborate entries.
  • 04
    Review & Sign: Have the claimant review for accuracy and sign to attest to truthfulness.

Configuring an online workflow for questionnaire completion

Set up a role-based workflow so data is collected, validated, and retained securely with minimal manual handoffs.

Field Configuration
Signing Order Sequential signing with claimant first, then witness or adjuster review.
Verification Enable email or SMS code authentication for claimant identity confirmation.
Required Attachments Make photos and invoices required to complete submission.
Retention Settings Set document retention per your records policy and applicable law.

Where to send or file a completed questionnaire

A clear distribution path ensures the questionnaire reaches the correct reviewer and is archived with provenance details.

  • Submit to Adjuster: Send the completed file to the assigned claims adjuster for intake.
  • Provide to Counsel: Route to in-house or outside counsel for early case assessment.
  • Share with Insurer: File with the insurer’s claim system and attach to the policy file.
  • Archive Securely: Store a read-only copy in the records repository with audit trail.

Digital signing and platform requirements

Ensure the platform provides encryption in transit and at rest, audit logs, and role-based access controls to meet regulatory and internal policies.

  • Authentication: Email, SMS code, or stronger MFA
  • File Formats: PDF, DOCX, and image support
  • Integrations: CRM, cloud storage, and case management

Consequences of incomplete or inaccurate questionnaires

Delayed Claim: Processing delays and extended investigation times.
Coverage Denial: Insurer may cite material omissions as a basis to deny.
Lost Evidence: Delayed reporting can result in lost or degraded evidence.
Legal Exposure: Inaccurate statements may harm credibility in litigation.
Statute Issues: Errors can affect tolling and limitation periods.
Financial Risk: Unquantified damages may reduce recovery potential.

Common mistakes to avoid when preparing the questionnaire

  • Failing to include exact dates and times, which undermines timeline reconstruction and weakens causation analysis.
  • Accepting conclusory language rather than factual observations, prompting follow-up and credibility disputes.
  • Omitting witness contact details or statements, which can prevent corroboration during early investigations.
  • Uploading low-quality photos or unlabelled documents, increasing review time and the risk of misinterpretation.

Essential data fields to capture for a complete intake

Claimant Name: Full legal name as on ID.
Incident Date: MM/DD/YYYY format required.
Incident Location: Street, city, state, ZIP.
Event Description: Factual narrative only.
Witness Info: Name and contact details.
Damages Summary: Itemized loss amounts.

Comparing eSignature platforms for questionnaire workflows

Basic pricing and feature indicators for common eSignature vendors; signNow appears first for direct comparison on price and core capabilities.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varied Varied Varied Varied
Bulk Send Yes Varied Varied Varied Varied
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Varied Varied Varied Varied

Frequently asked questions about the Claim of Negligence Questionnaire

Answers to common legal, procedural, and technical questions encountered during intake and eSubmission.


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