- Formal Claim against Cocogen
- Original copy of the Policy / Risk Note
- Original and /or duplicate copy of Bill of Lading (via Vessel)
- Original and /or duplicate copy of Airway Bill (via Aircraft)
- Original and/or duplicate copy of Commercial Invoice
- Original copy of Delivery Receipt
- Packing List
- Photographs
- Duly receipted formal claim against Vessel, Arrastre, Broker and Forwarder
When you're dealing with a loss, getting your insurance claim going can be overwhelming. Don't worry, we are here to help you through the process.
Be one step ahead and come prepared with the different claims requirements and documents needed to get started.
Claims Checklist for Motor Insurance
COCOGEN policyholders have exclusive access to Gawa Agad, an innovative claims program designed to improve claims processing time by allowing our clients to go directly to our accredited repair shops and coordinate requirements needed.
Insured
- Claimant's Incident Report (Cocogen form to be accomplished by the Insured)
- Pictures of Damage
- Police Report and/or Driver's
- Affidavit
- Registration Certificate and OR
- Driver's License and OR
- Stencils of Motor and Serial No.
- Copy of Insurance Policy
- Copy of OR or Proof of Premium Payment
- Pictures of Damage
- Certificate of Non-Recovery
- Alarm Sheet
- Complaint Sheet
- Police Report
- Registration Certificate and OR
- Driver's License and OR
- Copy of Policy
- Copy of OR of Premium Payment
Note: In addition to item A above
- Original Medical Receipts /OR
- Medical Certificate
Third Party (TP)
TP Claimant
- Pictures of Damage
- Police Report and/or Driver's
- Affidavit
- Registration Certificate and OR
Insured
- Registration Certificate and OR
- Driver's License and OR
- Driver's Affidavit
TP Claimant
- Quotation of Repair Estimate
- Pictures of Damage
Insured
- Registration Certificate and OR
- Driver's License and OR
- Driver's Affidavit
TP Claimant
- Original Medical Receipts /OR
- Medical Certificate
Insured
- Registration Certificate and OR
- Driver's License and OR
- Driver's Affidavit
Recovery
NOTE: If Insured was reportedly bumped by a third party, Insured has to provide the following documents of party at fault:
- Registration Certificate and OR
- Driver's License and OR
- Copy of Insurance Policy
- Copy of TIN and SSS ID
- Contact Number
NOTE: Insurance company has to submit their claim documents:
- Release of Claim
- Payment Voucher
- Registration Certificate and OR
- Driver's License and OR
- Policy of Adverse Party
- Pictures of Damage
- Repair Estimate / Computation of Liability
- Letter of Authority
Claims Checklist for Fire Insurance
Use this checklist to file a claim against any of the following COCOGEN Insurance policies: Fire, Home Excel Plus, Condo Excel Plus and ProBiz Excel Plus.
Documentary Requirements in case of Fire and Allied Perils
- Formal Claim against Cocogen
- Fire Department Report / Affidavit of Loss (for fire loss)
- Photographs
- Detailed repair estimate
- Declaration of Real Property
- DFloor Plan / Construction Plan
- Building Permit
- Lease Contract (if lot belongs to other than insured)
- Transfer Certificate of Title Appraisal Report (if any)
- Detailed inventory of all stocks and property risk whether damaged or undamaged
- Purchase / Sales Invoice
- Income Tax Return / Financial Statements
- Business License
- Registration of Business
- Appraisal Report
Claims Checklist for Marine Insurance
Speed up your marine insurance claims processing by having the following documents ready.
Documentary Requirements in case of Marine Cargo Claim
Documentary Requirements in case of Marine In Land / Truck Risk Claim
- Police Report / Incident Report
- Invoices
- Registration Certificate and Official Receipt
- Driver's License and Official Receipt
- Photographs
- Original copy of Delivery Receipt
- Original copy of Waybill, Delivery Receipt
- Maintenance Record of the Vehicle (atleast six (6) months prior to loss)
Documentary Requirements in case of Marine Hull Claim
- Police Report / Incident Report
- Marine Note of Protest
- Coastwise License
- Repair estimate
- Photographs
- Survey Report
- Certificate of Ownership
- Certificate of Philippine Registry
- Minimum Safe Manning Certificate
- Crew List
- Cargo Ship Safety Certificate
- Original copy of Policy
- Master Oath of Safe Departure
Claims Checklist for Engineering Insurance
Speed up your engineering insurance claims processing by having the following documents ready.
Documentary Requirements in case of Contractors/ Erection All Risk Claim
- Formal Claim against Cocogen
- Police Report / Incident Report
- Photographs
- Estimate &/or Actual Repair Cost
- Technical Report/Assessment as to the cause of loss
- Duly Accomplished and Signed Non-Waiver Agreement
- Invoices and/or Receipts
- Copy of Lease
- Copy of Contract
Documentary Requirements in case of Electronic Equipment Claim
- Police Report / Incident Report
- Invoices
- Registration Certificate and Official Receipt
- Driver's License and Official Receipt
- Photographs
- Proof of Purchase (Equipment)
Documentary Requirements in case of Third Party Property Damage Claim
- Formal Claim against Cocogen
- Photographs of Damaged Units
- Detailed Estimate
- Police Report / Affidavit of Loss
- Accomplished Sworn Statement of claim
- Accomplished Non Waiver Agreement
- Demand Letter of the Third party claimant
- Real Property Tax Declaration
- Supporting documents of the unit cost/ price per invoice
- Repair Invoice (if damage is already repaired)
- Floor Lay-out
- Copy of Lease
- Copy of Lease Contract
- Certificate of No Claim (for damaged vehicle
- Formal Claim of Third Party against Insured
- Driver's License of the owner of the vehicle for identity purposes
- Original Copy of Certificate of No Claim from their insurer
Documentary Requirements in case of Third Party Bodily Injury / Illness or Health/Death Claim
- Formal Claim against Cocogen
- Original Copy of Official Receipt of medical expenses
- Death certificate (for Death Claim)
- Police Report / Affidavit of Loss
- Birth Certificate (for Death Claim)
- Hospital Bill/Statement of Account (if hospitalized)
- Statement of Account (if hospitalized)
- Copy of driver's license (if due to vehicular accident)
- Doctor's prescription
- Admitting history & Physical Examination
- Vital signs chart
- Nurse's daily progress notes
- Additional Documents for Motor
- Post Mortem Certificate
Claims Checklist for Bonds Insurance
About to make a fidelity claim? We've listed all the documents you have to prepare for a faster, easier process.
Documentary Requirements in case of Performance Bond Claims
- Formal Statement of Claim to Surety with details and breakdown of claim
- The name(s) of individuals and entities involved in the notification.
- Job titles of all individuals involved.
- The date of first awareness by the insured of the circumstance or claim being notified
- Overview of the claim against the individual(s) and/or entity(ies) including '
- The factual background;
- The allegations being made against the individual(s) and/or entity(ies);
- The nature of action;
- The nature and amount of redress sought by the claimant, including the amount of damages (if any)
- The names, addresses and contact details of any external law firm(s) engaged by individuals or the entity in relation to the Circumstances notified and who they will be representing.
- The names of the individual lawyers who will be involved in the defense, and their proposed hourly rate.
- A copy of the engagement letter once a law firm is engaged.
- Once expenses have been incurred, a breakdown should be provided to show that such expenses were part of the costs to defend the Insured (e.g. Time charges should be broken down into the no. of hours a particular Lawyer has worked and the particulars of the case worked on). Also, any expenses should be substantiated with an Official Receipt and any pertinent documents that directly relate such expenses to the case
- Merits of the case and litigation budget.
- Updates/developments on the case if any
Claims Checklist for Liability Insurance
Process your engineering claim with ease by making sure you have the following documents ready.
Documentary Requirements in case of Directors and Officers Liability / Errors and Omission
- Copies of any relevant correspondence, pleading or other court documents.
- The name(s) of individuals and entities involved in the notification.
- Job titles of all individuals involved.
- The date of first awareness by the insured of the circumstance or claim being notified
- Overview of the claim against the individual(s) and/or entity(ies) including '
- The factual background;
- The allegations being made against the individual(s) and/or entity(ies);
- The nature of action;
- The nature and amount of redress sought by the claimant, including the amount of damages (if any)
- The names, addresses and contact details of any external law firm(s) engaged by individuals or the entity in relation to the Circumstances notified and who they will be representing.
- The names of the individual lawyers who will be involved in the defense, and their proposed hourly rate.
- A copy of the engagement letter once a law firm is engaged.
- Once expenses have been incurred, a breakdown should be provided to show that such expenses were part of the costs to defend the Insured (e.g. Time charges should be broken down into the no. of hours a particular Lawyer has worked and the particulars of the case worked on). Also, any expenses should be substantiated with an Official Receipt and any pertinent documents that directly relate such expenses to the case
- Merits of the case and litigation budget.
- Updates/developments on the case if any
Claims Checklist for Miscellaneous Insurance
For other miscellaneous casualty claims processing, you can find all the required documents here.
Documentary Requirements in case of Third Party Property Damage Claim
- Formal Claim against Cocogen
- Photographs of Damaged Units
- Detailed Estimate
- Police Report / Affidavit of Loss
- Accomplished Sworn Statement of claim
- Accomplished Non Waiver Agreement
- Demand Letter of the Third party claimant
- Real Property Tax Declaration
- Supporting documents of the unit cost/ price per invoice
- Certificate of No Claim (for damaged vehicle)
- Formal Claim of Third Party against Insured
- OR / CR of Motor Vehicles
- Driver's license of the owner of the vehicle for identity purposes
- Original copy of Certificate of No Claim from their insurer
- Repair Invoice (if damage was already repaired)
- Floor Lay-out
- Copy of Lease
- Copy of Lease Contract
Documentary Requirements in case of Bodily Injury / Illness or Health/Death Claim
- Formal Claim against Cocogen
- Original Copy of Official Receipt of medical expenses
- Original/ Certified True Copy of Death Certificate (for Death Claim)
- Police Report / Affidavit of Loss
- Birth Certificate (for Death Claim)
- Hospital Bill/Statement of Account(if hospitalized)
- Medical Certificate
- Post Mortem Certificate
- Statement of Account (if hospitalized)
- Copy of driver's license (if due to vehicular accident)
- Doctor's prescription
- Admitting history & Physical Examination
- Vital signs chart
- Nurse's daily progress notes
Documentary Requirements in case of Equipment Floater Claim / All Risks
- Formal Claim against Cocogen
- Police Report / Affidavit of Loss/ Incident Report
- Quotation / Repair Estimates
- Duly Signed Notarized Claim forms
- Forklift Operation and Safety Certification
- Technical Report
- List of Damaged stocks
- Delivery Receipts
- Sales Invoice
- Photographs
- Disconnection Notice
- Memorandum of Agreement
Documentary Requirements in case of Burglary/ Robbery/ Hold-Up Claim
- Formal Claim against Cocogen
- Police Report / Affidavit of Loss
- Audit Report & Breakdown of Loss
- Repair Estimates /Repair invoice (if damage is already repaired)
- Photos of forcible entry
- Sales & Collection Report
- Inventory Report / Book of Accounts
- Business Permits
Documentary Requirements in case of Misloading
- Formal Claim against Cocogen
- Police Report / Affidavit of Loss/Preliminary Loss Advise
- OR/CR of Motor Vehicles
- Driver's License
- Original copy of Misloading Receipt
- Original copy of Towing Receipt
Documentary Requirements in case of Fidelity Claim
- Audit Report showing discovery date & breakdown of loss
- Documents in support of Audit Report such as official receipts, invoices, sales & collection reports
- SSS / BIR / NBI / Personal Data Sheet (201 File) / Driver's License No. of the Employee
- Company procedures as to duties of employees
- Action taken to recover loss such as filing of criminal case
- Duties and responsibilities of the involved employee
Personal Accident Claim
Documentary Requirements in case of Medical Expenses Reimbursement
- Formal Claim against Cocogen
- Affidavit or incident report
- Medical Certificate
- Doctor's Prescription of Medicines
- Original copy of official receipts of medicine purchase
- Statement of Accounts (if hospitalized)
- Copy of driver's license (if due to vehicular accident)
Documentary Requirements in case of Disability/ Death Claim
- Formal Claim against Cocogen
- Affidavit or incident report
- Original/CertifiedTrue Copy of Death Certificate
- Original/Certified True Copy of Birth Certificate
- Marriage Contract (if married)
- Post-Mortem Certificate (if necessary)
- Clinical Records (if necessary)
- Vital signs chart (if necessary)
- Medical Certificate (if applicable)
- Admitting history (if available)
- Photos of affected body part/s
- Copy of driver's license(if due to MCY accident)
- Proof/police certification that the Insured was wearing helmet at the time of loss(loss due to MCY)
Documentary Requirements in case of Educational Assistance Claim
- Certificate of enrollment from the school attended
Documentary Requirements in case of Fire Assistance Benefit Claim
- Formal Claim against Cocogen
- Bureau of Fire Protection Certification
- Barangay Certificate that insured is a fire victim
- Photos of the Fire Incident
- Valid ID's with signature
