Worksheet
| Item | What to record | Your notes |
|---|---|---|
| Policy | Certificate, policy number, confirmation | Notes |
| Timeline | Date, time, location and sequence of events | Notes |
| Payment proof | Receipts, card statements, invoices | Notes |
| Carrier / supplier proof | Delay, cancellation, refund or baggage statement | Notes |
| Medical proof | Provider note, diagnosis, invoice, discharge record when relevant | Notes |
| Police / authority report | When required for theft, loss or another covered event | Notes |
| Refunds | Airline, hotel, tour, cruise or other reimbursements already received | Notes |
| Claim form | Completed current insurer form | Notes |
Before you rely on the checklist
- ☐ Keep originals or readable copies.
- ☐ Match each claimed expense to a receipt.
- ☐ Explain currency conversions if needed.
- ☐ Save submission confirmation and follow-up correspondence.