Worksheet
| Item | What to record | Your notes |
|---|---|---|
| Reason for cancellation | Exact event and date | Notes |
| Covered-reason wording | Policy section that may apply | Notes |
| Trip cost | Prepaid nonrefundable amount | Notes |
| Supplier refunds | Airline, hotel, tour or cruise refunds/credits | Notes |
| Medical proof | Provider statement when illness or injury is involved | Notes |
| Other proof | Employer, court, weather, carrier or authority record when relevant | Notes |
| Cancellation date | When suppliers were notified | Notes |
| Claim submission | Form, deadline and confirmation | Notes |
Before you rely on the checklist
- ☐ Mitigate loss by canceling bookings promptly when appropriate.
- ☐ Keep written supplier responses.
- ☐ Do not claim refunded amounts twice.
- ☐ Match every claimed amount to a booking record.