Sample Letter Requesting Claim Payment History

NOTE: This letter is a sample that must be customized to fit the facts of your individual situation and claim. All bracketed and underlined portions must be completed or revised before sending. Use this letter to request an updated, itemized list of all payments your insurance company has made on your claim. (PRINT THIS LETTER AS A PDF.)

(Date)

(Name of Adjuster or highest ranking ins. co. employee)
(Name of Insurance Company)
(Address)

Re: Claim Number: ______________
Date of Loss: _______________
Name of Insured: _____________________________
Address of Insured Property: __________________________________________________

Dear [INSURANCE COMPANY],

Please provide [me/us] with complete and current list of all payments made to date by [INSURANCE COMPANY] on this claim. Please include the status of all payments made by [INSURANCE COMPANY], showing date of payment, number of the check, amount paid, and under what area of coverage the payment applies.

If a check includes payments under more than one area of coverage, please explain the break down.

Please send [me/us] this information within the next fifteen (15) calendar days to the mailing address below. And, from now on please provide [me/us] with a written status report each month of payments made by area of coverage for [my/our] files.

Thank you in advance for your prompt handling of this request.

Sincerely,

YOUR NAME
MAILING ADDRESS


The information presented in this publication is for general informational purposes and is not a substitute for legal advice. If you have a specific legal issue or problem, United Policyholders recommends that you consult with an attorney. Guidance on hiring professional help can be found in the “Find Help” section of www.uphelp.org. United Policyholders does not sell insurance or certify, endorse or warrant any of the insurance products, vendors, or professionals identified on our website.

Source: https://uphelp.org/claim-guidance-publications/sample-letter-requesting-claim-payment-history/
Date: October 13, 2024