Get Trader Claim Form - Paul Humphreys Credit Insurance Services

Filling out the Trader Claim Form is an essential step in processing your claim effectively. This guide provides comprehensive instructions to help you complete the form accurately and efficiently, ensuring that you have all necessary information at hand.

Follow the steps to successfully complete the Trader Claim Form.

1. Click ‘Get Form’ button to acquire the Trader Claim Form and open it in the document editor.
2. Begin by entering the policyholder’s name and the policy reference number in the appropriate fields at the top of the form.
3. Provide the buyer’s name and company registration number in the designated areas to identify the individual or organization you are filing a claim against.
4. Indicate the reason for your claim by ticking one of the options: Insolvency, Court Action, or Debt Collection. If applicable, enter the date the action started and provide the name of the solicitor or debt collector.
5. Fill out the account details section, including the date the buyer's account was opened, the agreed payment terms, and any retention of title or security details related to your claim.
6. State when you first became aware of a problem with the buyer's account. Be specific and detailed in your response.
7. In the credit limit section, designate whether the credit limit was supplied by Credit Shield or set discretionarily by you, including amounts and dates as applicable.
8. Proceed to the claim calculation section where you will detail the total amount outstanding, deduct any excess amounts or percentages, and arrive at the total amount being claimed.
9. Complete the declaration at the bottom of the form to affirm that all provided information is accurate. Include your signature, printed name, position, and the date.
10. Finally, ensure that you attach all supporting documents required for your claim, as indicated on the form. Review all sections and once you are satisfied, save your changes, download, print, or share the completed Trader Claim Form.

Complete your Trader Claim Form online today to initiate your claim processing.