Get Cap Claim Form

This guide provides clear, step-by-step instructions on how to fill out the Cap Claim Form online. Whether you are a first-time user or need a refresher, this comprehensive approach will help you navigate the process efficiently.

Follow the steps to successfully complete the Cap Claim Form online.

1. Click ‘Get Form’ button to access the Cap Claim Form and open it in your preferred online editor.
2. Enter your personal details in Section A, including your employer, given name(s), surname, contact number, and payroll number.
3. In Section B, indicate if you would like to establish regular reimbursements for health insurance. Specify the payment amount for each pay period, and confirm that the expense was incurred by you or your spouse.
4. Proceed to Section C to list the reimbursements you seek. For each item such as credit card repayments or health insurance, enter the expense description and the total amount, including GST.
5. In Section D, indicate whether your personal bank account details have changed since applying for packaging. If yes, you will need to complete a 'Change of Personal Details Form'.
6. Go to Section E to understand the required documentation for your claims. Ensure that you have the necessary substantiation for the current and following FBT year.
7. Finally, complete Section F with your declaration, providing your signature and the date. Remember, your claim cannot be processed without this signature.
8. Once completed, save your changes, and download, print, or share the form as required.

Start filling out the Cap Claim Form online today for a smooth reimbursement process!