Get Fidelity Guarantee

Completing the Fidelity Guarantee Claim Form accurately is essential for processing your claim efficiently. This guide provides a step-by-step approach to help you navigate each section of the form with ease.

Follow the steps to complete your Fidelity Guarantee Claim Form.

1. Press the ‘Get Form’ button to obtain the form and access it in the designated interface.
2. Fill in the policy information section with the policyholder's full name and the policy or certificate number.
3. In the claimant details, if the claimant differs from the policyholder, provide their full name, email address, and telephone number. Indicate if the company is GST registered.
4. Detail the loss by entering the employee's name, address, mobile number, date of employment, occupation, remuneration, and date of termination.
5. Indicate whether the employee has been continuously in service since the date of employment and provide details if not.
6. Describe the nature of the loss, when it was discovered, and by whom, including the specific dates and methods of the fraudulent acts committed.
7. Provide information about the loss value and whether the employee agrees with the amount of deficiency.
8. Answer questions regarding checks and supervision in place, mentioning the supervisor's name if applicable.
9. Indicate whether any previous similar incidents were committed by the employee and describe them if applicable.
10. Provide details regarding any other insurance covering the same loss, if applicable.
11. State whether any money or property belonging to the employee is in your custody and the amount, if any.
12. Confirm if you know the current whereabouts of the employee and provide details.
13. Indicate if you are in communication with the employee or their family and provide details.
14. Confirm whether you have removed all goods or property belonging to you from the employee's custody.
15. State whether the employee’s customers have been advised of their lack of authority to represent your company.
16. Indicate whether a report was made to the police.
17. Complete the bank account details section, providing the bank account name, bank name, bank code, account number, and branch code for any direct transfers.
18. Read and acknowledge the declaration, authorization, and customer’s data privacy consent sections, and provide the required signatures.
19. Submit the form along with the necessary documents required for claim assessment, ensuring that you have retained originals for any supporting documents.
20. After completing the form, you may save changes, download, print, or share the form as needed.

Submit your Fidelity Guarantee Claim Form online today to ensure your claim is processed promptly.