Overview
Purpose
- Use the correct form and policy-required wording.
- Show valuation math and how amounts were derived.
- Note submission requirements and delivery methods.
Quality checklist
Ready-to-send
- Include notarization where required by the carrier.
- Match amounts to estimates and exhibits.
- Meet submission deadlines and retain proof of delivery.
What to include
Use these pieces to keep the proof of loss templates packet complete.
Core documents
Build the file
- Sworn proof of loss form.
- Loss summary schedule by coverage.
- Notary acknowledgement or jurat as required.
Supporting proof
Evidence to attach
- Estimate printouts and summaries.
- Inventory or contents worksheets.
- Photos and receipts backing claimed amounts.
Delivery notes
Keep it moving
- Send via the carriers required channel (portal or mail).
- Save delivery receipts and confirmation numbers.
- Retain signed originals securely.