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How to Submit an Interim / Sta…
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Last modified on 12/08/2011 21:45 by User.

How to Submit an Interim / Stage 2 Settlement Pack

1.       When the case reaches “Stage of Stage 2.1” you can submit an Interim or Stage 2 Settlement Pack. 

Before submitting to the portal, provide the full details using either the 'Interim Settlement Pack' or 'Stage 2 Settlement Pack' link.

2. Once you have provided the details , you can then submit the pack to the portal using the settlement pack button

As it's critical milestone, you will have to confirm TWICE. Please check the values on the second confirmation before proceeding.

    3.   See the notes below on the Claimed Tab for the interim and Stage 2 Settlement Packs

4.       The “Offered” Tab displays the Insurer’s response to your request.

Interim Settlement Pack – “Interim Claimed” Tab

1.       If you are claiming more than £1000 and have more than 1 medical report you should attach them using the “Medical Reports” Tab. If you only have one medical report, this can be attached under the “Interim Claimed” tab with the appropriate loss type (e.g. General Damages)

 

2.       Provide the reason for the Interim Payment request. The standard interim payment is £1000 and does not require a detailed breakdown.

 

If you are requested more than £1000, then provide a detailed breakdown for each loss attaching any evidence / receipt / medical reports.

 

3.       To change the details of a loss in the list double-click on the name of the loss. The details will be copied to the update area where you can update them and click the Update Loss button

 

4.       To remove a loss from the settlement pack,  Right Click on the name of the loss and select the Remove Loss option. This will set the Gross and Net Values claimed to 0.

Stage 2 Settlement Pack – “Claimed” Tab

1.       If you have more than 1 medical report you should attach them using the “Medical Reports” Tab . If you only have one medical report, this can be attached under the “Claimed” tab with the appropriate loss type (e.g. General Damages)

2.       Please provide the Settlement  Pack Comments.  (eg. Case law supporting the settlement pack). These are required before a case can be submitted to the portal. If you have nothing specific to add, just enter "Stage 2 Settlement Pack"

3.       Provide a detailed breakdown for each loss attaching any evidence / receipt / medical reports.

4.       To change the details of a loss double-click on the name of the loss. The details will be copied to the update area where you can update them and click the Update Loss button

5.       To remove a loss from the settlement pack,  Right Click on the name of the loss and select the Remove Loss option. This will set the Gross and Net claimed values to 0.

 

Stage 2 Settlement Pack Counter Offers

See Making Counter Offers