SBI General Health Insurance Claim Form

SBI General Health Insurance Claim Form

SBI General health insurance claim form is an official document provided by SBI General Insurance Company Private Limited. It is an integral form that is mandatory for raising a claim under a SBI General health insurance plan. A completely filled and signed form is mandatory to be submitted for a successful claim request.

What is the SBI General Health Insurance Claim Form?

The SBI General health insurance claim form contains information about the insured, their health insurance plan, insurance history, hospitalization and medical bills. A valid claim form is required to get the reimbursement of medical expenses as covered per your policy's terms.

Types of SBI General Health Insurance Claim Forms

The insured can raise a SBI General health insurance claim of two types, cashless and reimbursement. They must download the respective claim documents for the type of claim they want to initiate.

• The insured must first pay medical expenses themselves for a reimbursement claim in health insurance. Later, they can raise a reimbursement request by submitting a SBI General claim form.
• For a cashless hospitalization, the insurer settles the medical bill directly with the hospital. The insured must fill out the 'pre-authorization form' to raise a cashless health insurance claim.

How to Download the SBI General Health Insurance Claim Form?

Here are different ways through which you can download the SBI General health insurance claim form:

Website - Downloads Page

• Visit the 'Downloads' page on the official website of the SBI General Insurance Company Private Limited
• Select 'Health Insurance' from the options mentioned on the left margin
• A list of different health insurance products will be displayed.
• Select your health insurance plan
• Click on 'Health Claim Form'
• The claim form will open in a new tab

Website - Claims Page

• Visit the website's homepage and click on 'Claim' option on the horizontal menu bar
• You will see a section of 'Download Claim Form' on the right side of the page
• Click on the policy name. The claim form will open in a new tab

Other ways to get the SBI General health insurance claim form

Visit the nearest branch office to obtain a physical copy of the SBI General health insurance claim form

How to Fill the SBI General Health Insurance Claim Form?

The SBI General health insurance claim form comprises two parts, A and B. Both the parts of the claim document must be filled out completely for a successful claim request.

1. Part A of the SBI General Health Insurance Claim Form

   Here are the fields that the insured or the proposer must fill out accurately in the SBI General health insurance claim form Part A:

   Details of Primary Insured: Policy no., Sl. no./certificate no., company/ TPA ID no., name, address, contact details

   Details of Insurance History: Currently covered by any other mediclaim/ health insurance; date of its commencement, company name, policy no., sum insured; if hospitalized in last four years, its date, diagnosis; if previously covered by any other claim and its company name

   Details of Insured Person Hospitalized: Name, gender, date of birth, relationship to primary insured, occupation, address, contact details

   Details of Hospitalization: Name of hospital where admitted, room category occupied, hospitalization reason, date and time of admission, date and time of discharge, cause of injury, system of medicine

   Details of Claim: Details of the treatment expenses claimed, claim for domiciliary hospitalization, details of lump sum/cash benefit claimed, check list for claim documents submitted

   Details of Bills Enclosed: Sl. no., bill no., date, issued by, towards, amount

   Payee Details: Bank name, bank branch, bank account no., IFSC code, MICR no., PAN no.

   Declaration by the Insured: Date, place, signature

   Disclaimer: The above-mentioned claim form details are indicative only. The policyholder must fill out all required details in the claim form provided by SBI General Insurance Company Private Limited.

2. Part B of the SBI General Health Insurance Claim Form

   Part B of the SBI General health insurance claim form is a document that must be filled out by the hospital.

Common Mistakes to Avoid when Submitting SBI General Health Insurance Claim Form

An incomplete or incorrectly filled claim form can result in claim rejection. Here are a few mistakes that the insured must avoid when submitting the SBI General health insurance claim form:

• Spell errors in name, address
• Mismatch in age, policy number, PAN, etc.
• Raising a claim for non-medical expenses
• Mismatch in signature
• Submitting claim documents after the specified time
• Filing a claim for an amount higher than the sub-limit
• Not attaching original medical bills and receipts
• Submitting incomplete or incorrect documents

Documents Required with the SBI General Health Insurance Claim Form

Here is a list of documents that the insured must submit along with the SBI General health insurance claim form:

• Original final medical bill
• Original discharge summary
• Original payment receipts
• Original pharmacy bills
• Original diagnostic and pathology reports
• Original doctor consultation bills
• Copy of PAN Card or Aadhaar of proposer
• Cancelled cheque/ bank statement/ bank passbook

FAQs on SBI General Health Insurance Claim Form