![]() Employer's Statement (to be completed by the owner if self-employed).The following forms are required to make a disability claim: If proof is received later than 6 months after notification we will only go back 1 year from the date proof is received. If your client has been disabled for more than 1 year, as per the contract we can go back 1 year from the date we receive notification of disability provided that proof of disability is received within 6 months of notification. ![]() Please ensure the forms are completed after the qualifying period has been met. If there is no advisor involved with the claim, we write to the Client directly to request income information.If we have not received the Client's income information and we have made the decision to approve, we normally e-mail the advisor to let them know what we need. Even if we approve the claim, we cannot do any disability transactions until we receive income information.Refer to Income information for disability income claims. Since prorating may be required, we cannot consider a claim for disability income until we review the Client's income information.
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