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Fidelity

About to make a fidelity claim? We've listed all the documents you have to prepare for a faster, easier process.

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Fidelity

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BASIC DOCUMENTSOPTIONAL DOCUMENTS
  • Audit Report showing discovery date & breakdown of loss
  • Documents in support of Audit Report such as official receipts, invoices, sales & collection reports
  • Adjuster’s Report, if assigned to adjuster
  • SSS / BIR / NBI / Personal Data Sheet (201 File) / Driver’s License No. of the Employee
  • Company procedures as to duties of employees
  • Action was taken to recover loss such as filing of criminal case
  • Duties and responsibilities of the involved employee