Claim Documentation Checklist

Claim Documentation Checklist

– Use this checklist to ensure every claim file is submission-ready and payment-worthy.

✅ Core Documents to Include:

  • Invoice (matches estimate exactly)

  • Estimate (signed, dated, with all scope items and areas affected)

  • Work Authorization / Service Agreement

  • Certificate of Completion (COC)

  • Dry Logs or Monitoring Logs (if applicable)

  • Drying Time Protocol or Job Duration Confirmation

  • Photos (before, during, after)

  • W9 (first page only; correct mailing address)

  • Policy Info or LOR (Letter of Representation)

✅ Core Documents to Include:

  • Invoice (matches estimate exactly)

  • Estimate (signed, dated, with all scope items and areas affected)

  • Work Authorization / Service Agreement

  • Certificate of Completion (COC)

  • Dry Logs or Monitoring Logs (if applicable)

  • Drying Time Protocol or Job Duration Confirmation

  • Photos (before, during, after)

  • W9 (first page only; correct mailing address)

  • Policy Info or LOR (Letter of Representation)

  • All addresses match across documents

  • Invoice + Estimate totals are identical

  • Work dates match DTP, invoice, and estimate

  • DTP marked as “last” page in file

  • File order: Invoice → W9 → Docs → Photos → DTP

🔍 Pre-Submission Checks:

🔍 Pre-Submission Checks:

  • All addresses match across documents

  • Invoice + Estimate totals are identical

  • Work dates match DTP, invoice, and estimate

  • DTP marked as “last” page in file

  • File order: Invoice → W9 → Docs → Photos → DTP

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