Intake Referral Information
Job Analysis Worksite Assessment

Name:

Date of Birth:

Claim #:

Date of Loss:

Policy #:

Policy Holder:

Street Address:

City

Postal Code:

Home Telephone Number:

Cellphone Number
Work Number

Occupational Title:

Workplace Address:

Workplace City

Workplace Postal Code:

Contact Person:

Work Telephone #:

Type of Referral:

Job Analysis (physical demands analysis):

Worksite Assessment (assisting claimant to return to work by providing ergonomic recommendations):

Special Instructions:

Should we contact your claimant?

Yes:
No :

Would you like confirmation of work information from both the claimant and the employer?

Yes:
No :

Additional Instructions:

Referral Date:

Claims Adjuster:
Insurance Company:
Address:
Phone Number:
Fax Number:
Important: In order to proceed, we will need a completed OCF-2 or OCF-16 signed by the claimant. Please forward by fax at 905-771-1177