A. If the Injured Party is deceased, or lacks capacity, you must provide certain information regarding a personal representative to complete your claim form. If a personal representative has been appointed, you must provide the requisite information. If a personal representative has not yet been appointed, please follow the below instructions:
Representative [required field for both ER and IR claims]:
If the Injured Party is deceased, or lacks capacity, and a personal representative has not yet been appointed, enter the first and last name of the individual anticipated to be the personal representative, or the first and last name of the individual instructing the law firm to file this claim.
Representative Relationship [required field for IR claims only]:
If the Injured Party is deceased, or lacks capacity, and a personal representative has not yet been appointed, also provide “Representative Relationship” i.e. the relationship to the injured party of the person anticipated to be the personal representative or instructing the law firm to file the claim (relative, guardian/admin, or other with description).
B. The IR claim form asks for the Estate Tax ID if one is available. See the below clarification regarding this field:
Estate Tax ID [IR claim form, enter only if available]: If the estate has a Tax ID, it should be entered here. DO NOT enter the SSN, Int’l ID or Tax ID of the personal representative or the anticipated personal representative.