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Checklist Guidelines

Documenting economic loss can be a very complex task. Many types of information need to be gathered depending on the period studied, the form of compensation and the type of employee benefits provided.

The specific information needed is listed in detailed checklists by type of case. While every effort should be made to secure this data, in most cases, not all of the information will be readily available.

Although the best reports have strong documentation, many reports can be completed with only limited data. In these cases, reasonable estimates can be obtained by using statistical or survey information as substitutes for missing items.

Only submit information that relates to economic loss. Some examples of unnecessary extraneous information are performance appraisals, medical records, health insurance policy coverages and attendance records.

Please contact me with any questions that arise in gathering checklist data.

Sheldon Wishnick, Fellow, Society of Actuaries