An Insurance Receipt is a crucial document in Canadian insurance transactions, serving as official evidence of premium payment and policy verification. This document is required whenever an insurance premium payment is made, whether for new policies, renewals, or installment payments. The receipt must comply with federal regulations including the Insurance Companies Act and provincial insurance legislation, while also adhering to PIPEDA for personal information protection. It contains essential information such as policy details, payment amounts, coverage periods, and policyholder information, making it valuable for tax documentation, audit purposes, and proof of insurance coverage. The document is particularly important in claims situations and for maintaining accurate financial records.
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1. Receipt Header: Insurance company details including name, address, license number, and contact information
2. Policy Information: Policy number, type of insurance, and coverage period
3. Policyholder Details: Name, address, and contact information of the insured party
4. Payment Information: Premium amount, payment method, date of payment, and transaction reference number
5. Coverage Summary: Brief description of key coverage details and any relevant deductibles
6. Tax Information: GST/HST numbers and tax amounts if applicable
7. Authentication: Receipt number, date of issue, and authorized signature or digital verification
1. Broker Details: Information about the insurance broker if the policy was purchased through an intermediary
2. Payment Schedule: Include when premium is paid in installments, showing payment plan details
3. Discount Summary: List of applied discounts or premium adjustments, included when specific discounts are applied
4. Claims Contact: Specific claims reporting information, included for certain types of insurance
5. Digital Transaction Details: Additional verification information for online or electronic payments
1. Premium Breakdown Schedule: Detailed breakdown of premium calculations and any applicable fees or charges
2. Tax Certificate: For insurance products that qualify for tax deductions, providing necessary tax documentation
3. Payment History: Record of previous payments when the receipt is for a recurring payment plan
4. Coverage Details: Detailed list of covered items or specific coverage terms referenced in the main receipt
Relevant legal definitions
Clauses
Relevant Industries
Insurance
Financial Services
Healthcare
Real Estate
Automotive
Construction
Professional Services
Manufacturing
Retail
Transportation
Agriculture
Relevant Teams
Finance
Accounting
Risk Management
Compliance
Administration
Claims Processing
Customer Service
Records Management
Treasury
Accounts Receivable
Policy Administration
Underwriting
Audit
Relevant Roles
Insurance Agent
Insurance Broker
Claims Adjuster
Financial Controller
Accountant
Risk Manager
Compliance Officer
Administrative Assistant
Finance Manager
Insurance Underwriter
Policy Administrator
Treasury Manager
Accounts Receivable Specialist
Records Manager
Audit Manager
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