Trustmark Wellness Rider Claim Submission Instructions
This document provides detailed instructions for submitting a Wellness Rider Claim with Trustmark. It outlines the requirements for supporting documentation and the claim form. Ensure to follow all instructions to avoid delays in claim processing.
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How do I fill this out?
To fill out the claim form, start by gathering all necessary information and supporting documents. Complete all required sections of the form without missing any details. Finally, review your submission carefully before sending it to ensure accuracy.

How to fill out the Trustmark Wellness Rider Claim Submission Instructions?
1
Gather all necessary supporting documentation.
2
Fill out Section A and Section B of the claim form.
3
Attach proof of treatment and other required documents.
4
Sign and date the claim submission form.
5
Submit your completed claim form through the specified method.
Who needs the Trustmark Wellness Rider Claim Submission Instructions?
1
Policy Owners who wish to claim benefits.
2
Health professionals requiring proof of services rendered.
3
Individuals who underwent wellness tests.
4
Dependents of policy owners needing coverage.
5
Trustmark agents managing client claims.
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Click on the field you wish to edit.
3
Input your information into the designated areas.
4
Review all your edits before finalizing.
5
Save or download your edited PDF for submission.

What are the instructions for submitting this form?
To submit your Wellness Rider Claim Form, please email it to RiderClaimsVB@trustmarkbenefits.com, or fax it to (508) 471-3208. If you prefer to send by mail, address it to Trustmark Companies, Attn: Claims, 100 North Pkwy, Worcester, MA 01605. Ensure all required documents are attached and that your submission is signed. Follow these guidelines to ensure successful processing of your claim.
What are the important dates for this form in 2024 and 2025?
As this form is related to healthcare services, it is advisable to stay updated with any changes to benefit offerings for the years 2024 and 2025. Specifically, review your policy provisions regularly. Note that different deadlines may apply based on the services rendered.

What is the purpose of this form?
The purpose of this form is to simplify the process of claiming benefits related to wellness services under the Trustmark insurance policy. It ensures that all necessary information and documents are collected for a smooth claims process. By filling out this form accurately, policyholders can facilitate quicker reimbursements and ensure they receive the benefits they are entitled to.

Tell me about this form and its components and fields line-by-line.

- 1. Policy / Certificate #: A unique identifier for your insurance policy.
- 2. Name: The legal name of the policy owner.
- 3. Address: The home address of the policy owner.
- 4. Phone #: Contact numbers, including home and cell.
- 5. DOB: Date of birth of the policy owner.
- 6. SSN: Social Security Number of the policy owner.
- 7. Claim Submission Signature: Signature and date confirming the accuracy of information.
- 8. Wellness Clinic or No Proof of Treatment: Section to be completed by the medical professional.
What happens if I fail to submit this form?
Failing to submit this form correctly may result in delays or denials of benefits. Incomplete or illegible submissions will require additional follow-up, which can extend the processing time. It is essential to ensure all parts of the form are filled accurately before sending.
- Delayed Claims Processing: Incomplete submissions can postpone access to funds.
- Claim Denial: Missing information could lead to outright denial of claim.
- Increased Workload: Incorrect submissions create additional workload for processing staff.
How do I know when to use this form?

- 1. Routine Wellness Check-ups: Submit for reimbursement post wellness exams.
- 2. Preventive Screenings: Claim for tests like mammograms or colonoscopies.
- 3. Diagnostic Procedures: Use the form for tests that fall under diagnostic criteria covered.
Frequently Asked Questions
How do I submit my Wellness Rider Claim?
You can submit your claim via email, fax, or postal mail as detailed in the instructions.
What supporting documents are required?
You must include proof of treatment, such as bills or invoices, along with the completed claim form.
Can I edit the PDF form online?
Yes, you can use PrintFriendly to edit your PDF before submission.
Is a signature required on the claim form?
Yes, ensure you sign and date the form to validate your submission.
How do I know if my claim is being processed?
You can contact Trustmark customer service for updates on your claim status.
What if I miss a required field?
Incomplete submissions may delay your claim. Please double-check all fields before sending.
How can I share this form with someone else?
Use the share button on PrintFriendly to send the PDF via email or social media.
Can I withdraw my consent for electronic communications?
Yes, you can withdraw your consent at any time as instructed in the document.
What should I do if I need more time to gather documents?
Contact Trustmark to inform them of your situation, as extensions may be available.
Where can I find additional resources?
Visit the Trustmark website for more information about claims and benefits.
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