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1 1 Step 1 : Incident Reporting Notify your agent, broker or EQI about the incident immediately. 2 2 Step 2 : Download Relevant Claim Forms For Medical Insurance, download the Hospital & Surgical claim form and submit the completed form to us within a month. 3 3 Step 3 : Submission of Documents Submit to EQI all relevant documents like original medical bills, receipt and invoices. 4 4 Step 4 : Additional Documents A medical report may be required.