Bupa cash plan claim 2026

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  1. Click ‘Get Form’ to open the bupa cash plan claim in the editor.
  2. Begin by entering your personal details in section A. Fill in your title, surname, first name(s), address, postcode, telephone number, mobile number, email address, and date of birth. Ensure all fields are completed in BLOCK CAPITALS.
  3. If the claimant is different from you, complete their details in the claimant section. Indicate if this claim is due to a third-party accident or injury.
  4. In section B, provide your bank details for direct credit payment. Enter the account holder’s name, bank name, account number, and sort code. Sign and date this section.
  5. For section C, tick the appropriate box for the benefit you are claiming and complete any relevant sections as indicated.
  6. Attach copies of receipts as required in section D and ensure they are itemized with practitioner details.
  7. Complete any additional sections based on your specific claim type (e.g., maternity or dental injury) as outlined in the form.
  8. Finally, review all information for accuracy before submitting your claim through our platform.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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With our One Fund cash plan your clients employees can claim back the costs of dental check-ups, eye tests, physiotherapy and much more up to an agreed limit. Its designed to help minimise absenteeism, attract and retain the key staff and keep everyone performing at their best.
You can make a claim in one of two ways: Use our digital form to send information and upload documents online. Download and fill in a claim form then send it to us, by post or email, with the documents we need.
Then contact us on 0300 123 3253 with details of the referral.
Fixable benefits In todays uncertain world incomes can fluctuate. So, we offer the option to fix 100% of your initial benefit by providing financial evidence up front.
If you wish to claim under a Personal Accident, Fracture Cover or Life Cover benefit, where applicable to your plan, please contact 0300 123 3256 or cashplan@the-exeter.com for the appropriate claims form. Were open Monday to Friday, 9am to 5pm.