Bupa cash plan claim 2026

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  1. Click ‘Get Form’ to open the bupa cash plan claim form in the editor.
  2. Begin by filling out Section A with your personal details, including your Membership Number and Name. Ensure all information is accurate.
  3. In Section B, indicate who you are claiming for by providing details of the main member, any adult dependants, and child dependants. Include their dates of birth and contact information.
  4. Proceed to Section C to detail your claim. Tick the appropriate boxes for the benefits you are claiming and provide the date and amount for each service received.
  5. Complete Section D with your bank account details for payment processing. Ensure that you authorize Bupa Cash Plan to pay claims into this account.
  6. Review Section E's checklist to confirm all required documents and signatures are attached before submission.
  7. Finally, sign and date Section F to declare that all information provided is true and complete.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
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.
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.
Then contact us on 0300 123 3253 with details of the referral.
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.
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.