Assignment of Benefits Form
Billing

Assignment of Benefits Form

1 page8 fieldsHIPAA-ready

Form preview

formisoft.com/f/assignment-of-benefits
Assignment of Benefits Form
Patient Name
Insurance Provider
Policy Number
Group Number
Authorization Statement
Release of Information Consent
I agree to the terms above
Sign here
Patient Signature
Sign here
Date
Submit

The Assignment of Benefits Form is a critical billing document that authorizes a patient's insurance company to send reimbursement payments directly to the healthcare provider rather than to the patient. This arrangement benefits both parties: the practice receives payment faster and more reliably, while the patient avoids the hassle of receiving checks and forwarding them to the provider. Without a signed AOB on file, insurance payments may default to the policyholder, creating delays in revenue collection.

This form captures all required information for a valid assignment, including the patient's insurance provider, policy number, and group number, along with a clearly worded authorization statement that meets payer requirements. It also includes a release of information consent clause, granting the provider permission to share necessary medical records with the insurer for claims adjudication purposes. Both elements work together to facilitate smooth, uninterrupted claims processing.

Widely used across primary care practices, urgent care clinics, physical therapy offices, and hospital outpatient departments, this form is essential for any practice that bills insurance. Collecting a signed Assignment of Benefits during patient registration ensures your billing department can process claims efficiently and receive direct reimbursement from the first visit onward.

What's included

  • Patient identification and demographic fields
  • Insurance provider and policy identification
  • Group number for employer-sponsored plans
  • Legally compliant authorization statement
  • Release of information consent for claims processing
  • Patient signature with date validation
  • Consent agreement with e-signature

Who uses this template

  • New patient registration at insurance-billing practices
  • Annual re-authorization for ongoing treatment plans
  • Outpatient department and ambulatory care intake
  • Specialty referral billing setup for new providers

All form fields

8 fields across 1 page. Customize any field after signing up.

Patient NameText
Insurance ProviderText
Policy NumberText
Group NumberText
Authorization StatementCheckbox
Release of Information ConsentConsent Agreement
Patient SignatureE-Signature
DateDate

Use this template

Sign up and start customizing the Assignment of Benefits Form for your practice. 30-day money-back guarantee.

$79.99/mo · Cancel anytime · HIPAA compliant

Related templates