ARTICLE
30 September 2015

Personal Injury / Fatality Loss Assignments

The documents required will vary from case to case depending on the circumstances.
Canada Business Valuation and Financial Loss
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PRELIMINARY DOCUMENTS REQUEST LIST

Client _________________________________________________________

Completed by ___________________________ Date _______________

Note: The documents required will vary from case to case depending on the circumstances.

Document Held by
(Person's
Name)
Date
Requested
Date
Received
Document
Identifier
1. The Pleadings
2. The Index from the Affidavit of Documents
3. Transcripts from the Examination for Discovery
4. Answers to Undertakings
5. Relevant Motion Records (incl. exhibits)
6. Relevant Affidavits (incl. exhibits)
7. Vocational Reports
8. Rehabilitation Reports
9. Medical Reports - current condition
10. Medical Reports - pre-existing conditions
11. Employment Files1
12. Academic Transcripts
13. Subject's Personal Income Tax Returns1
14. Dependant's personal income tax returns and/or date of birth1

1From 5 years prior to the Incident to present.

ARTICLE
30 September 2015

Personal Injury / Fatality Loss Assignments

Canada Business Valuation and Financial Loss

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