How to Claim

Claiming cashback is quick and easy with most valid claims being processed within 2 working days.

What information will I need?

However you choose to make your claim, you’ll need your membership number, bank details and either a valid receipt or your form stamped by a hospital. You’ll also need to enter your email address if you want us to send your claim payment notification by email.

What’s the difference between receipt and hospital claims?

For most everyday health treatments like dental check-ups and eye tests, you’ll receive a receipt for your payment, which you can use to claim back the costs. For hospital claims however, you’ll need to have your form stamped by the hospital to make a claim.

Receipt Requirements

View our receipt requirements here


To take advantage of our quick, easy and secure online service for receipt based claims, you will need to be registered on our members’ area. If you haven’t already done so, why not register now, it only takes a few minutes to complete.

If you are already registered on our members’ area simply log on and visit the ‘make a claim’ area.

Click for Members Area


Print off and fill out the claim form. Then attach your receipt or get it stamped at the hospital before posting to Health Shield at the address on the form. If you would like us to remember your details for the next time you want to make a claim, please use either the Receipt Based Claim Form or the Hospital Claim Form.

Click for Standard Form

PMI Excess

Once you’ve received a letter from your PMI provider advising you how much you need to pay, download a claim form or call our friendly team on 01270 588555 and we’ll send one out to you. Simply fill out all of the relevant sections and arrange for the payment to be made in one of the following ways:

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  • Excess paid directly to your PMI provider – in the section ‘Private Medical Insurance (PMI) Excess Fees’ just tick the appropriate boxes and put the details of who the cheque needs to be payable to and the address it needs to be sent to, as provided by your PMI provider.
  • Excess paid directly to you – in the section ‘Private Medical Insurance (PMI) Excess Fees’ state that you want the payment making to you and let us know which bank account you would like your claim to be paid into in the ‘Benefit Payment Direct to your Bank Account’ section.