Economica’s Assessments: Information required to estimate a person’s entitlement to disability benefits

We have outlined below the information which we typically require in order to estimate the present value of a person’s entitlement to disability benefits. For example, if a person was entitled to a disability pension until age 65, but has been wrongfully “cut-off”, then we can estimate her past loss of benefits and the present value of her future entitlement to these benefits.

☐              The plaintiff’s date of birth.

☐              The scheduled trial date, or the date which we should use as an “assumed settlement date.” A settlement date is necessary to provide a “point of reference” for our calculations.

☐              The plaintiff’s monthly or annual entitlement to the disability benefits.

☐              The date at which the benefits were terminated.

☐              Are the benefits subject to cost-of-living increases? That is, are they fully or partially indexed for inflation, or not indexed at all?

☐              At what age does the plaintiff’s entitlement end? (This is often age 65.)

For a printable version of this checklist, click here.