---
title: "Extract the documents in a disability-benefit claim file"
url: "https://ailawframework.com/practice/superannuation/extract-data-from-tpd-insurance-claim-documents/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A27-B6-1-US"
practice_area: "Superannuation"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Extract the documents in a disability-benefit claim file

> List each medical report, the plan's disability definition, and the date of each letter granting or denying the claim, with the page. Do not decide the claim.

Canonical page: https://ailawframework.com/practice/superannuation/extract-data-from-tpd-insurance-claim-documents/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Superannuation](https://ailawframework.com/practice/superannuation.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List each medical report, the plan's disability definition, and the date of each letter granting or denying the claim, with the page. Do not decide the claim. |
| What the lawyer must review | ERISA § 503, 29 U.S.C. § 1133, requires a plan to give a participant whose claim is denied adequate written notice, setting out the specific reasons in a manner calculated to be understood, and a reasonable opportunity for a full and fair review by the named fiduciary. The day counts are in the regulation and in the plan. They were not opened, so do not state one. Opinion 512: check the extract against the file. You decide the claim. The tool does not. |
| Written for | United States |
| Applies to | [Extract data from TPD insurance claim documents](https://ailawframework.com/practice/superannuation/extract-data-from-tpd-insurance-claim-documents.md) |

## Checking plan

- What the AI does: List each medical report, the plan's disability definition, and the date of each letter granting or denying the claim, with the page. Do not decide the claim.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not state a number of days. The claims-procedure regulation was not opened.
- Keep medical records out of a public tool.

## Sources

- [29 U.S.C. § 1133, Claims procedure](https://www.law.cornell.edu/uscode/text/29/1133) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*