View and Respond to Tasks
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Your specialist will may return a task to you if clarifications or additional information is needed. They will provide messaging to explain what is needed and guide you to complete the task.
Tasks provide a clear and concise explanation of what’s outstanding and when it is due. Color coding provides an at-a-glance view of status. To respond to a Task just click on it.
The Task screen will open and provide specific details about ‘what you need to do.’ Actions and information needed will vary depending on the type of Task. Some will have linked ‘forms’ for you to fill out (like sample below). Follow the directions provided on screen.
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
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