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Form. Answering all of the questions now will ensure that the UNISON representative has enough information to advise and assist, and will avoid any delays. The completed Case Form will also help UNISON monitor casework support to members. Sections of the form need to be completed by either the member or the steward assisting the member. Other sections must be completed by the steward, and by a senior branch officer or the branch secretary. If assistance is needed from the region, it is essential.

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How to fill out the Case Form - Unison online

Completing the Case Form - Unison online is essential for ensuring that UNISON representatives can provide the necessary support to members. This guide offers step-by-step instructions for each section of the form to help you complete it efficiently.

Follow the steps to successfully complete the Case Form - Unison.

  1. Click ‘Get Form’ button to access the Case Form and open it in the editor.
  2. Begin by filling out your membership details in Section 1, including your membership number and correspondence details, such as your title, first name, initial(s), and surname.
  3. In Section 2, if you joined UNISON within the last four weeks, specify the date you joined.
  4. Proceed to Section 3 to provide your contact details, including your home telephone number, mobile number, and email address.
  5. In Section 4, answer whether you have a disability and provide relevant access needs for assistance.
  6. Complete Section 5 by detailing any self-organisation group officers supporting you, if applicable.
  7. Use Section 6 to describe your employment details, including job title, payroll number, employment status, and wages.
  8. If applicable, fill out Section 7 regarding your fitness to practice, including your registration body name and PIN number.
  9. In Section 8, indicate whether you are barred under the Independent Safeguarding Authority scheme. If yes, provide your registration number.
  10. Section 9 allows you to describe the case details, including the date of the incident and pertinent information. Attach any relevant correspondence.
  11. In Section 10, state what type of meeting or hearing is taking place and how you would like UNISON to assist you.
  12. A declaration in Section 11 requires signatures from both the member and branch official confirming the accuracy of the information provided.
  13. Complete Sections 12 and 13 with contact details for your workplace representative and employer contact.
  14. Use Sections 14 to 16 to outline any actions taken regarding grievances and provide branch details.
  15. Finally, review the form for completeness. Save any changes and ensure all sections are filled out before submission. You can download, print, or share the completed form as necessary.

Complete your Case Form - Unison online today to ensure you receive the support you need.

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