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How to Complete Fact Finding Requests (for TPAs)

Third-Party Administrators (TPAs) can respond to fact-finding questionnaires on behalf of employer clients in MyUI Employer+. It is recommended that TPAs set their Correspondence Preference to Electronic in order to respond to Division requests for their clients in a timely manner. TPA Correspondence Preference can be updated in the "Address Information" section under "Account Maintenance" in your TPA account. 

Completing Employer Fact-Finding Questionnaires 

TPAs must have the "Edit Claims Forms Mailing" role assigned to their TPA account to be able to access employer client fact-finding questionnaires. TPAs can check role associations using the Employer Search function in MyUI Employer+. Review the Searching for an Employer Account page for more information.

Note: If a TPA does not have the "Edit Claims Forms Mailing" role but needs to complete fact-finding questionnaires on behalf of an employer, the employer will need to assign the role to the TPA. 

Step 1. Locate Fact-Finding Requests

Outstanding fact-finding requests are found in the TPA inbox. 

Step 2. Complete Fact-Finding Requests

  • Click the blue hyperlink on the Document ID next to the fact-finding item you wish to complete.
  • Follow the system prompts to complete the fact-finding request.

 

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