Question

Do I have to give Unum access to my tax file and what I receive from my church?

Asked on June 6th 2012 by BJ
I have been receiving LTD payments of $196 for less than a year. I was approved for SSD a month after I was approved by UNUM for LTD and had to pay back most of the first month. My caseworker or whatever he is calls me all the time wanting to update my claim. He wants to know what I am doing and a list of things that I have been doing. I am the treasurer and secretary for our church and receive $50 a week for expenses. He now wants me to send him a copy of my 2011 Tax file, and a statement from my church on what I receive from them which he has already since they sent a certified letter to the pastor last October. He wants me to sign a consent to release information from SSA. Do I have to give them all of this to keep getting this check of $196?

Answer

Answered on June 14th 2012 by Attorney Stephen Jessup

BJ, It is likely that your policy requires you to release the information that UNUM is seeking. If it does not, then you do not need to release the information.