Federal Mogul Asbestos Trust...Federal Mogul Asbestos Trust DELAWARE CLAIMS PROCESSING FACILITY TRUST ONLINE USER MANUAL Trust Online Manual 2018 i Table of Contents Chapter 1 Firm

SEPT 2018

Federal Mogul Asbestos Trust

DELAWARE

CLAIMS

PROCESSING

FACILITY

TRUST ONLINE USER MANUAL

Trust Online Manual 2018

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Table of Contents

Chapter 1 Firm Super User .................................................................................................1

The Firm Super User Account ..................................................................................................1Password Expiration ...............................................................................................................................2Change Password....................................................................................................................................2

Creating Accounts ......................................................................................................................4

Staff Accounts .............................................................................................................................4

Attorney Accounts ......................................................................................................................5Enabling/Disabling Accounts (Check Box)............................................................................................5Read Only (Check Box) .........................................................................................................................5Receive Announcements (Check Box) ...................................................................................................6View Summary Statistics (Check Box) ..................................................................................................6Hide Total Payment Statistics (Check Box) ...........................................................................................7

Managing User Access ...............................................................................................................7

Access By Accounts ....................................................................................................................8

Access By Attorney.....................................................................................................................8

Access By Trust...........................................................................................................................9

Firm Super User Profile.............................................................................................................9

Payment Option........................................................................................................................10

Firm Payment Notifications.....................................................................................................10

Attorney Options ......................................................................................................................11

Chapter 2 Trust Online User Functions ............................................................................12

Claim Search.............................................................................................................................12

Search Results...........................................................................................................................13

Downloading Results ................................................................................................................14

The Claim..................................................................................................................................14

General Tab ..............................................................................................................................14Button Functions ..................................................................................................................................15Place In Queue......................................................................................................................................15Firm Passkey ........................................................................................................................................15Document .............................................................................................................................................16Releases & Payment Grids ...................................................................................................................17Updates Pending ...................................................................................................................................18

Medical Tab ..............................................................................................................................19Physical Exam/Medical Reports...........................................................................................................19X-Ray ...................................................................................................................................................19PFT (Pulmonary Function Test) ...........................................................................................................19Pathology/Autopsy ...............................................................................................................................19CTScan .................................................................................................................................................20


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Deficiency Tab ..........................................................................................................................20Standard Deficiency .............................................................................................................................20Release Deficiency ...............................................................................................................................20

Changes Tab..............................................................................................................................21Filter .....................................................................................................................................................21Expand All | Collapse All .....................................................................................................................21

Editing Claims ..........................................................................................................................25

New Claim Submission.............................................................................................................25Representation ......................................................................................................................................26Process..................................................................................................................................................26Injured Party .........................................................................................................................................26Injuries..................................................................................................................................................26Exposure ...............................................................................................................................................26Secondary Exposure .............................................................................................................................26Litigation ..............................................................................................................................................26Dependent.............................................................................................................................................27Smoking................................................................................................................................................27Economic Loss .....................................................................................................................................27Documents............................................................................................................................................27Finish Claim .........................................................................................................................................27

Chapter 3 Trust Online Reports.........................................................................................28

Reports ......................................................................................................................................28

Deficiency Reports....................................................................................................................28

Place In Queue Report .............................................................................................................29

Claim Status by Trust ..............................................................................................................30

Payment Extract .......................................................................................................................30

Claim Under Edit .....................................................................................................................31

Enhanced Conversion Extract.................................................................................................32

Chapter 4 Trust Online Notifications ................................................................................33

Notifications ..............................................................................................................................33

Firm Level Notifications ..........................................................................................................33

Attorney Level Notifications....................................................................................................35

Chapter 5 Trust Online Conversion & Linking .................................................................37

Conversion & Linking..............................................................................................................37

Conversion Process...................................................................................................................37

System Selected Option............................................................................................................39


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Conversion Same Trust Claims...............................................................................................40Second Injury Claims ...........................................................................................................................40Previously Withdrawn Claims..............................................................................................................40

Linking ......................................................................................................................................40

Editing Link Claims .................................................................................................................42Representation ......................................................................................................................................42Process..................................................................................................................................................421:Injured Party ......................................................................................................................................422:Injuries...............................................................................................................................................433:Exposure............................................................................................................................................434:Secondary Exposure ..........................................................................................................................435:Litigation ...........................................................................................................................................436:Dependent..........................................................................................................................................447:Smoking.............................................................................................................................................448:Economic Loss ..................................................................................................................................44Documents............................................................................................................................................44


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Chapter 1 Firm Super User

The Firm Super User Account

The Delaware Claims Processing Facility has created a super user-friendly web-basedsecured environment to assist firms in the submission, updating and settling ofasbestos related claims. This innovated website supplies firm users with all of theirclaimant’s information at a click of a button.

In addition to the Trust Online website, DCPF provides training and technical supportfor all Trust Online related issues. In addition to the secured website, each Trust hastheir own public website that provides valuable resources, downloads, news articles,medical/exposure requirement information and much more. The News section alsoincludes any and all enhancements made to Trust Online due to feedback fromcurrent firms using the site.

Firms that wish to sign up to use Trust Online, must first have a partner or memberof the firm complete an Electronic Filer Agreement (E-filer) and send the completedE-filer back to the Facility for processing. A Firm Super User (FSU) account will becreated for the partner or member who signed the E-filer. The firm must completean E-filer agreement for each Trust that they would like to access through TrustOnline. The E-filers are located on the Downloads page of the specific Trust publicwebsite.

Once the E-filer has been processed by the Facility, a Trust Online package will besent, which includes a letter with the FSU’s username and password, a copy of theprocessed E-filer and this instructional manual for Trust Online.

With the username and password in hand, the FSU will need to log into Trust Onlineto begin creating accounts for their staff and setting the notification preferences. Toget to the login page, proceed to any of the public websites, such as the FederalMogul Asbestos Personal Injury Trust, and click on the Login link located on theright menu bar.

By clicking on this Login link, you will be directed to the Trust Online login page.Each and every time a user chooses to log into Trust Online, they must click on the ‘IAgree’ check box immediately below the disclaimer. By clicking on this check box,the user is agreeing to the terms specified in the E-filer.

Enter the username and password from the letter and click on the Login button. Theuser should keep in mind that the password is case sensitive and will disable theaccount after the third incorrect login attempt.


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Password Expiration

The passwords for the FSU and all accounts created by the FSU have a 90 dayexpiration date. This added security feature will assist in preventing unauthorizedusers from accessing the firm’s secured confidential data.

When the password expires, you will receive a message when attempting to loginthat the user’s password has expired. To change the password, click on the “ChangePassword” hyperlink immediately below the Password box on the Login page.

From the Change Password page, enter the Username and Current Password. Enterthe New Password, Confirm (new) Password and click the <Change Password>button.

Upon the successful completion of the password change, a message stating that thepassword was changed successfully will be displayed. Click on the <Login> button toreturn to the login page. Now you may login with your username and new passwordto begin using the Trust Online system.

Click on the link to openthe Change Passwordpage.


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After successfully logging in to Trust Online, the user will be directed to the Summarypage. At the top of this page, the user’s information is displayed which includes theuser’s full name, username, email address and the firm’s name and address and anyT&N, FLX, FER or FMP Alerts.

The lower section of this page is divided into two tabs, the Statistics and Attorneysview. This section defaults to the Statistics view which displays all claims submittedby the firm, total payments made to the firm and a claim status breakdown of allclaims submitted for each Trust the user has access to view.

The Attorneys tab displays the list of attorneys for which the user has access to view,edit or submit claims.

The FSU’s main function is to create sub-accounts and manage access for their staffand attorney(s) as well as setting the notification preferences for each attorney thathave submitted and will be submitting claims on Trust Online.

The FSU’s Menu Bar located at the top of the page includes the two tabs that the FSUwill be using to create and manage their firm’s sub-accounts. These two tabs arelabeled “User Accounts” and “Manage Access” and can only be viewed whenlogged in as the FSU.


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The FSU’s “Profile” tab will be used to set the notification preferences for allActivities (Duplicate Claims, Prepetition, etc.), Intake/Review Deficiencies, ReleaseDeficiencies and Offers.

Creating Accounts

As noted in the previous sections, one of the main functions of the FSU is to createaccounts for staff and attorneys to provide access to Trust Online. Although, theseaccounts seem very similar when creating them, one of the main differences is thatthe attorney account is always associated with an Active Attorney.

The attorney account is not to be confused with the actual active practicing attorneyfrom the law firm. An attorney accounts gives the representing attorney morecontrol over his claims by allowing them to set their own notifications preferences.

In this next section, we will explain how to create accounts and the vital differencesbetween them. We will also explain how to enable “disabled accounts”, resetpasswords and disable “enabled accounts”.

To begin creating accounts, click on the <User Accounts> tab located on the MenuBar. From this page, click on the <Add Account> button to begin creatingaccounts.

Staff Accounts

To create a staff account, first select Staff from the Account Type drop-down boxand enter the Account Last Name, First Name, Username, Password, ConfirmPassword and Email. Place a check mark next to the “Enable” box and any otherboxes that are necessary and click the <Add> button. The other three boxes will beexplained in detailed in the upcoming section.

ADDSTAFFACCOUNTS


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Attorney Accounts

To create an attorney account, select Attorney from the Account Type drop-downbox. The Attorney drop-down box will appear with the available attorneys for yourfirm. If an attorney is not listed in this drop-down box, you will have to contact theTrust to have this attorney added before you can create this account.

If the attorney is listed in this drop-down box, select the respective attorney andenter the necessary account information. Place a check mark next to the appropriateboxes and click the <Add> button to save.

Enabling/Disabling Accounts (Check Box)

The Enabled check box will need to be checked in order for users, staff andattorneys, to be able to log into Trust Online. The Enabled check box willautomatically become unchecked when the system identifies a user attempting to loginto Trust Online more than three times with an incorrect password.

In these cases, the FSU will need to re-enable the account by placing a mark next tothe Enabled check box and clicking the <Save> button.

In this same manner, the FSU must disable accounts that are no longer with the firmby removing the check mark next to the Enabled box and clicking the <Save>button. This will eliminate the risk of any unauthorized personnel from logging intoTrust Online.

Read Only (Check Box)

Read Only accounts are accounts that are limited to creating reports, viewing claiminformation and viewing/printing notifications. Firms can set both new and existingaccounts to Read Only.

When creating a new account, after entering all of the necessary accountinformation, check the Read Only box and click the <Add> button.

ADDATTORNEYACCOUNTS


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For existing accounts, search for the account and click on the account name to viewthe account profile. Afterwards, check the Read Only box and click the <Save>button.

Receive Announcements (Check Box)

The Receive Announcements check box was created for firm users who would like toreceive periodic announcements from the Facility. When creating a new account,after entering all of the necessary account information, check the ReceiveAnnouncement box and click the <Add> button.

For existing accounts, search for the account and click on the account name to viewthe account profile. Afterwards, check the Receive Announcement box and clickthe <Save> button.

View Summary Statistics (Check Box)

The View Summary Statistics check box was added for Firm Super Users to restricttheir Staff and Attorney accounts from viewing the Summary Statistics on theSummary Page.

When creating a new account, after entering all of the necessary accountinformation, check the View Summary Statistics box and click the <Add> button.


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For existing accounts, search for the account and click on the account name to viewthe account profile. Afterwards, check the View Summary Statistics box and clickthe <Save> button.

Hide Total Payment Statistics (Check Box)

The Hide Total Payment Statistics check box was added for Firm Super Users torestrict their Staff and Attorney accounts from viewing the Total Payments on theSummary Page.

When creating a new account, after entering all of the necessary accountinformation, check the Hide Total Payment Statistics box and click the <Add>button.

For existing accounts, search for the account and click on the account name to viewthe account profile. Afterwards, check the Hide Total Payment Statistics box andclick the <Save> button.

Managing User Access

After creating the user accounts for the firm, the FSU must assign the staff andattorney accounts access to a specific Trust using the Manage Access page. If theuser attempts to login without any Trust access, they will see an error messagedirecting them to contact their FSU.

Unlike the attorney accounts, staff accounts are not associated with any attorney;therefore, once a staff account is created, the firm administrator will have to assignan attorney to these accounts before they may submit new claims or edit existingclaim data. If there aren’t any attorneys assigned to the user, the Attorney’s tab onthe Summary page will display a message stating the following:

To assign attorney access to the staff accounts, click on the Manage Access link onthe top menu bar. The Manage Access page will display three tabs, By Account, ByAttorney and By Trust. The FSU can utilize either By Account or By Attorney tobegin assigning specific Attorney access to the staff accounts and will use the ByTrust tab to begin assigning the user accounts access to a specific trust.

Generally, when attorney accounts are created, they are already associated with aspecific attorney but they can also be given access to additional attorneys using theManage Access link. This additional access allows the attorney account to view andedit claims submitted by other attorneys.


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Access By Account

To assign access by accounts, click on the <By Account> tab and select an accountfrom the drop-down box. From the No Access list box, select one or more of theattorneys that are to be associated with this account. Click on the > to move theselected attorney to the Access list box. To allow access to all attorneys listed,simply click on the >>.

To remove access, select one or more of the attorneys from the Access list box andclick on the < to move the selected attorneys to the No Access list box. To removeaccess to all attorneys listed, click on the <<.

Access By Attorney

To assign access by attorneys, click on the <By Attorney> tab and select an attorneyfrom the drop-down box. From the No Access list box, select one or more of theaccounts that are to be permitted access to the attorney in the drop-down box. Clickon the > to move the selected accounts to the Access list box. To allow access to allaccounts listed, simply click on the >>.

To remove access, select one or more of the accounts from the Access list box andclick on the < to move the selected accounts to the No Access list box. To removeaccess to all accounts listed, click on the <<.


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Access By Trust

After assigning the attorney(s) access, you will need to assign the Trust(s) using theBy Trust tab. To assign access by trust, click on the <By Trust> tab and select atrust from the drop-down box. From the No Access list box, select one or more of theaccounts that are to be permitted access to the specified trust in the drop-down box.Click on the > to move the selected accounts to the Access list box. To allow accessto all accounts listed, simply click on the >>.

To remove access, select one or more of the accounts from the Access list box andclick on the < to move the selected accounts to the No Access list box. To removeaccess to all accounts listed, click on the <<.

Firm Super User Profile

Trust Online provides account information for each user on their Profile page. TheFirm Super User account type will be able to view the following account informationincluding Account Name, Account Type, Email Address, User ID, Last Name, FirstName, Firm Call In Passkey as well as the Receive Announcements, View SummaryStatistics, and Hide Total Payment Statistics check boxes.

Except for Account Type and User ID, each user can also make changes to theirinformation on their profile page.


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In addition, the Firm Super User can also view the firm’s Payment Options, FirmPayment Notifications and set up Attorney Options. The Payment Options and FirmPayment Notifications are read only fields and can only be changed by the Facility.

The Attorney Options includes setting up notifications preferences (paper orelectronic) for the following:

Offers eSignature Release Release Deficiencies Intake/Review Deficiencies Activities (Duplicate Claims, Prepetition, etc.)

Payment Option

The Payment Option includes Paper Check or Electronic Debits (ACH). All firms areautomatically set up as paper checks until a completed ACH form is submitted andprocessed by the Trust. A form will need to be submitted for each trust and can befound on the download page of each public trust website.

Firm Payment Notifications

On the bottom of the ACH form, there is a section that authorizes an email to be sentas notification of payment to one or more Trust Online users. The email(s) enteredin this section must have an active Trust Online account. Once the firm is set up forElectronic Debits, the FSU profile will display the “Enable Electronic Notifications”check box as selected and the users that are to be notified upon payment.

Once the user is notified via email, they will need to log into Trust Online andproceed to the Notifications page to view/print the payment notification(s).


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Attorney Options

The Attorney Option can be set up by the FSU or the submitting attorney with anAttorney account. This view will provide information for each attorney in the firmand display their notification preferences.

To begin setting up the notification preferences, click on the attorney’s name. Thiswill re-direct the FSU to the attorney’s profile page where he/she may begin settingthe notifications preference for each option.


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Chapter 2 Trust Online User Functions

Claim Search

For most users, the Claim Search page will be the hub of the entire site. From thispage, users will be able to search for a specific claim, list of claims and/or downloadcustomized reports.

This page is broken down into two sections, Claim Search and Trust. At the top ofthe page is the Claim Search section which allows the user to search for claims usingonly the following criteria; Last Name, Last 4 SSN, Claim Number, Firm FileNumber, Deficiency Count, Pending Paperwork, Attorney and Assigned To.

In this section, using the Claim Number is generally all you would need to find yourclaim. However, if the Claim Number is missing, it would be advisable to enter asmuch information as possible to filter your search results.

For more search criteria, you may also use the Trust section of the claims searchpage in conjunction with the Claim Search section.

At the bottom of the page is the Trust search section which allows the user to searchfor claims using the additional following criteria; Trust, Activity Code, DeficiencyCode, Alleged Injury, Claim Option, Status Code and Queue.

After entering all of the specified criteria, click the <Search> button to beginsearching for the claim or listing of claims. The Results View drop-down box foundnext to the <Clear> button will allow the user to view more or less informationdepending upon the required information needed.


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Search Results

The Results View defaults to “Standard” and will provide the most basic claiminformation including Name, SSN (Last 4 SSN), Trust, Attorney, Status, Queue,Deficiency Count, Pend Paperwork, Holds, Alleged Injury, Claim #, Firm File #,Option, Checked Out to and Linked.

To view more information in your search results, click on the Results View drop-downand select the “Extended” view. This will provide all of the basic claim informationfound in the “Standard” results view and additional information including DateReceived, Release Amount, Last Release Date, Total Paid Std., Total Seq. Adj., PaidDate, DOB, PR Last Name, PR First Name, PR SSN (Last 4 SSN), Evaluated Injury,Deficiencies, Assigned To and Payment Offset.

To export all of the data found in the “Extended” view to an excel spreadsheet, selectthe “Export All to File” from the drop-down and click the <Search> button. A FileDownload box will appear prompting the user to Open, Save or Cancel.

This file will be opened or saved as a “.csv” file. To save the file as an excelspreadsheet, with the file opened, click “Save As” and select “Excel Workbook”.The newly saved file will now display the correct excel file extension, (.xls).


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Downloading Results

Similar to the “Export All to File” option mentioned in the previous section, the usermay also be able to download data by clicking on the “Save To File” link located onthe right hand side of the results grid.

The results grid only displays the first 15 of the maximum 200 claims that can beviewed. To page through the 200 claims, click on the greater than sign (>) to viewthe next 15 claims or the less than sign (<) to view the previous 15 claims.

The “Save To File” link will export the maximum viewable 200 claims to aspreadsheet.

For searches that result in greater than 200 claims, select “Export All to File” toexport the claim data to an excel spreadsheet.

The Claim

To view and/or edit claims, search for the claim using the procedures mentioned inthe previous section. From the results grid, click on the Name displayed in the redfont.

After clicking on the Name, a new window will open displaying the claimant’s generalinformation. The general information is listed under the General tab and will alwaysbe the first page displayed. There are three other tabs: Medical, Deficiency andChanges.

General Tab

The General page provides a summary of the claim. The information listed on thispage include: Claim Number, Current Queue, Status, Checked Out Date, CheckedOut By, Date Received, Place in Queue, FIFO Number, Alleged Injury, EvaluatedInjury, Jurisdiction, Last Review Date, Attorney, Firm, Assigned To and Firm Passkey.

In addition to this information, the page also provides the user with a number ofbuttons that provide several functions.


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Below is a brief description of the buttons and their functions:

Button Name Functions

Redirects user to the Representation page of the claimform to begin editing claim data.

Redirects user to the Documents page of the claim formto review the documents uploaded to the claim, or tobegin uploading additional documents.

Opens the claim form in a PDF format to view or print.

Places the claim in a Deferred status. Once the buttonis clicked, the <Undefer Claim> button will bedisplayed.

Places the claim in a Withdrawn status.

The “Place In Queue” label also functions as a hyperlink to a new window whichdisplays the weekly average for both Initial and Re-Review for each Trust.

The Firm Passkey is an added security feature which has been implemented toprotect the confidentiality of your firm’s claim inventory. This passkey is providedfor firms that call in to the Facility for claim information and can be located on theGeneral Page of each claim. All Firms must provide the Facility with this Passkeywhenever inquiring about any claim information, such as the status of the claim orquestions about specific deficiency codes.

Only one Passkey is assigned to each firm and this passkey can only be edited bythe Firm Super User, on their profile page. Editing this field in the profile page willchange the Firm Passkey for the entire firm. The passkey must be at least 7characters long and contain at least 1 letter and 1 number.


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Documents

To upload documents on Trust Online, the user may click on the Documents buttonon the claim’s General Tab or the Claim Form button and then click the Documentstab.

By clicking the Documents button, the user will be directed to the Documents pageof the electronic claim form. Next click the Edit button in order to display the twobuttons that are used to submit documents electronically – Create Cover Sheet,Upload Document.

Use the Upload Documents button to submit documents that have been scannedand stored in an electronic format. From the image below, select the DocumentType and Choose Document by clicking the Browse button and finding the storeddocuments. Click the Send Document button in order to complete the uploadprocess.

Document that exceed a size of 32 megabytes will not be uploaded and an errormessage will be displayed advising the user of size of the document that exceed themaximum size. User will also receive and error message when attempting to uploaddocument types that do not have the extensions listed in the above image.


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Releases & Payments Grid

Once a claim is review approved and sent to the Release Queue, a release offer iscreated. Claims with a newly created release will have a status of Offer Issued andbe placed in the Offer Issued Queue. On the General Tab of these Offer Issuedclaims, a Releases grid will be displayed providing the user with the followinginformation: Release Date, Gross Value, Offset, Liquidated Value, Original Pmt%,Current Pmt% and Active.

Offer Issued

On the Releases grid, the Release Date field acts as a hyperlink that will provide theuser with the active release in order to view or download for printing. The ReleaseDate hyperlink will be available to the user as long as the release has not beenverified for payment and is currently active.

For example, once the claim receives a status of Release Verified and is placed in thePayment Queue, the Release Date will no longer act as a hyperlink and the firm willno longer have access to the release from the General Tab. Users can alwaysdownload the Releases from their Notifications page if one is needed.

Once a release has been verified for payment, the claim will be queued up forpayment. Once a payment is generated, the claim will have a Paid status and beplaced in the Payment Issued Tank.

Paid Claim


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Updates Pending

Once claims have been Reviewed and placed in the Deficient Tank, the firms mustprovide additional claim information to clear the deficiencies. Once a claim isupdated, the claim will immediately enter the Deficiency Response Queue and maybe sent to the Re-Review Queue if all deficiencies have been responded to eventhough the firm may not have updated the claim entirely.

In order to hold the claim from being Re-reviewed until the claim has been updatedwith all information, the firm may click the <Updates Pending> button.

A message box will appear confirming that you want to mark this claim as UpdatesPending. Click OK to continue. This will place the claim in the Deficient PendingUpdate Tank and a new button labeled <No Updates Pending> will replace the<Updates Pending> button.

Once the firm has provided the claim with all information, they can release the claimby clicking on the <No Updates Pending> button. This will allow the claim to goto the Deficiency Response Queue and into the Re-Review process.


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Medical Tab

The Medical page provides a summary of any and all medical reports submitted bythe firm and reviewed by the Trust for the individual claim. The Medical page isdivided into 5 categories: Physical Exam/Medical Reports, X-Ray, PFT,Pathology/Autopsy, and CTScan.

Physical Exam/Medical Reports – this section provides detailed information fromthe medical documents submitted to the facility by the firm. The types of documentsthat are entered in this section include the following: Physical Exam, Review ofPhysical, Medical Records and Causation.

X-Ray – this section provides detailed information from the X-Ray documentssubmitted to the facility by the firm. The types of documents that are entered in thissection include the following: X-Ray B-reader or X-Ray Narrative reports.

PFT (Pulmonary Function Test) – this section provides detailed information fromthe PFT documents submitted to the facility by the firm. The types of documentsthat are entered in this section include the following: PFT Report

Pathology/Autopsy – this section provides detailed information from thePathology/Autopsy documents submitted to the facility by the firm. The types ofdocuments that are entered in this section include the following: Pathology orAutopsy.


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CTScan – this section provides detailed information from the CTScan documentssubmitted to the facility by the firm. The types of documents that are entered in thissection include the following: CTScan.

Deficiency Tab

The Deficiency page provides a summary of all Release and Standard deficienciesthat currently apply to the claim and each section provides the following information:Deficiency Code, Description, Deficiency Date, Notification Date, Date Closed,Source, Status, and Last Edit.

Both of these types of deficiencies should never exist on the claim at the same timeand once they are cured, they are removed from the claim.

The Standard deficiencies are applied to the claim during the intake and reviewprocess.

Intake Deficiency codes are applied to the claim during the initial claimsubmission when the claim is missing basic information, such as a SocialSecurity Number or an alleged injury. These types of deficiencies can becleared by adding the missing claim information.

Review Deficiency codes are applied to the claim during the review processwhen the claim is missing information required by the Trust to confirm iteither medically or for exposure, such as an acceptable diagnosis or missingcompany exposure. These types of deficiencies can also be cleared by addingthe missing claim information or uploading new documents.

The Release deficiencies are applied to the claim during the release verify processwhen a returned or uploaded release is missing basic information, such as requiredsignatures or personal representative documentation.


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Changes Tab

The Changes tab provides the user with a list of all of the edits that have ever beenmade to the claim. In the default view, seen below, edits will be automaticallysorted by the most recent changes made to the claim. The user also has the optionof selecting the “Not Reviewed” filter option. This view will only display thechanges that have not yet been reviewed. In this view, as in the image below, onlythe top 3 most recent changes would be displayed.

Each row in the Changes Tab displays all edits that have been submitted. When yousee changes record with the same date, this doesn’t necessarily mean that they wereactually submitted at the same time. For example, in the image above, you’ll noticethat there were 3 edits done on 11/6/2017, but each of these edits were done andsubmitted at different times during this date. The most recent changes will alwaysbe displayed at the top of this page.

Each change record is identified by the date the edits were made, the username ofthe editor and in cases where the edits weren’t reviewed, a flag labeled “NotReviewed”.

Filter – The Filter button allows the user to choose between ‘All’ or ‘NotReviewed’ changes. When the page is first displayed, ‘All’ will be selectedand all the changes that have ever been made to the claim will be displayed.To only view the changes that have not yet been reviewed select the ‘NotReviewed’ button. This will filter out all other changes that have already beenreviewed.

Expand All | Collapse All – Immediately below the Filter buttons section arethe ‘Expand All’ and ‘Collapse All’ buttons. By default, all of the Edits arein the Collapse View and only the identifying information is displayed for eachedit. When clicking the Expand All plus button, the user will see all of thechange details for all of the edits listed, grouped by the claim section. Tocollapse the change details for all of the edits click on Collapse All, which willreturn the user back to the default view.

Default View:Filter = All


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When viewing the Changes Tab in the default view, the user may choose to onlyexpand the individual edits by clicking the plus symbol for the corresponding edits.For example, in the image above, if the user wants to view the changes that havenot yet been reviewed, they may click on the plus symbol next to the November 6th

date. This will expand those edits to display each section of the claim that wasedited on those dates. (See image above)

From this view, the user will see the name of the claim section that was edited suchas Document, Exposure, Secondary Exposure, etc., and the number of edits to thatparticular section displayed in parenthesis. For example, in the above image, themost recent edit shows that the Document section of the claim form had 2documents added. The Corresponding Table names will be listed in place of theactual Claim Section, so the table below should help identify the more difficult todetermine table names.

Claim Section Corresponding TablesRepresentation Exposed

Process Exposed

1: Injured Party Exposed

2: Injuries Exposed

3: Exposure Exposure

4: Secondary Exp SecondaryExposure

5: Litigation Litigation

6: Dependent Dependent

7: Smoking Exposed

8: Economic Loss Exposed

Documents Document

Finish Claim (Comments) Exposed

Below the claims section that was edited, the user will also see the individual editslisted which will be preceded with a colored label that describes the action taken.The user can click on the plus symbol that precedes the color label to view the fieldsthat were updated.

Claim Sections/Tables


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For example, the user can click on the plus symbol preceding the blue “Updated”label to view the details of the edited exposure record. In the example above, onlythe fields edited are displayed. From this expanded view, the user will see 3columns – Question, Old Value and New Value. The first column list the name of thefields edited, while the Old Value displays the value prior to the change and the NewValue display the value after the changes. Below are listed the different labels and abrief description of each.

Added – this label with the green background indicates that a new record hasbeen added. This will only be seen on parts of the claim form that allows formultiple records which are the Documents, Exposure, Secondary Exposure,Litigation and Dependents section.

Updated – this label with the blue background indicates that an existingrecord has been updated with new information. This will be seen on all partsof the claim form except for the Document’s section which can’t be updated.

Deleted – this label with the red background indicates that a multi recordsection has been deleted. This will only be seen on parts of the claim formthat allows for multiple records which are the Exposure, Secondary Exposure,Litigation and Dependents section. Documents can’t be deleted from theclaim form therefore will not apply to this section.


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There is also an Extract Raw Changes link that when clicked produces an Excelspreadsheet with all of the change details sorted by the most recent changes. Thespreadsheet will list the following information: Version, TableName, IdInfo,ColumnName, OldValue, NewValue, UserName, ChangeDate, Reviewed andUniqueId.

This image displays the most recent updates to the claim form which were the 2documents that were uploaded on November 6th 2017. Below is a table of theColumn headings and a brief description of each:

Column

Names

Description

Version The new version of the claim form after the updates have been

submitted.

TableName This is the corresponding table name of the Claim Section.

IdInfo This identifies the specific record edited and will be preceded

with the word Added, Updated or Deleted.

ColumnName This identifies the specific fields that were edited in the

individual records, such as DocumentTypeName for new

document uploads.

OldValue The existing value of the field prior to the changes.

NewValue The new value of the field after the changes.

UserName The user who edited the records.

ChangeDate The date the records were added, updated or deleted.

Reviewed This is to indicate whether an edit has been reviewed or not.

UniqueId This is to identify exposure records across the different versions

of the claim form edited.


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Editing Claims

To begin editing claims, the user must first navigate to the General page of the claimform as mentioned in the previous section. From this page, click on the <ClaimForm> button, which will redirect the user to the Representation page of the claimform.

The user must first click the <Edit> button located at the top of the page to beginthe edit process or click the <Cancel> button to return to the General page.

Once in edit mode, the claim will be locked out to this user until the edits have beensubmitted or cancelled. The claim will also display the name of the user editing theclaim. No other user can edit or review this claim until the edits have been submittedor cancelled and linked claims cannot be edited or reviewed.

The user may navigate through the claim form by clicking on any of the page links onthe left hand side or by clicking the <Next> button located at the top of the page.

After editing the claim, the user must proceed to the Finish page by clicking on the<Finish> button at the top of the page or the Finish Claim page link located on theleft side bar menu. From the Finish page, you may either click on the <SubmitClaim> button to accept the changes made to the claim or the <Cancel> button todiscard all changes made during that session.

New Claims Submission

The New Claim page will allow users to submit a single claim for any individual Trustor multiple claims for many Trusts at once.

To begin the new claims submission(s), click on the New Claim link located on thetop menu bar, which will re-direct the user to the Choose Trust page. From thispage, select the primary trust from the Trust drop-down and click the <New Claim>button to begin the process or <Cancel> to quit.


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As mentioned in the previous sections, once the <New Claim> button is clicked, theuser may navigate through the claim form using the Page Links or the <Next>button.

This section explains in detail all of the claim form pages and what specificinformation each section is requesting. This section will also explain what sectionsmust be completed for the different process options as well as explaining what*required fields must be entered before completing the claim process and thewarning messages that are displayed:

Representation – This is the very first page of the claim form. Select therepresenting attorney and enter any contact information necessary.

o *Attorney - required field.o Contact – This information should specify the information for the

contact person at the law firm.

Process – This section allows the user to select the appropriate processoption for the claim from either Expedited (ER) or Individual (IR).

Injured Party – This section includes all of the injured party and personalrepresentative information. The user must at least enter the Last Name andanswer question 5 before moving on to other sections of the claim.

o *Last Name - required field.o *Is injured party living? - required field.

Injuries– This section allows the user to select the appropriate disease leveland the date of diagnosis. If selecting Level V – Other Cancer, please enterthe type of other cancer. Level VI is not available under the ER process.

Exposure – In this section, the user will enter all asbestos related exposureby clicking the <Add Exposure> button. Once an exposure is added, theuser must click the <Save> button in order to save the newly addedexposure. Repeat this process for each additional exposure record.

Secondary Exposure – From this section, the user can enter any and allsecond hand or bystander exposure. For each secondary exposure record, anExposure record must be completed for the occupationally exposed person.Claimant must seek Individual Review of his or her claim.

Litigation – From this section, the user will enter all asbestos relatedlitigation by clicking the <Add Litigation> button. Once the litigation isadded, the user must click the <Save> button in order to save the newlyadded litigation. Repeat this process for each additional litigation record.


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Dependent – From this section, the user may enter all dependents that werefinancially supported by the injured party. This is only necessary for IRclaims.

Smoking – From this section, the user may enter all of the smoking historyfor the injured party. This is required for IR LC2 and IR Levels I through IVonly.

Economic Loss – From this section, the user may enter the employmentinformation for any economic loss that is being claimed. If claiming economiclosses, the user must provide documentation in the form of an EconomicReport, IRS Form W-2, the first page of IRS Form 1040 or other relevantsupporting documents. This is only necessary for IR claims.

Documents – This section allows the user to electronically submit supportingdocuments for the claim. The user may choose to fax documents using theFax Cover Sheet or directly upload the document into the claim.

Finish Claim – From this section, the user may submit, save or delete theclaim.


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Chapter 3 Trust Online Reports

Reports

Trust Online provides users with pre-defined reports that may be viewed and/orextracted into a PDF file or spreadsheet. To begin running one of the four reportslisted on this page, click on the Reports link located on the top menu bar.

The Reports page currently list 6 reports: Deficiency, Place in Queue, Claim Statusby Trust, Payment Extract, Claims Under Edit and Enhanced Conversion Extract.Except for the Claims Under Edit report, firms can create reports in one of thefollowing formats: CSV, EXCEL or PDF.

Deficiency Report

To create a Deficiency Report, click on the Deficiency Report link. Once this page isdisplayed, you will have several options to choose from.

The selections shown in the image above may controlother selections from appearing. For example, when“Detail” is selected for the Report Type, a new criterionlabeled “Deficiency Count” becomes visible. This newcriteria is a drop-down that allows the user to include aspecific number of deficiencies.


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The following are the criteria that can be selected and a brief description of each:

Trust – This drop-down includes all of the Trust(s) the user has access to andmust be selected prior to viewing any deficiencies in the Deficiency list box.

Report Type – This section will give the user the option of selecting a Detail orSummary report;

o Detail – This report provides the following information: Claim Number,Firm File #, Last Name, First Name, SSN (Last 4 SSN), Paperwork,Status and the deficiency code(s), which are all grouped by theAttorney.

o Summary – This report provides the following information: theDeficiency Description and the Number of Claims with these deficiencieswhich are also all grouped by the Attorney.

Deficiency Count – When the “Detail” report type is selected, the user willhave the option to include only the number of deficiencies selected from thedrop-down box.

Deficiency – This list box includes the following types of deficiency options aswell as all the deficiency codes for the Trust selected: All, All Intake, AllMedical, All Exposure, and All Conversion.

Attorney – This list box includes the entire list of attorneys the user hasaccess to. You may select “All” or one or more of the attorneys listed.

Output Type – This drop-down box provides the user with the option ofviewing, printing or downloading the reports in the following formats: PDF,Excel and CSV.

After entering the criteria, click the <Create Report> button. A message box willappear prompting the user to Open, Save or Cancel.

Place In Queue Report

The Place In Queue report provides the user with a listing of claims that are in theReview and/or Re-Review Queue with their respective “place in queue” number. Thisnumber provides the users with an approximation of how long their claims mayremain in the queue until the claim comes up for Review or Re-Review.

To create a Place In Queue Report, click on the Place In Queue link. Once this pageis displayed, you will have several options to choose from.


Trust – This drop-down includes all of the Trust(s) the user has access to andmust be selected prior to viewing any statuses in the Status list box.


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Status– This list box includes the following types of statuses that can beselected: All, Ready to Review, and Ready to Re-review.

Attorney – This list box includes the entire list of attorneys the user hasaccess to. You may select “All” or one or more of the attorneys listed.

Output Type – This drop-down box provides the user with the option ofviewing, printing or downloading the reports in the following formats: PDF,Excel and CSV.

After entering the criteria, click the <Create Report> button. A message box willappear prompting the user to Open, Save or Cancel. The report list the followinginformation; Firm Name, Attorney Name, Claim #, Firm File #, Injury, (Process)Option, Injured, SSN (Last 4 SSN), PIQ, Received (Date) and grouped by Status.

Claim Status by Trust

The Claim Status by Trust report provides the user with a summary listing of all oftheir claims submitted to a specific trust, grouped by claim status.

To create the Claim Status by Trust Report, click on the Claim Status by Trust link.Once this page is displayed, you will have several options to choose from.


Trust – This drop-down includes all of the Trust(s) the user has access to. Attorney – This drop-down box includes the entire list of attorneys the user

has access to. You may select “All” or one or more of the attorneys listed. Output Type – This drop-down box provides the user with the option of

viewing, printing or downloading the reports in the following formats: PDF,Excel and CSV.

After entering the criteria, click the <Create Report> button. A message box willappear prompting the user to Open, Save or Cancel. The report list the followinginformation: Claim #, Firm File #, Full Name, SSN (Last 4 SSN), Attorney Name andgrouped by Status.

Payment Extract

The Payment Extract report provides the user with a detailed listing of all of theirpaid claims submitted to a specific trust, filtered by Attorney and Date ranges.

To create this report, click on the Payment Extract link. Once this page is displayed,you will have several options to choose from.


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Trust – This drop-down includes all of the Trust(s) the user has access to. Attorney – This drop-down box includes the entire list of attorneys the user

has access to. You may select “All” or one or more of the attorneys listed. Start Date – Enter the Start date of the report requested. Payments created

on the Start Date entered will be included in the report. End Date – Enter the End date of the report requested. Payments created on

the End Date entered will be included in the report. Export Type – This drop-down box provides the user with the option of


After entering the criteria, click the <Export> button. A message box will appearprompting the user to Open, Save or Cancel. The report provides the followinginformation: Trust, Firm Name, Attorney Last Name, Attorney First Name, AttorneyMiddle Initial, Claim Number, SSN (Last 4 SSN), Claimant Last Name, Claimant FirstName, Claimant Middle Initial, Payment Date, Principal Amount, Sequence AdjustmentAmount and Firm File Number.

Claims Under Edit

The Claims Under Edit report provides the user with a summary listing of all of theclaims that are currently being edited.

To create the Claims Under Edit Report, click on the Claims Under Edit Report link.Once this page is displayed, you will have several options to choose from.


Trust – This drop-down includes all of the Trust(s) the user has access to. Attorney – This list box includes the entire list of attorneys the user has

access to. You may select “All” or one or more of the attorneys listed.


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Days Under Edit – This field allows the user to specify the number of daysthe claims is being edited.

After entering the criteria, click the <Export CSV> button. A message box willappear prompting the user to Open, Save or Cancel. The report provides thefollowing information; Trust, Claim #, Account User, Account Last Name, Account FirstName, Account Email, Firm Name, Claim Attorney, Edit Date, Linked, Status, Queueand Firm File Number.

Enhanced Conversion Extract

The Enhanced Conversion Extract report provides the user with the informationconcerning the Source and Converted claims that were used in the EnhancedConversion Process. This report is especially beneficial for Bulk Upload Users whoenter specific claims to use in conversion, but permits the system to extract datafrom another claim specified by the Trust Online system.

To create the Enhanced Conversion Extract Report, click on the Enhanced ConversionExtract Report link. Once this page is displayed, you will have several options tochoose from.


Trust – This drop-down includes all of the Trust(s) the user has access to. Start Date – Enter the Start Date of the report requested. Conversions

created on the Start Date entered will be included in the report. End Date – Enter the End Date of the report requested. Conversion created

on the End Date entered will be included in the report. Output Type – This drop-down box provides the user with the option of


After entering the criteria, click the <Create Report> button. A message box willappear prompting the user to Open, Save or Cancel. The report provides thefollowing information: Conversion Date, System Specified, Chosen Trust, SourceTrust, Destination Trust, Chosen Claim Number, Source Claim Number, DestinationClaim Number, Last 4 SSN, Claimant Last Name and Claimant First Name.


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Chapter 4 Trust Online Notifications

Notifications

Trust Online provides an electronic method of notifying law firms with updatedinformation about their claims. Firms will still have the option to elect to receivepaper notifications.

Notifications are provided for the following and are broken down into two levels:

Firm Levelo Payments

Attorney Levelo Offerso Release Deficiencieso Intake/Review Deficiencieso Activities

Prepetition Letters - (PREPETITN, PREPETITN2, etc.) Duplicate Claim Letters - (Different Attorney, Same Attorney) Reciprocal Letters - (RCPEXIST, RCPPAIDAF, etc.) Deferral Letters – (60 days out)

Firm Level Notifications

Firm Level notifications refer only to the Payment Notifications. When paymentsare made, the facility will send an email notifying each authorized user to proceed tothe Notifications page of Trust Online. After logging into Trust Online and proceedingto the Notifications page, the user will have the option to select a Trust to limit thenumber of notifications returned on the page.

The page automatically defaults to the AWI Trust (if available), therefore, the user willhave to select one of the T&N Sub-fund or the FMP Trust from the Trust drop-down.All Payment Notifications for this trust will be listed in a “Page File” view whichdisplays the 15 most recent payments out of the total number of payment ever madefor the specified trust.

The user may also filter the results by entering a Start and End Date and clicking theSearch button. This will allow the user to strictly limit the number of payments thatare displayed on the screen. (See image below)


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The Firm Notifications which are displayed at the bottom section of this page includesthe following information: Document (id), Type, Report Date, Notified Date, Comment,Trust, Source Firm, Printed Status and View In Excel.

Date Filter View

To view the actual notification documents, click on the Document which acts as ahyperlink. Once the PDF document is opened, the user may save or print it. The“Print Status” column provides the user with a button labeled <Mark Printed>.

Once the button is clicked, a warning message will be displayed prompting the user toclick <OK> to proceed or <Cancel> to quit.

After clicking the <OK> button, a new message is displayed in the Print Statuscolumn with the username of the individual who printed the document and the timeand date the document was printed.

Although the “Printed Status” column shows that the document has printed, theDocument number will continue to act as a hyperlink permitting the user to print thenotification documents as many times as are needed.

The payment notifications permissions are controlled by and can only be updated byan administrator at the Facility. For firm user to gain access to the Firm PaymentNotifications, the firm must contact the Facility to authorize their staff users toreceive the email notifications when payments are made. This can be accomplishedby completing the ACH form and entering the Trust Online Username and e-mailaddress of the authorized person(s) who will receive the payment notifications.

Authorized person(s) must have an enabled Trust Online account with Trust specificaccess to received payment notifications via email.


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Attorney Level Notifications

Attorney Level notifications refer to all other types of notifications including Offers,Release Deficiency, Intake/Review Deficiency and Activities. The notificationpreferences can be changed by the FSU and/or the submitting attorney with anAttorney account.

For more information on how to set up these notifications, see Chapter 1 AttorneyOptions.

When the Facility generates New Releases, Deficiency Letters and Activity Letters,Trust Online will send an email notifying each authorized user to proceed to theNotifications page. The Attorney Notifications are displayed in the top section of thispage and includes the following information; Document (id), Type, Attorney, ReportDate, Notified Date, Comment, Trust, Source Firm and Printed Status.

Notice also that this section defaults to the “Page File” view, which means that only15 notifications are viewable at a time. To view all notifications, click the “Show All”link located on the yellow bar above the column headings.

You may limit the number of notifications that appear by selecting one of the typesfrom the Notification type drop-down. For example, select Intake/Review DeficiencyNotification to only display all of the deficiency notifications. You may also limit thissearch even further by using a Start and End date criteria to only display notificationsthat were created between these date filter.

To view the notification document, click on the Document hyperlink number. Oncethe PDF document is opened, the user may save or print it. The “Print Status”column provides the user with a button labeled <Mark Printed>.


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Once the button is clicked, a warning message will be displayed prompting the user toclick <OK> to proceed or <Cancel> to quit.

After clicking the <OK> button, a new message is displayed in the Print Statuscolumn with the username of the individual who printed the document and the timeand date the document was printed.

As with the Payment Notifications, the Document number will also continue to act as ahyperlink permitting users to re-print the notification documents.

TrustOnline M a nua l 2018

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Cha pte r5 TrustOnline Conve rsion& Linking

Conversion & Linking

TrustOn lin e h asc reated a m eth od th atallow sth e c on version an d lin kin g of c laim sforth e purpose of sh arin g d ata. Th e c on version proc esstakesexistin g claim an dreview data from on e Trust(Source Claim)an d im portsth isd ata in to a n ew c laimforan oth erTrust(Target Claim). Th e lin kin g proc essw illallow th ese c laim sto bec on n ec ted in ord erto c on tin ue to sh are th isd ata.

Th e Sourc e C laim used in th e c on version proc essc an be an y c laim previouslysubm itted to Delaw are C laim sP roc essin g Fac ility an d c an be in an y statusorqueue.C laim sth ath ave an ac tive release orpaym en t,suc h asc laim sin th e OfferIssuedstatusorgreater,c an be used asth e Sourc e C laim ,butc an n otbe lin ked to th eTargetC laim .

Conversion Process

Th e TrustOn lin e C on version P roc essh asbeen en h an c ed to en able th e system tosuggesta Sourc e Trustc laim . Th e system w illd o th isby takin g in to c on sid eration an um berof fac torsw ith th e objec tive of exped itin g th e proc essin g ofth e n ew c laim .You w illstillh ave th e option of ign orin g th e system suggestion an d c h oosin g th eSourc e Trustc laim d irec tly.

Th e c on version proc esslim itsth e am oun toftim e n eed ed to subm itan en tirely n ewc laim . B y usin g th e c on version proc ess,in form ation th atw aspreviously en teredd urin g th e Review d ec ision asw ellasin form ation subm itted by th e law firm forth eSourc e C laim w illc arry ac rossto th e n ew TargetC laim .

Usin g th isproc ess,on ly on e n ew TargetC laim c an be subm itted ata tim e. Ifad d ition alTrustC laim sn eed to be subm itted from th e Sourc e C laim ,th e userw illn eed to c on vertfrom th e origin alSourc e C laim orth e n ew ly subm itted TargetC laim .

To begin th e c on version proc ess,log in to TrustOn lin e an d proc eed to th e C on versionP age by c lic kin g on th e tab on th e top m en u bar. From th ispage,you w illn eed toselec tth e TargetTrustfrom th e d rop-d ow n .

On c e th e TargetTrustisselec ted ,ad d ition alsearc h field sw illbe d isplayed allow in gth e userto searc h forth eirsourc e c laim usin g on e orm ore ofth e follow in g c riteria:Last Name,Last 4 SSN,Claim Number,Firm File Number,Attorney an d /orDeficiencyCount.


38

Usersm ay also searc h fora listof c laim sto c on vertby selec tin g a Trustfrom th eSource Trust d rop-d ow n box. On c e a Sourc e Trustisselec ted ,ad d ition alsearc hfield sw illbe d isplayed allow in g th e userto searc h forth eirlistof c laim susin g on e orm ore ofth e follow in g c riteria: Status Code,Deficiency Code,Alleged Injury an d /orClaim Options.

A fterspec ifyin g allofyoursearc h c riteria,c lic k th e < Search> button . Th e Searc hGrid resultsw illd isplay a sum m ary listof c laim in form ation from th e Sourc e Trust.

Conversion Results Grid

Th e in form ation d isplayed in c lud esName,SSN (Last 4 SSN),Firm File #,DOB,Claim#,Status,Injury,Confirmed Injury Date,Option,Release Amount,Paid Amount,Attorney,Deficiency Count an d Source Trust (field): which includes the Trust and thenew “System Selected” buttons .

B esid esth e n ew System Selec ted button ,th e in jury field h asbeen upd ated to d isplayeith erth e Confirmed Injury,if itexists,orth e Alleged Injury from th e c laim form .Th e C on firm ed In jury Date field w illbe populated ifth ere isa C on firm ed In jury asaresultofth e c urren treview ofth e c laim ,butifth e C on firm ed In jury Date isblan k,th eIn jury field w illbe populated w ith th e A lleged In jury. Th e Deficiency Codes field h asbeen rem oved from th e resultsasw ell.


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System Selected Option

W h en searc h in g forc laim s,th e resultsw illin c lud e allofth e c laim sforth e in d ivid ualc laim an t. A sm en tion ed in th e previoussec tion ,foreac h searc h result,th e SourceTrust c olum n w illn ow in c lud e th e “System Selected” button to use th e c laimth e system h asd eterm in ed w ould exped ite proc essin g.

Th e userm ay selec tth e n ew button on an y ofth e searc h resultsd isplayed an d th esystem w illselec tth e sourc e c laim to use in th e c on version proc ess. In th isexam ple,th e userselec ted th e “System Selected” button n extto th e OC Trustbutton on th esec on d lin e.

A fterc lic kin g th isbutton ,th e system c h ose th e B &W c laim rath erth an th e OC c laimto c on vertto th e n ew trustFER. To use th isasyourSourc e Trustc laim ,sim ply c lic k“Yes” on th e n extbox. H ow ever,you c an stillc h oose n otto use th e system selec tedc laim by selec tin g th e “C on vertfrom Origin alSelec tion ” lin k.

Note: Claims that have an active release or paymentcan be used as the Source Trust claim for conversion butcannot be linked. For these types of claims, the “Linkthese claims” box will be grayed out and unchecked.

If you c h oose “C on vertfrom Origin alSelec tion ”,a w arn in g w illbe d isplayedc on firm in g yourc h oic e.

A fterc lic kin g OK,th e page w illbe refresh ed w ith th e origin ally selec ted c laim .


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A fterc lic kin g th e < Yes> button ,th e userw illbe red irec ted to th e firstpage(Representation)of th e c laim form . Th isw illallow th e usersto ed it/upd ate th ec laim form w ith an y Trustspec ific in form ation suc h asquestion sth atare foun d in th eExposure an d Litigation spage priorto subm ittin g.

Converting Same Trust Claims

Th e c on version proc essh asbeen m od ified to allow usersto c on vertc laim sfrom on eTrustto th e sam e Trustin ord erto c reate a n ew targetc laim . Th ison ly appliesto on eofth e follow in g sc en arios:

Second Injury Claims – a previously subm itted non-malignant sourc e c laimc an be c on verted to a n ew malignant targetc laim forth e sam e c laim an tw ith in th e sam e trust. Th ispreviously restric ted feature w illallow firm stosubm itSec on d In jury c laim sby c on vertin g from th e origin alc laim .

Note: Ifth e alleged in jury ofth e targetc laim isn ota progression fromth e sourc e c laim ’salleged in jury,th e c on version w illresultin bothc laim sbein g plac ed on Duplic ate H old .

Previously Withdrawn Claims – a c laim th atw asw ith d raw n c an n ow bec on verted to a n ew c laim w ith in th e sam e trust. Th isn ew feature w illallowfirm sto c overtin form ation from a w ith d raw n c laim to a n ew c laim rath erth ansubm ittin g a n ew c laim m an ually.

Linking

Th e Lin kin g proc essm en tion ed in th e previoussec tion c an oc c urasth e resultofth eC on version proc ess,butalso c an be im plem en ted w h en subm ittin g a bran d n ewc laim usin g th e “New C laim ” tab. On c e th e c laim isc om pleted ,on th e Fin ish pageth e userw illh ave th e option to lin k th isc laim to an y an d alltrustth ey h ave ac c essto by c lic kin g on th e respec tive Trustc h ec k box.

On c e th e lin k isc reated ,a C h ain Lin k im age w illbe d isplayed in th e c laim h ead erm arquee illustratin g to th e userth atth ere are lin k c laim sassoc iated w ith th ispartic ularc laim .


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Furth erm ore,atth e bottom ofth e Gen eralP age,th ere isa Lin ked C laim ssec tion th atd isplaysallofth e c laim sth atare lin ked an d th eirc urren tstatus. Th e C laim Num berfield isa h yperlin k th atc an be c lic ked on to open th atpartic ularc laim in a n eww in d ow .

Th ese c laim sw illstay lin ked un tila release isgen erated on on e ofth e lin ked c laim sorth e firm useraffirmatively un lin ksth em from th e fin ish page priorto subm ittin g ed itsto on e ofth e lin ked c laim s.

W h en a release isgen erated on on e ofth e lin ked c laim s,th isc laim w illun lin k itselffrom th e group w h ile th e oth erc laim sc on tin ue to be lin ked .

To un lin k c laim s,th e userm ustfirstm ake an ed itto on e ofth e c laim sth atw illc on tin ue to be partofth e lin ked c laim sset. On th e fin ish page,un c h ec k th e box n extto th e c laim sth atn eed to be un lin ked an d c lic k th e < Submit Claim> button .

On c e th e ed itsh ave been subm itted ,th e c laim sth atw ere un c h ec ked w illn o lon gerbepartofth e lin ked c laim s. Forexam ple,in th e im age above,th e B &W an d USG c laim sw ere un c h ec ked an d bec am e un lin ked . Th ese c laim sw illstay un lin ked an d c an n everbe lin ked again to itsorigin allin ked c laim set.


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On th e Gen eralpage,an d Un lin ked C laim ssec tion w illn ow be d isplayed n extto th eLin ked C laim ssec tion an d w illprovid e th e userw ith th e Trust,C laim Num beran d th eDate th e c laim bec am e un lin ked .

Editing Linked Claims

Th e ben efitsoflin kin g c laim sare apparen tw h en h avin g to ed itc laim sw ith n ew orm issin g in form ation . W h en ed itin g on e ofth ese c laim sin th e lin k set,th e userisinfac ted itin g allofth e c laim sin th e lin k set.

A lth ough th e lin kin g proc essd oeselim in ate m uc h of th e tim e n eed ed to upd atem ultiple c laim s,th ere are c ertain field sin th e c laim form th atd o n otc arry ac rosstoth e lin ked c laim san d w illh ave to be ed ited in d ivid ually.

In th isn extsec tion ,w e w illn avigate th rough a setoflin ked c laim san d briefly poin toutth e c laim form pagesan d in d ivid ualfield sth atc arry ac rossto itslin ked c laim sasw ellasth ose th atw illn eed to be ed ited on a c laim by c laim basis.

Th ere are basic ally 13 sec tion sth atm ake up th e en tire c laim form ,w h ic h are listedbelow w ith th eirassoc iated c laim pages.

Th e pagesd isplayed on th e n extpage w ith a c h ain lin k ic on represen tpagesinth e c laim form th atsh are d ata ac rossallTrustan d d o n oth ave to be ed itedin d ivid ually (if you c h an ge th isin form ation on an y of th e lin ked c laim s,itw illgoac rossto th e oth erlin ked c laim s):

Representation

o Representation Page – Th e in form ation provid ed on th ispage issh ared ac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.

Processo Process – Th e c laim proc essoption w illn eed to be ed ited on a c laim by

c laim basis. Th isfield ison ly lin ked d urin g in itialc laim subm ission .

1: Injured Party

o Injured Party Information – Th e in form ation provid ed in th issec tionissh ared ac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.

o Deceased Injured Party – Th e in form ation provid ed in th issec tion issh ared ac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.

o Injured Party Mailing Address – Th e in form ation provid ed in th issec tion issh ared ac rossallTrustan d d o n oth ave to be ed itedin d ivid ually.

o Personal Representative – Th e in form ation provid ed in th issec tionissh ared ac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.


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2: Injurieso Part 2: Diagnosed Asbestos-Related Injuries – Th e in form ation provid ed

on th ispage issh ared ac rossallTrustexc eptforth e lastquestion onth e page th atask “Forc laim sfiled again st[FMP ENTITY]oran y oth erasbestosd efen d an tin th e tortsystem priorto th e P etition Date,pleasec h ec k th isbox if you h ave filed a ph ysic alexam in ation reportw ithan oth erasbestos-related person alin jury settlem en ttrust.” Th isfieldw illn eed to be ed ited on a c laim by c laim basis.

3: Exposureo Site/Plant Section – A llofth e field sin th isfirstsec tion are sh ared

ac rossTrust,exc eptforth e follow in g field sth atw illn eed to be ed itedon a c laim by c laim basis:

[Trust] Specific Code Trust Specific Product Additional Exposure Description (AWI Only)

o Exposure Details Section – A llofth e field sin th isn extsec tion aresh ared ac rossTrust,exc eptforth e follow in g field sth atw illn eed to beed ited on a c laim by c laim basis:

Trust Specific Product (BW Only) SOE Presumptive Question (AWI Only)

o Company Exposure Section (OC, FB, TN, FER, FLX Only)– Th issec tionon ly pertain sto th e OC FB an d T&N an d FM P Subfun d Trustan d are n otsh ared betw een th e in d ivid ualen titiesof eac h trust;th erefore,th esefield sw illn eed to be ed ited on a c laim by c laim basis.

o Occupational Exposed Section – Th e in form ation provid ed in th issec tion issh ared ac rossallTrustan d d o n oth ave to be ed itedin d ivid ually.

4: Secondary Exposureo Part 4: Exposure to an Occupationally Exposed Person – A llofth e field s

in th isn extsec tion are sh ared ac rossTrust,exc eptforth e follow in gfield th atw illn eed to be ed ited on a c laim by c laim basis:

4.6 Exposure Description – Th isfield w illn eed to be ed ited oneac h ofth e lin ked c laim s.

5: Litigationo Asbestos Litigation – A llofth e field sin th isn extsec tion are sh ared

ac rossTrust,exc eptforth e follow in g field sth atw illn eed to be ed itedon a c laim by c laim basis:

Named As Defendant (1a) – Th isfield w illn eed to be ed ited oneac h ofth e lin ked c laim s,exc eptbetw een OC an d FB an dbetw een th e T&N an d FM P Subfun d En tities(TN,FER,FLX,FM P )w h ic h d o sh are th isin form ation betw een en titiesofth eirrespec tive Trust.

Received Money (1f) – Th isfield w illn eed to be ed ited on eac hofth e lin ked c laim s.

Sign Release (1g) – Th isfield w illn eed to be ed ited on eac h ofth e lin ked c laim s. Th isfield d oesn otpertain to B W c laim s.


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Workmen’s Compensation (1h) – Th isfield on ly pertain sto th eT&N an d FM P Subfun d ac c oun tsan d w illn eed to be ed ited on ac laim by c laim basis.

State Elected To Filed (2) – Th isfield w illn eed to be ed ited oneac h ofth e lin ked c laim s.

o Tolling Agreement – Th issec tion of th e Litigation page w illn eed to beed ited on a c laim by c laim basis.

o Administrative Settlement – Th issec tion ofth e Litigation page w illn eedto be ed ited on a c laim by c laim basis. Th isfield d oesn otpertain toA W I c laim s.

6: Dependent

o Dependent – Th e in form ation provid ed in th issec tion issh aredac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.

7: Smoking

o Smoking – The in form ation provid ed on th ispage issh ared ac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.

8: Economic Loss

o Economic Loss – The in form ation provid ed on th ispage issh aredac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.

Documents

o Documents – The in form ation provid ed on th ispage issh aredac rossallTrustan d d o n oth ave to be ed ited in d ivid ually.