The CASE management form

The CASE form is one of the most important documents in UNISON. The form must be completed by (or for) members if they require assistance from the union in dealing with a work place problem.  It should be completed as fully as possible, signed and returned to the local UNISON branch.

Online Streamlined Case Form

Note: Anyone using the case form for the purposes of potential Industrial Tribunal or Fair Employment Tribunal proceedings in Northern Ireland should also download and supply the Northern Ireland supplement below.

Recent changes

You should know that it is mandatory from 6 May 2014 to notify ACAS of a dispute and trigger early conciliation.

This procedure will be undertaken by organisers once the union’s solicitors assess that a legal case has reasonable prospects of success.

Triggering the early conciliation procedure changes the deadline within which to lodge claims.

Please remember therefore to refer legal cases to your organisers as soon as possible, and in good time before the three months (less one day) deadline.

Also note that the version of the form in resources below is compliant with the General Data Protection Regulation 2018 and so old forms should not be used.