Submit a Claim - Select Claim Type

In order to receive a monetary settlement, you must submit, by mail or this website, either: (1) a Simple Claim Form, in order to get an Expedited Monetary Award, or (2) a Detailed Claim Form, if you want the option of an individualized assessment of your race discrimination claims.

Simple Claim Form

The Simple Claim Form is short and requires limited information. If you submit the Simple Claim Form and the Claims Administrator receives it by the Claims Submission Deadline, February 25, 2019, your Expedited Monetary Award will be issued within 45 days of the Claims Submission Deadline. You must also submit all required income tax documents, IRS Forms W-4 and W-9, prior to payment.

If you elect to receive an Expedited Monetary Award, your award will be based on your: (i) Chase length of service, and (ii) period of employment as an Advisor within Chase Wealth Management during the Class Period.

Detailed Claim Form

The Detailed Claim Form is longer and requires more information about your claims and employment at Chase, and any losses you suffered as a result. The only way to receive an individualized review of your claims is by submitting a Detailed Claim Form by February 25, 2019.

If you timely submit a Detailed Claim Form, you will receive notice of the amount of the Expedited Monetary Award you would receive based on the Settlement’s objective factors. You must then elect whether to accept the Expedited Monetary Award, or proceed to an individualized assessment of your legal claims by one or more qualified Neutrals.

If you elect to accept the Expedited Monetary Award, a check in the amount of the Expedited Monetary Award will be sent to you within 21 days after the Claims Administrator receives your Election Form and all required income tax documents. If you elect to proceed to an individualized assessment of your legal claims, you will have the opportunity for an interview with a Neutral, who will assess your claim and recommend a Monetary Award based on the information in your Detailed Claim Form and Interview.



Please Note: All Claim forms must be RECEIVED no later than February 25, 2019.


Important Dates

  • April 13, 2013 to September 12, 2018
    Class Period
  • February 25, 2019
    Claim Filing Deadline