AgentSavings / Your everyday playbook
246 TASKS

Check settlement and government refund eligibility

Find legitimate claim opportunities, verify the class definition, and prepare only supported claims.

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Task instructions

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Search for potential class-action settlements and government refund programs relevant to the purchases, services and dates I confirm. Start with official regulator notices, the court-approved notice and the verified settlement administrator. Directories are leads only. Government enforcement refunds and private class-action settlements are different processes; do not merge their rules.

For each candidate, identify the case, jurisdiction, official administrator, covered product, purchase or account period, class definition, exclusions, filing or election deadline, available remedy and evidence required. Check whether I already claimed, opted out, received payment or assigned the matter to another agent. A recognizable brand alone does not establish eligibility.

Match each condition to my records. Show eligible based on confirmed facts, potentially eligible with missing proof, ineligible or blocked. Estimated distributions are not guaranteed awards. Never invent receipts, purchases, losses, residence or identity to qualify.

Prepare a claim draft only when the facts support it. Ask me to confirm each statement and explicitly approve the submission, especially attestations, releases and waiver language. Flag consequential legal choices for qualified advice. Do not pay an upfront claim fee, change payout instructions or submit a sworn claim automatically. Preserve the receipt and follow the actual process until payment or a documented outcome.

Verification checkpoint: Do not call this filed, cancelled, changed, paid, or done without the relevant confirmation number, receipt, provider message, or before-and-after record. Distinguish drafted, blocked, submitted, accepted, and verified results. A provider promise is not posted money. Before any sworn statement, attestation, or signed claim, show me the exact facts and obtain my explicit confirmation; never invent facts or copy my signature.
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Give your agent only the relevant records. Review the proposed action and require confirmation of what actually happened.

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