Review and Update Allocations

This portal allows you to review allocation information for works included in your claim.

No Disagreements Page

The No Disagreements Page contains works for which no allocation disagreement was identified based on the submitted claim information.

1. Click “Expand” to see the current allocation for each rightsholder.
   • If you agree with the allocations, click “No Changes.”
   • If you disagree with the allocation for any work on this page, use the “Update Allocation” button to move the works to the Disagreements Page.

Disagreements Page

The Disagreements Page contains works for which an allocation disagreement was identified based on the submitted claim information and works you moved to this page to review.

1. Use the “Expand” button to review each claim submitted for the work.  
   • The claimant name appears in bold, followed by the rightsholders included in that claim.
2. Click the “Update Allocation” button to identify rightsholders and indicate how you think the payment should be allocated.

Update Allocation Screen

For non-education works:

1. Choose “Default” or “Alternative.”
   • The Default Option will result in 50% of the payment being split equally among all authors and 50% of the payment being split equally among all publishers. If you choose default, you don’t need to allocate specific percentages.
   • Alternative Option allows you to assign a specific percentage to each rightsholder.

For all works:

1. Use the Rightsholders dropdown to confirm rightsholders. You must make a selection for each row.
   • Choose “yes” if you agree the rightsholder should receive a payment.
   • Choose “no” if you think they are not a legal or beneficial owner of the work.
   • Choose “duplicate” if a rightsholder is listed more than once. You must then indicate which row it duplicates.
2. Allocate percentages to rightsholders marked “yes.”
   • The percentages must total 100%.
3. Upload supporting documentation for this work, if you choose to do so.
4. Click “Update Allocation” to save your changes.
5. Repeat these steps for each work on the Disagreements Page.
6. Click “Next.”

Certification Page

Before clicking submit:

1. Review the Summary carefully.
2. Read the certification statements.
3. Use the optional check box to indicate whether we can share your contact information with co-claimants.
4. Type your name to sign the form.
5. Click “Submit.”