Employee ICHRA Forms 

Congratulations! 

 

Your employer has moved forward with a new approach to employee health benefits that:

  • Provides you with more coverage options.
  • Let’s you select benefits that meet the unique health insurance needs of you and your family.
  • Gives you support during the enrollment process.
  • Will contribute a fixed amount to your individual health insurance coverage purchase each month. 

Medicare Forms

Click on each picture to access the Medicare Forms

In the context of Medicare, a Scope of Appointment (SOA) is a crucial document that serves to protect Medicare beneficiaries and ensure compliance with regulations. 

 

The Client Intake form is a fillable document. This will get us ready to make the most of our meeting. 

 

Plan Enroll is a link directly to my enrollment site if you are tech savvy and want to give it a try!

 

 

Marketplace Consent

Click here to complete the CMS directed Consent Form

Consent, particularly in the context of health insurance, refers to the permission a consumer gives to an agent or broker to assist them with their health insurance marketplace activities. 

 

It's about obtaining explicit permission from individuals before agents or brokers access or use their personal information related to the Health Insurance Marketplace.   

 

This ensures compliance with regulations and protects consumer privacy.  

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