UPDATE (10/9/2008) – CMS has proposed their own model form. SEE THIS NEWER POST
I’m not a lawyer and I’m in the process of having this reviewed by a compliance officer at a Medicare Advantage Plan, but in the meantime, I’m recommending that you use this form for EACH AND EVERY medicare advantage presentation you do EFFECTIVE IMMEDIATELY! Further, I’m recommending that you have this form completed PRIOR TO making any presentation for Medicare Advantage. If the client refuses to complete the form, then I recommend that you DO NOT make a presentation.
Keep in mind that by virtue of your contract to sell Medicare Advantage with ANY insurance company, you are agreeing to allow CMS to audit your broker records, so you will want this signed document in EACH AND EVERY ONE OF YOUR CLIENT FILES!!!
Here is a link to the form: mippa_authorization_contact2
I wanted to know when selling medicare to people turning 65, not yet 65! if its ok to door knock, what is the rule on that from CMS