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Mutual Of Omaha Life Insurance Rates

Mutual Of Omaha Life Insurance Rates – Download “United of Omaha Life Insurance Company A Mutual of Omaha Company PO Box 3608 Omaha, Nebraska 68103-3608”

1 United of Omaha Life Insurance Company A Mutual of Omaha Company P.O. Box 3608 Omaha, Nebraska United of Omaha Mailing List For Medicare Supplement Coverage ARIZONA This application must be used to write UNITED OF OMAHA MEDICARE PRODUCTS o o o o o o o o o Application 1. Complete plan information box. 2. See the Action List for policy types. 3. Answer all questions completely. 4. Sign and write all the dates shown. 5. Make sure you leave all the necessary forms on the cover. 6. See back of page for more information. The full amount is collected at the time of application. Calculate the amount based on the age of the application period. Follow the instructions on page 1 of Calculate your bill (UC6582_0208) to calculate the amount. Complete the form and return with the application. Provide the customer with a Buyer’s Guide Provide a complete security list of letter manufacturers If required, complete the Authorization for Electronic Funds Transfer form (ACH/BSP form U7535_0409) and return with the completed application. the request is processed. Provide a receipt of the condition signed by the representative (if applicable), and provide the client with a full information practice notice, sign and provide the client with a copy of the Privacy Disclosure Agreement (HIPAA form U7566_AZ_0709). This form is not required if you are applying during the open enrollment or publication period. Complete the Notice of Change (U7563) and release one applicant (if applicable) Please provide additional information and details in the spaces provided on the application. Note: The interviewer may call to confirm / verify the information provided in the application. Payment only Please enter your service code in the box on the first page of the application. This will help avoid delays in paying for the project. UAP922_AZ_0809

Mutual Of Omaha Life Insurance Rates

Mutual Of Omaha Life Insurance Rates

2 There are two aspects to this usage: One aspect is general usage. Another section includes the types of important arrangements that you will need during the sale. 1. The agent application is completely filled out: (please print) Policy Form Box Office Request for the start date of the service collected (amount) – Follow the instructions on page 1 Read your Premium Form (UC6582_0208) to calculate the amount. Complete copy s A & B (if applicable) and return with application. Initial Rate * (A = Annual, S = Quarterly-Annual, Q = Quarterly, B = Automatic Clearing House, or ACH = Automated Clearing House) Renewal Rate (Amount) * (A = Annual , S = Semianal, Q= Quarterly, or B=Automatic Repayment) *Monthly flat rate not available Section 1 General Information Residential address and ZIP code are shown. Alternate billing address as specified (if applicable). Applicant’s age at the time of application. Applicant’s Social Security Number as shown on the applicant’s Social Security card. For applicants already covered by Medicare, enter the applicant’s Medicare number on the application as shown on the applicant’s Medicare health insurance card. This number is required for electronic processing. If this number is not available at the time of application, the applicant/agent must provide this number by calling as soon as it is received. Applicant’s current height in feet and inches and weight in pounds. Information for Sections 2 and 3 Please complete all questions in full. If the applicant is not covered by Medicare, indicate the date of eligibility and date of enrollment. List the individual and group health policies that apply to the applicant in the appropriate section of the application. If the applicant is replacing this policy with existing coverage, show the following information. Policy Name Date of Issue / Expiration Certificate Number / Expiry Date Order Form NOTE: The interviewer may call to verify / confirm the information provided in the application. 2. Producer/Agent Management Information and Forms Be sure to include your Social Security number and service code. NOTE: This information is required for the underwriting process and payment service. Enter your phone number, address and FAX number for contact information. Authorization for United of Omaha Life Insurance Company Electronic Funds Transfer (ACH/BSP) If the applicant chooses to make payments via ACH/BSP, fill out this form accurately and completely and return it to the application. Option A – Pay all bills (first monthly renewal) via ACH/BSP – Do not submit a check for payment. Option B – Pay the first month by check & monthly renewal from BSP – Monthly check must be sent to the application Option C – Pay the first month by ACH and pay the new bill by direct debit (no specific salary is offered) – do not bring a check for the first premium payment. Acknowledgment of conditions and presentation of procedures Complete and sign the receipt (if applicable), remove the entire page and take it to the applicant. Consent to disclose personal information (HIPAA) If a customer does not apply during open enrollment or the scheduled publication period, completing a consent to disclose personal information form is a requirement. Please have the applicant read the form, fill in the required information, sign, date and leave a copy of the completed and signed form with the applicant. If a customer is applying during open enrollment or a confirmed release period, consent to disclose personal information is not required. Change status is completed if required. Leave the petitioner (if applicable). Country forms filled out if required Make sure you include all the correct country forms.

Mutual Of Omaha Medicare Supplement Plans Cost & Review

3 United of Omaha Life Insurance Company United of Omaha Application for Insurance Insurance Mgr./Commission (Required Field for Brokerage) Regional Sales Manager/Assoc. Application of the evaluation mark from production (to complete) for all sections, just fill in the information if the information is to be used. Policy Type Registered Form Start Date Required Start Date $ Collected $ Process Title A, S, Q, B, or ACH Title Title A, S, Q, B, or ACH Update $ Form A, S, Q, B (Not monthly) Status updates A, S, Q, B (Not monthly) 1. Please read the following in addition to answering all questions completely. Name (First/Middle/Last) Name (First/Middle/Last) Residential Address City Address (if different from s) Postal Address ZIP County (if different from residential address ) National mailing address (if different from residential address). ) City City ZIP State ZIP House Number ( ) (area code) Current Date of Birth in yr Male Social Security Female No House Number ( ) (area code) Current Net Date of Birth in Date yr Medicare Health Insurance Number Number ( if known) Address Medicare Health Insurance Card Number (if known) Address Height Ft In Weight Lbs Height Ft In Weight Lbs UA5910 United of Omaha Life Insurance Company P.O. Box 3608 Omaha, Nebraska

4 2. Please answer all the following questions. 1. Have you received a copy of the Medicare Health Insurance Handbook and Details of Coverage? 2. Have you used any form of tobacco in the past 12 months? To the best of your knowledge: 1. Are you covered under Medicare Part A? If YES, what is the effective date of your Part A? / If no, what is your due date? / 2. Are you covered under Medicare Part B? If YES, when will your Part B start? / If no, indicate the date you plan to register. / 3. Have you turned 65 in the past six months? 4. Have you enrolled in Medicare Part B in the past six months? If YES, indicate the date you will start. / If you have lost your health insurance, and you have received notice from a previous insurance provider that you are eligible for a waiver of your Medicare insurance policy, or that you have certain rights to purchase such a law, you can get approval for acceptance. . in one or more of our Medicare supplement plans. Please include a letter from the original insurer with your application. Please answer all questions. Please mark YES or NO with an X in the questions below. 3. For your protection, the National Association of Insurance Commissioners asks us to ask the following questions about any insurance policy or certificate you have. To the best of your knowledge: 1. Are you applying during the release period? (NOTE: If the answer to the above is YES please include proof of eligibility.) 2. Do you have an additional Medicare supplement or insurance policy or a valid Medicare certificate? (a) If YES, which company and what plan do you have? Company Policy Name / Policy Certificate Number / Policy Certificate Number Issue Date (b) If YES, are you willing to replace your current Medicare policy / certificate with Policy Yes? (c) If YES, indicate the date of termination. / (d) If YES, have you received a copy of the new notification? If you have more

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