Forms

×

Agent Search
Agent Support Center
Agent Support Center

Change to Principal Agent

Change to Corporation Agent

Home
Scope of Appointment

Sales and Marketing Materials

Quote & Enroll

Sales Materials

Medicare & Medicaid Eligibility Lookup

Plan Search

Meeting Resources

Age-In Details

Agent Compensation Disclosure

Off-Exchange and ICHRA

JarvisEnroll (MA & PDP)

JarvisEnroll (Med Supp)
Applications
Commission Search

Statements and More

Production Summary
Book of Business
Member Onboarding Resources

Medicare Product Portal

Learning Lab

Reference Guides

Medicare Product Resources

Ready To Sell

Member Communications

Agent News

Training & Guides

IFP Compliance

Agent Training

OEP Selling Resources

KC-AI-Companion
Reporting
Knowledge Center

search section

Enter Search

Main Menu

Home Knowledge Center Forms

[Return to Previous Page]

Agent News
Training & Guides
Premier Producer Program
FAQs
- IFP FAQs
IFP Compliance
Selling Resources

Forms

Events

- NEW Event Request Form opens in a new window

- CANCEL Event Request Form opens in a new window

- CHANGE Event Request Form opens in a new window

- Event Form Security Risk Fix Process opens in a new window

- Agent Marketing Sales Event Checklist opens in a new window

- Sales Meeting Sample Verbiage opens in a new window

Scope of Appointment

For Scope of Appointment in other languages, please visit the Sales Materials Portal.

- Sales Policy Job Aid opens in a new window

Lead Generation/PTC

- Permission to Contact and Lead Generation Job Aid opens in a new window

Medicare Product Tools

- Medicare Advantage Forms opens in a new window

- Part D Form opens in a new window

Agent Resources

- Background Appeal Form opens in a new window

- Field Escalation Request Form opens in a new window

AARP Medicare Supplement Plan Product Tools

- Automatic Payment Authorization Form opens in a new window

- AARP Member Activation Form opens in a new window

test

Need Help?

Contact the Producer Help Desk (PHD)

View Hours

Monday – Friday 7am – 9pm CST

Monday – Friday 7am – 9pm CST

PHD Chat English 888-381-8581 Español Presione la opción 2 phd@uhc.com

Loading...

Sales Tools

Quote & Enroll
Sales Materials
Plan Search
Meeting Resources
Age-In Details
Agent Compensation Disclosure
Off-Exchange and ICHRA

Sales Tools

Quote & Enroll
Sales Materials
Plan Search
Meeting Resources
Age-In Details
Agent Compensation Disclosure
Off-Exchange and ICHRA

Commissions

Commission Search
Statements and More
Production Summary

Commissions

Commission Search
Statements and More
Production Summary

Knowledge Center

Reference Guides
Medicare Product Resources
Ready To Sell
Member Communications
Agent News
IFP Compliance
Agent Training

Knowledge Center

Reference Guides
Medicare Product Resources
Ready To Sell
Member Communications
Agent News
IFP Compliance
Agent Training

Other Resources

Agent Support Center
Privacy Policy
Terms and Conditions
Disclaimers
Sign Out

Other Resources

Agent Support Center
Privacy Policy
Terms and Conditions
Disclaimers
Sign Out

Other Resources

Agent Support Center
Privacy Policy
Terms and Conditions
Disclaimers
Sign Out

Other Resources

Agent Support Center
Privacy Policy
Terms and Conditions
Disclaimers
Sign Out

Other Resources

Privacy Policy
Terms and Conditions
Disclaimers
Sign Out
nystateofhealth.ny.gov

Other Resources

Privacy Policy
Terms and Conditions
Disclaimers
Sign Out
nystateofhealth.ny.gov

Related Websites

healthcare.gov
uhc.com/exchange
marylandhealthconnection.gov
wahealthplanfinder.org
connectforhealthco.com
nj.gov/getcoverednj/
BeWellNM.com
marketplace.virginia.gov

Related Websites

healthcare.gov
uhc.com/exchange
marylandhealthconnection.gov
wahealthplanfinder.org
connectforhealthco.com
nj.gov/getcoverednj/
BeWellNM.com
marketplace.virginia.gov

© 2024 All Rights Reserved UnitedHealthcare Services, Inc.