Medicare Counseling Client Services Agreement Sample Contracts
DISABILITY BENEFIT SPECIALIST PROGRAM Medicare Counseling Client Services AgreementMedicare Counseling Client Services Agreement • July 6th, 2021
The Disability Benefit Specialist program provides information, assistance, and advocacy regarding public and private benefit programs to people between the ages of 17 years and 6 months and 59 years old in any of the following target groups: physical disability, developmental disability, mental illness, and/or substance use disorders. A disability benefit specialist (DBS) can counsel people regarding eligibility for benefit programs, and may be able to provide assistance in the application and/or appeal procedures for these benefits.
DISABILITY BENEFIT SPECIALIST PROGRAM Medicare Counseling Client Services AgreementMedicare Counseling Client Services Agreement • April 1st, 2022
The Disability Benefit Specialist Program provides information, assistance, and advocacy regarding public and private benefit programs to people between the ages of 18 and 59 identifying as having a physical disability, intellectual or developmental disability, mental health disorder, or substance use disorder. A disability benefit specialist (DBS) may provide benefit counseling services to youth transitioning from children’s services to adult services starting at age 17 years and six months. A DBS can counsel people regarding eligibility for benefit programs and may be able to assist in the application and/or appeal procedures for these benefits.
MEDICARE COUNSELING CLIENT SERVICES AGREEMENT INSTRUCTIONSMedicare Counseling Client Services Agreement • April 5th, 2022
The Disability Benefit Specialist Program Medicare Counseling Client Services Agreement (CSA) documents the nature of Medicare counseling and assistance the disability benefit specialist (DBS) has agreed to perform on the client’s behalf. The form explains limitations regarding the DBS’s enrollment counseling and assistance and the confidentiality standards by which the DBS must abide. The Medicare Counseling CSA may be used when the DBS is only providing benefits counseling or enrollment assistance with Medicare Advantage plans (Medicare Part C) and/or Medicare prescription drug plans (Medicare Part D). Use the Disability Benefit Specialist Program Client Services Agreement (F-02562) when providing additional benefits counseling services.