Common use of Information Verification Clause in Contracts

Information Verification. The agent must verify the following: • Spelling of the prospective enrollee’s complete name; • Correct recording of sex; • Health Insurance Claim Number; and • Date of Birth. In face-to-face interviews, this verification should be done using the prospective enrollee’s Medicare card. For other forms of enrollment (e.g., mail, fax), verification should be done by contacting the prospective enrollee by phone or other means, or by requesting that the prospective enrollee include a copy of his/her Medicare card when mailing in the enrollment request.

Information Verification. The agent must verify the following: •  Spelling of the prospective enrollee’s complete name; •  Correct recording of sex; •  Health Insurance Claim Number; and •  Date of Birth. In face-to-face interviews, this verification should be done using the prospective enrollee’s Medicare card. For other forms of enrollment (e.g., mail, fax), verification should be done by contacting the prospective enrollee by phone or other means, or by requesting that the prospective enrollee include a copy of his/her Medicare card when mailing in the enrollment request.