RESOURCE CENTER

Installation Forms
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10.12.2012
Enrollment guidelines for a successful AEP
AEP kicked off 10/15/12, and Aetna has several options for submitting Individual Medicare applications, including: by mail, by fax, new iPad app, and new Online Tool. AetnaMedicare.com is no longer an option.
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10.23.2012
2013 Medicare Advantage Employee Application (SMALL GROUP)
2013 Employee application to be completed by employee wishing to enroll in a Group Medicare Advantage product offered by employer. Requires at least 1 applicant if group has current medical with Aetna.
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10.23.2012
2013 Medicare Advantage Employer Application (SMALL GROUP)
2013 Employer application to be completed by employer wishing to offer a Group Medicare Advantage product to their employees. Requires at least 1 applicant if group has current medical with Aetna. For disenrollment rules ask your Account Manager.
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10.15.2012
2013 Scope of Sales Appointment Confirmation form
Form to be completed by Medicare beneficiary in order for an certified agent to be able to discuss Medicare Advantage and Medicare Part D plans with a Medicare beneficiary.
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01.04.2012
2012 Group Medicare Advantage Employee Application (HMO-PPO)
2012 Employee application to be completed by employee wishing to enroll in a Group Medicare Advantage product offered by employer. Requires at least 1 applicant if group has current medical with Aetna.
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01.04.2012
2012 Group Medicare Advantage Employer Application (HMO-PPO)
2012 Employer application to be completed by employer wishing to offer a Group Medicare Advantage product to their employees. Requires at least 1 applicant if group has current medical with Aetna. For disenrollment rules ask your Account Manager.
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10.26.2011
2012 Non-Group PDP application (part D only)
2012 application to be completed by Medicare beneficiary to apply for Aetna's Individual Medicare product. AEP is from 10/15/11 thru 12/7/11. For Disenrollment or SEP, ask your Account Manager.
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10.26.2011
2012 Non-Group Medicare Advantage Application (HMO-PPO)
2012 application to be completed by Medicare beneficiary to apply for Aetna's Individual Medicare product. AEP is from 10/15/11 thru 12/7/11. For Disenrollment or SEP, ask your Account Manager.
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10.24.2011
Enrollment & Compensation for Aetna Medicare Products
It's as easy as 1, 2, 3....helpful guidelines and tips on how to complete applications to ensure proper processing of beneficiary enrollment and your compensation.
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10.24.2011
CMS Secret Shopper Checklist
CMS on occassion will have a secret shopper act as an interested Medicare Beneficiary at your group marketing/sales events. This checklist for your review, providing you a glimpse at what they will look for you as an agent to be compliant on.
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10.24.2011
2012 Individual Medicare Enrollment Applications - Aetna
Aetna branded release for October 2011, which reviews some changes to the PAPER 2012 Individual Medicare enrollment form. While compliant with CMS guidelines, members must still indicate a provider code. Online applications request the ID.
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09.16.2011
Do’s & Don’ts in marketing Medicare Advantage products.
CMS branded release containing good informatin on the Do's and Don'ts when marketing Medicare Advantage products
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06.20.2011
Scope of Sales Appointment Confirmation form
Form to be completed by Medicare eligible in order for an certified agent to be able to discuss Medicare Advantage and Medicare Prescription Drug plans with a Medicare beneficiary.
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06.16.2011
2011 Medicare Advantage application for Individuals
Enrollment form to be used for selling Aetna's HMO & PPO (MAPD plans).
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