Cigna has revised their SOA paper form. This revised form includes an area where you can document exceptions to the 48-hour waiting period. Log in to Producers' University to download/view the form.
Please begin to use the revised form as soon as possible, but no later than July 1, 2024. The use of older versions of the Cigna Healthcare SOA paper form should be discontinued immediately.
Background: The Centers for Medicare & Medicaid Services (CMS) requires agents to document the scope of a personal marketing appointment at least 48 hours before the appointment to ensure an understanding of what will be discussed between the agent and the Medicare beneficiary or their authorized representative.
The 48-hour waiting period is waived for:
The SOA form must be completed in its entirety and retained for 10 years. It must also be provided to Cigna Healthcare upon request.
In order to ensure your PDP customer applications are processed correctly and in a timely fashion, please ensure you are following the tips below.
In addition to following the tips listed above, please avoid the common errors found on PDP applications below.
If you haven't already, Cigna encourages you to sign up for Electronic Funds Transfer (EFT) payments, or direct deposit, as soon as possible. Signing up is easy! Just follow the steps below:
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