CMS Consent Form for Marketplace Agents and Brokers 2025

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Per the requirements, a recording or other documentation of consumer consent must include a description of the scope, purpose, and duration of consent provided, the date consent was given, the name of the consumer, the name of the agent, broker, web-broker, or agency being granted consent, and a process through which
Verbal confirmation by the consumer that is captured in an audio recording; A written response (electronic or otherwise) from the consumer to a communication sent by the agent, broker, or web-broker; and. Other similar documentation specified by the Department of Health and Human Services (HHS) in guidance.
An agents or brokers National Producer Number (NPN) must be entered on a Marketplace application in order to record it on the Marketplace enrollment transaction health insurance issuers use to issue compensation for assisting a consumer with that application.
Consent Documentation Requirements The date the consent was given; ▪ The name of the consumer or their authorized representative; ▪ The name of the agent, broker, web-broker, or agency being granted consent; ▪ A process through which the consumer or their authorized representative may rescind the consent.
A Consumer Consent Form is a crucial document used by professionals or organizations to obtain explicit consent from consumers for specific activities, such as data collection, service participation, or procedures.
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Instead, there are different formats of documentation that may be acceptable for agents and brokers to use for these purposes, such as via a recorded phone call, text message, email, electronic document with digital signatures, or physical documents with wet signatures.

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