Tier Exception Form docx 2026

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  1. Click ‘Get Form’ to open the Tier Exception Form in the editor.
  2. Begin by entering the date at the top of the form. This is essential for tracking your request.
  3. Fill in the patient’s name, including first, middle initial, and last name. Ensure accuracy for proper identification.
  4. Provide the patient’s address, including street, city, state, and zip code. This information is crucial for correspondence.
  5. Enter the patient’s date of birth and select their sex by marking 'M' or 'F'.
  6. For physician completion, detail the patient's diagnosis and specify the brand drug name for which you are requesting a copay exception.
  7. Indicate dosing directions clearly to avoid any confusion during processing.
  8. Select whether there have been therapeutic failures or adverse events with previous medications and provide detailed descriptions as required.
  9. Finally, ensure that all physician fields are completed accurately before signing and dating the form.

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Your doctor is your ally on this. Most plans require that your doctor submit a formulary exception on your behalf. The doctor will need to send paperwork to your health plan indicating the reason that you cant take the preferred medications and must have one that is not currently on the formulary.
The reason I am requesting a tiering exception is because the cost associated with [product] assigned tier would present a financial burden to [patients name]. Furthermore, it prevents my patient from utilizing a medication that will help treat the [condition].
There are typically three or four tiers: Tier 1: Least expensive drug options, often generic drugs. Tier 2: Higher-price generic and lower-price brand-name drugs. Tier 3: Mainly higher-price brand-name drugs. Tier 4: Highest-cost prescription drugs.