First Name
Middle Initial
Last Name
Nickname
Select One:
Select One:
Married
Single
widowed
Domestic Partnership
Your Date of Birth
Your Social Security #
Spouse's Legal First Name
Middle Initial
Last Name
Spouse's Date of Birth
Spouse's Social Security #
Home Phone
Your Cellphone Number
Spouse's Cellphone Number
Main Email Address
Number of Children You Will Be Claiming on Your Tax Form
What Is The Best Way For You to Receive Our Bi-yearly Newsletter by Email or Postal Mail?
What Is The Best Way For You to Receive Our Bi-yearly Newsletter by Email or Postal Mail?
Email
Postal Mail
Would You Like Us to Text You Your Appointment Reminders?
Would You Like Us to Text You Your Appointment Reminders?
Yes
No
What Is Your Preferred Form of Communication?
What Is Your Preferred Form of Communication?
Phone
Text
Email
Who Can We Thank for Sending You Here?
What Medical Network Do You Most Frequently use for doctor visits (Prevea, Aurora, Froedtert, etc)?
Any other information you would like the anggent to know such as brand prescriptions, c-pap machine, a specific doctor you need covered, etc...
Your Street Address
Apt or Suite
City
State
Zip Code
Country
Dependent 1 Full Name
Dependent 1 Social Security #
Dependent 1 Date of Birth
Will Dependent 1 Need Coverage?
Will Dependent 1 Need Coverage?
Yes
No
Dependent 2 Full Name
Dependent 2 Social Security #
Dependent 2 Date of Birth
Will Dependent 2 Need Coverage?
Will Dependent 2 Need Coverage?
Yes
No
Dependent 3 Full Name
Dependent 3 Social Security #
Dependent 3 Date of Birth
Will Dependent 3 Need Coverage?
Will Dependent 3 Need Coverage?
Yes
No
Dependent 4 Full Name
Dependent 4 Social Security #
Dependent 4 Date of Birth
Will Dependent 4 Need Coverage?
Will Dependent 4 Need Coverage?
Yes
No
(Dependents can make up to $12,000 that you do not have to claim. Spouse Income must be included regardless of amount.)
*Enter Yearly Estimates*
Job (Name of Employer and Gross Income)
Self
Spouse
Self-Employment (Net Income)
Self
Spouse
Unemployment Payments
Self
Spouse
Social Security (Gross Amount)
Self
Spouse
Pension Payments
Self
Spouse
Retirement Withdrawal (IRA, 401K, Etc)
Self
Spouse
Investment and/or Capital Gains
Self
Spouse
Property/Land Rental (Income less Expense)
Self
Spouse
Taxable Alimony (pre-2019)
Self
Spouse
Employer Premium Reimbursement QSEHRA, HRA
Self
Spouse
TOTAL FOR THE YEAR
Self
Spouse
Alimony/Student Loan Interest/HSA/401K/IRA
Self
Spouse
TOTAL DEDUCTION FOR THE YEAR
Self
Spouse
Additional Information, Children or Notes for Agent i.e. concerns, prescriptions, medical equipment rental, future imaging, etc:
Additional income from tax dependents:
Household income includes both spouses income, regardless of who is getting the coverage. Dependants mean, must be Tax Dependants and their income is counted if it is over $12,000.
Please list all prescription medications you are currently taking
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Medication Name
Medication Dosage
Amount Per Day
Enter any additional notes here for. the agent to review.
Enter any additional notes here for. the agent to review.
As a condition of operating in a Federally facilitated Individual Marketplace, agents and brokers must execute
the Federally facilitated Marketplace Agreement, which includes privacy and security standards. These privacy
and security standards include the requirement that agents and brokers provide individuals with a Privacy
Notice Statement regarding use and disclosure of Protected Health Information (PHI). This Privacy Notice
Statement must be presented to individuals prior to assisting them with application and enrollment in coverage
through a Federally facilitated Individual Marketplace.
The following privacy notice describes how our Agents & Support Staff may use and disclose
your PHI for purposes of health care operations and for other purposes that are permitted or
required by law. PHI is information about you, including demographic information, that may
identify you and that relates to your past, present or future physical condition and related
health care services, or payment for health care services.
No employee at Next Step Insurance is allowed to use this information for anything other than
the intended purpose to see quotes and/or enroll in Health Insurance, Dental &/or Vision
Insurance, Disability Insurance, Life Insurance, Long Term Care, or other coverages as
requested by Consumers, Applicants, Enrollees or Qualified Individuals.
All Personal information is used solely to:
1. Assist with plan selection (quoting) and enrollment
2. Assist with completing an eligibility application
3. Assist with ongoing account/enrollment maintenance.
4. Conduct a search for the consumer application using approved Enrollment websites in the
Marketplace
Producer shall:
A. Not use or disclose PHI other than as permitted or required by law; except as otherwise limited, the producer
may use or disclose PHI to perform functions, activities, or services for, or on behalf of the covered entity, provided
that each use or disclosure would not violate the Privacy Rule. The producer must obtain reasonable assurances
from any person to whom the information is disclosed that it will remain confidential and used or further disclosed
only as Required By Law or for the purpose for which it was disclosed to the person, and the person notifies the
producer of any instances of which it is aware in which the confidentiality of the information has been breached.
B. Use appropriate safeguards to prevent use or disclosure of PHI other than as permitted or required by law.
The producer shall implement administrative, physical and technical safeguards thatreasonably and appropriately
protect the confidentiality, integrity, and availability of Electronic PHI that it creates, receives, maintains or
transmits on behalf of the consumer.
C. Report to the covered entity immediately any use or disclosure of PHI not permitted or required by law of
which it becomes aware, including breaches of unsecured PHI as required by 45 CFR 164.410, and any security
incident of which it becomes aware.
D. Notify the covered entity of a Breach of Unsecured PHI within 24 hours of the discovery of such Breach,
followed by a report in writing, except where a law enforcement official determines that a notification would
impede a criminal investigation or cause damage to national security. The producer's written notification to the
covered entity hereunder shall:
1. Be made to the covered entity within 48 hours of the initial oral report, and
2. Include the individual whose unsecured PHI has been, or is reasonably believed to have been, the
subject of a Breach.
E. In the event of an unauthorized use or disclosure of PHI or a Breach of unsecured PHI, the producer shall
mitigate to the extent practicable any harmful effects of said disclosure that are known to it.
F. In accordance with 45 CFR 164.502(e)(l)(ii) and 164.308(b)(2), if applicable, ensure that any subcontractors
that create, receive, maintain, or transmit PHI on behalf of the producer agree to the same restrictions, conditions,
and requirements that apply to the producer with respect to such information.
G. Within 7 days of request, make available PHI in a Designated Record Set to the covered entity as necessary
to satisfy the covered entity's obligations under 45 CFR 164.524.
H. Make any amendment to PHI in a Designated Record Set as directed or agreed to by the covered entity
pursuant to 45 CFR 164.526, or take other measures as necessary to satisfy the covered entity's obligations under 45
CFR 164.526.
I. Maintain and make available, within 7 days after a request for such information, the information required to
provide an accounting of disclosures to the covered entity as necessary to satisfy the covered entity's obligations
under 45 CFR 164.528.
J. To the extent the producer is to carry out one or more of the covered entity's obligation(s) under Subpart E
of 45 CFR Part 164, comply with the requirements of Subpart E that apply to the covered entity in the performance
ofsuch obligation(s).
K. With respect to any use, disclosure or request for PHI described in 45 CFR 502(b)(1), the producer shall limit the
PHI to the extent practicable to the limited data set as defined in 45 CFR 164.514(e)(2) or, if needed, to the
minimum necessary to accomplish the intended purpose of suchuse, disclosure, orrequest.
L. Make its' internal practices, books, and records available to the covered entity for purposes of determining
compliance with the HIPAA Rules; and
M. The producer shall be directly responsible for full compliance with the relevant requirements of the Privacy
Rule to the same extent as the covered entity.
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