Due to changes in our Medicare eligibility verification process, the following situations will require additional proof to be submitted with the application.
Open Enrollment
A copy of the applicant’s Medicare Beneficiary Identifier card including Part A and Part B effective date is required if the applicant’s Part B effective date is in the past or if the applicant is underage.
Medicare Advantage
Proof of start and proposed end date of the MA plan will be required if applying under guarantee issue. Proof of termination will also be required for underwriting situations.
Group Coverage
A copy of the pplicant’s Medicare Beneficiary Identifier card including Part A and Part B effective date is required if the applicant’s Part B effective date is in the past. Proof of employer/group termination is also required.
Please reference the Med supp Underwriting Guide for state specific information.
When using the e-application you can upload documents to the Notes to Underwriting page.
We appreciate your business and are committed to providing you an excellent experience working with Mutual of Omaha.
Important Underwriting Update
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