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FORETHOUGHT? Medicare Supplement Underwriting guidelines FOR AGENT USE ONLY ? NOT FOR USE WITH CONSUMERS Table of Contents Contacts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Start by locating the section on the form that is designated for agent use only. This section is usually labeled clearly.
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Review the instructions provided by the form or the agency to understand what information should be filled out in this section. It may include details such as the agent's identification number, contact information, or any other relevant data.
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Use a pen or a computer to enter the required information accurately. Ensure that the handwriting is legible if filling out the form manually.
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Who needs for agent use only:

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The agent use only section on a form is specifically intended for individuals who are authorized agents or representatives. This section is generally intended for internal use within an organization or agency.
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Agents who are responsible for processing or handling the form may need to access the information provided in the agent use only section. This allows them to carry out their authorized duties and ensure proper handling of the form.
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Depending on the nature of the form, the agent use only section may be required for various purposes such as record-keeping, compliance, or internal tracking.
Overall, the agent use only section serves as a restricted area on a form where only authorized individuals can provide or access sensitive information. It is crucial to adhere to the guidelines and fill out this section accurately to ensure proper processing and privacy protection.
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For agent use only refers to information that is intended solely for the use of the agent or authorized personnel and is not to be disclosed to clients or other parties.
The agent or authorized personnel who have access to the sensitive information should file for agent use only.
To fill out for agent use only, simply mark the relevant sections or documents as 'For Agent Use Only' or include a separate cover sheet indicating that the contents are restricted to authorized personnel.
The purpose of for agent use only is to protect sensitive information and maintain confidentiality.
Any sensitive or confidential information that should be restricted to authorized personnel should be reported on for agent use only.
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