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2017 AEP Plan Change Packet for Current Clients: Please complete the attached pages so that we may accurately assess plans. These forms are NOT an application for a new plan. They help us analyze

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What is combined conference call notes?

Combined conference call notes are a summary of the key points discussed during a conference call that involve multiple parties.

Who is required to file combined conference call notes?

Typically, the party hosting the conference call is responsible for filing the combined conference call notes.

How to fill out combined conference call notes?

Combined conference call notes can be filled out by documenting the date of the call, the participants present, key topics discussed, decisions made, and any action items.

What is the purpose of combined conference call notes?

The purpose of combined conference call notes is to ensure that all parties involved have a written record of the discussions and outcomes of the call.

What information must be reported on combined conference call notes?

The information reported on combined conference call notes should include the date of the call, names of participants, main topics discussed, decisions made, and any action items assigned.

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