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Authorization to discuss policy information Romagna Life Insurance Company and its affiliates (Aetna)Page 1 of 1 P.O. Box 14770 Lexington, KY 405124770Read statements carefully before signing. Please
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How to fill out authorization to discuss policy

01
Obtain an authorization to discuss policy form from the insurance company.
02
Fill out the form completely with accurate information.
03
Provide all necessary details such as policyholder name, policy number, and the names of individuals authorized to discuss the policy.
04
Sign and date the form to validate your authorization.
05
Submit the completed form to the insurance company via mail, email, or in person.

Who needs authorization to discuss policy?

01
Any individual who is not the policyholder but wishes to discuss the policy details or make changes to the policy.
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Authorization to discuss policy is a formal permission given to a designated individual to discuss particular policies on behalf of an organization.
Authorized representatives or designated individuals are required to file authorization to discuss policy.
Authorization to discuss policy can be filled out by providing relevant information about the organization, the designated individual, and the policies to be discussed.
The purpose of authorization to discuss policy is to ensure that only authorized individuals are allowed to discuss specific policies on behalf of the organization.
Information such as the organization's name, the designated individual's name and designation, and details of the policies to be discussed must be reported on authorization to discuss policy.
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