Valued Distribution Partners:
Please see the below details related to forms changes that will impact you and our field partners.
- What’s Changing:
- The HIPAA Attestation & PLA200 (Paper life application) have been updated. (Both Liberty & BGA/PW)
- VUL Strategic Objectives Premium Payment Allocation Form update (BGA/PW VUL only)
- Effective Date of Change:
- April 1, 2022 with Grace Period to 5/1/2022. After 5/1/2022 applications packets with old forms will be NIGO
- How we’re communicating:
- Know What Matters January Article to BGA
- This communication to Protective Distribution
- If you know your relationships use a paper process, it’s especially important they update their pkgs & forms so please share as appropriate!
- Details on change:
- PLA-200 App and VUL Payment Allocation forms were redesigned to provide a cleaner layout with more clear direction around information required which makes it easier to complete
- HIPAA form was updated in the disclosure section to provide more specific information related to the types of data collected & run against our risk services
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- Transition Rules:
- New forms will be generated through all application submission platforms beginning 2/1*
- New forms will also be placed on the MyProtective platform for paper application users.
- Transition Rules attached for BGA & Liberty (slightly different rules based on submission and product types)
- There are multiple state specific & ICC versions of each of these new forms, please see the forms portal on MyProtective.com for new versions by state (available 2/1)
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