MEDICARE COUNSELING CLIENT SERVICES AGREEMENT INSTRUCTIONSDepartment of Health Services • April 5th, 2022
Contract Type FiledApril 5th, 2022The Disability Benefit Specialist Program Medicare Counseling Client Services Agreement (CSA) documents the nature of Medicare counseling and assistance the disability benefit specialist (DBS) has agreed to perform on the client’s behalf. The form explains limitations regarding the DBS’s enrollment counseling and assistance and the confidentiality standards by which the DBS must abide. The Medicare Counseling CSA may be used when the DBS is only providing benefits counseling or enrollment assistance with Medicare Advantage plans (Medicare Part C) and/or Medicare prescription drug plans (Medicare Part D). Use the Disability Benefit Specialist Program Client Services Agreement (F-02562) when providing additional benefits counseling services.