Authorized Representative Form PDF Details

Understanding the purpose of this form is essential for anyone who needs assistance navigating their health plan. This legal document, designed specifically for use with UnitedHealthcare, allows an enrollee to appoint a trusted individual to receive, access, or share their personal health information. The named representative can then communicate with United HealthCare Services, Inc. on the enrollee's behalf within clearly defined limits.

What This Document Covers

The authorization granted by this form applies only to health information sharing. It does not extend to making medical decisions, changing benefit selections, or acting in any capacity that requires separate legal authority. If you need a representative to make treatment choices or handle broader legal matters, you will need additional documents such as a healthcare power of attorney or advance directive.

The form is structured around several key sections. These include enrollee identification details, the scope of authorized uses and disclosures, conditions surrounding fee waivers for representation, and revocation terms. The revocation section is particularly important. The enrollee retains the right to cancel the authorization in writing at any time, which ensures full control over who can access personal health data throughout the process.

The document also addresses regulations around charging fees for representing beneficiaries before the Department of Health and Human Services. Both the enrollee and the representative should read this section carefully to understand their rights and obligations under the law.

Who Should Use This Form

This form is appropriate in a wide range of situations where a trusted individual needs to manage healthcare information on someone else's behalf.

Common cases include the following. A parent managing health plan communications for an adult child who is temporarily incapacitated. A legal guardian appointed by a court to oversee the healthcare affairs of an individual who cannot act independently. An attorney handling a legal case that involves medical or insurance documentation. A trusted family member helping an elderly relative communicate with their insurance provider when that person has difficulty doing so on their own.

In each of these situations, the authorized representative form provides the official legal pathway to grant the appropriate permissions without compromising the enrollee's privacy or rights under HIPAA.

Privacy and Legal Compliance

The form operates within the framework established by the Health Insurance Portability and Accountability Act (HIPAA), which governs how personal health information may be shared between individuals and healthcare organizations. UnitedHealthcare requires this document to ensure all information releases are compliant with federal privacy regulations and that the enrollee has provided informed consent for each disclosure.

When the completed and signed form is submitted, the named representative gains documented permission to act within the scope described. Both parties should retain copies for their records. Any subsequent changes to the authorization, including revocation, must also be submitted in writing to ensure the record remains accurate and legally sound.

QuestionAnswer
Form NameAuthorized Representative Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesuhc personal representative form, uhc authorized representative form, personal representative forms united healthcare, united healthcare appointment of representative form

Form Preview Example

Authorized Representative Form

Please send completed form back to us at:

UnitedHealthcare

P.O. Box 29150

Hot Springs, AR 71903-9150

This form provides permission for United HealthCare Services, Inc. (UHS), on behalf of itself and related companies, to discuss or give out your personal health information to a person who is your Authorized Representative. Your approval on this form limits the use of your information for that purpose only.

SECTION 1: Enrollee Information

By signing this form, I understand and agree that United HealthCare Services, Inc., on behalf of itself and related companies, may release my personal health information to _________________________________to

act as my Authorized Representative.

Enrollee Name

Member ID Number

 

 

Address

 

Telephone Number

Email Address (Please send me periodic plan updates.)

Please Note: This authorization does not allow your “Authorized Representative” to make any of your treatment decisions or direct care decisions. If you want help with your health care and treatment decisions, you must get additional legal documentation. If you have questions, contact your attorney.

Signature

Date

 

 

SECTION 2: Authorized Use and/or Disclosure

To be completed by the Authorized Representative:

I, _____________________________________________________, hereby accept the above appointment.

I certify that I have not been disqualified, suspended, or prohibited from practice before the Department of Health and Human Services; that I am not, as a current or former employee of the United States, disqualified from acting as the beneficiary’s representative; and that I recognize that any fee may be subject to review and approval by the Secretary.

Authorized Representative

Date

Signature

 

 

 

Name (Please Print)

Telephone Number

 

 

Address

 

Email Address (Please send me periodic plan updates.)

Relationship to You

SECTION 3: Waiver of Fee for Presentation

Instructions: This form should be filled out if the representative waives a fee for such representation. (Note that providers or suppliers may not charge a fee for representation and thus, all providers or suppliers that furnished the items or services at issue must complete this section.)

I waive my right to charge and collect a fee for representing ______________________________________

before the Secretary of the Department of Health and Human Services.

Signature

Date

SECTION 4: Waiver of Payment for Items or Services at Issue

Instructions: Providers or suppliers that furnished the items or services at issue must complete this section if the appeal involves a question of liability under section 1879(a)(2) of the Act. (Section 1879(a)(2) generally addresses whether a provider/supplier or beneficiary did not know, and could not reasonably be expected to know, that the items or services at issue would not be covered by Medicare.)

I waive my right to collect payment from the beneficiary for furnished items or services at issue involving Section 1879(a)(2) of the Act.

Signature

Date

SECTION 5: Expiration and Revocation

I understand that I have the right to end this authorization at any time. I understand that, if I do not wish the person(s) named in Section 2 to remain my Authorized Representative, I must cancel this authorization. I understand that I must put this in writing and send this written notice of my decision to the health plans.

I understand that if UHS has already released any of my personal health information before UHS receives my written request to end this authorization, my notice cannot cancel out any action UHS has already taken.

CHARGING OF FEES FOR REPRESENTING BENEFICIARIES BEFORE THE

SECRETARY OF THE DEPARTMENT OF HEALTH AND HUMAN SERVICES

An attorney, or other representative for a beneficiary, who wishes to charge a fee for services rendered in connection with an appeal before the Department of Health and Human Services (DHHS) at the Administrative Law Judge (ALJ) or Medicare Appeals Council (MAC) level is required by law to obtain approval of the fee in accordance with 42 CFR §405.910(f). A claim that has been remanded by a court to the Secretary for further administrative proceedings is considered to be before the secretary after the remand by the court.

The form, “Petition to Obtain Representative Fee” elicits the information required for a fee petition. It should be completed by the representative and filed with DHHS. Where a representative has rendered services in a claim before DHHS, the regulations require that the amount of the fee to be charged, if any, for services performed before the Secretary of DHHS be specified. If any fee is to be charged for such services, a petition for approval of that amount must be submitted.

An approval of a fee is not required where the appellant is a provider or supplier or where the fee is for services

(1)rendered in an official capacity such as that of legal guardian, committee, or similar court appointed office and the court has approved the fee in question; (2) in representing the beneficiary before the federal district court of above, or (3) in representing the beneficiary in appeals below the ALJ level. If the representative wishes to waive a fee, he or she may do so. Section III on the front of this form can be used for that purpose. In some instances, as indicated on the form, the fee must be waived for representation.

AUTHORIZATION OF FEE

The requirement for the approval of fees ensures that representative will receive fair value for the services performed before DHHS on behalf of a claimant while at the same time giving a measure of security to the beneficiaries. In approving a requested fee, the ALJ or MAC considers the nature and type of services performed, the complexity of the case, the level of skill and competence required in rendition of the services, the amount of time spent on the case, the results achieved, the level of administrative review to which the representative carried the appeal and the amount of the fee requested by the representative.

CONFLICT OF INTEREST

Sections 203, 205 and 207 of Title XVIII of the United States Code make it a criminal offense for certain officers, employees and former officers and employees of the United States to render certain services in matters affecting the Government or to aid or assist in the prosecution of claims against the United States. Individuals with a conflict of interest are excluded from being representatives of beneficiaries before DHHS.

SAPDP3060880_XAUE000

S5820S5805S5921_PDP3060880_001 CMS 07/2008

How to Edit Authorized Representative Form Online for Free

Completing the UHC personal representative form is straightforward when you use our online PDF editor. Follow the steps below to fill out your document quickly and accurately.

Step 1: Click the "Get Form Here" button on this page to open the document in the PDF editor.

Step 2: You are now on the document editing page. You can add text, highlight fields, place checkmarks, and make any necessary adjustments to the form.

If you want to prepare the template, type in the data the application will request for each section:

part 1 to filling in uhc aor form

Complete the following required fields: Authorized Representative Signature, Name (Please Print), Address, Date, Telephone Number, Email Address, Relationship to You, Section for Waiver of Fee, and the I waive my right to charge field.

Filling in uhc aor form stage 2

You will also need to complete the Signature field, Date, the Expiration and Revocation section, the statement beginning with "I understand that I have the right," and the Charging of Fees for Representing section.

Entering details in uhc aor form stage 3

Step 3: Click the Done button when you have finished. Your completed document will be ready to save, print, or send by email.

Step 4: Save or print multiple copies of the form for your records. It is a good practice to keep one copy with your insurance documents and provide one to your authorized representative.

Frequently Asked Questions

What is the difference between an authorized representative and a power of attorney?

An authorized representative form grants a named individual permission to access and share your health information with your insurance plan. A power of attorney is a broader legal instrument that may grant authority over financial decisions, medical choices, or other legal matters. For healthcare information purposes related to UnitedHealthcare, the authorized representative form is the correct document to complete and submit.

Can a parent or guardian be listed as an authorized representative?

Yes. Parents, legal guardians, attorneys, and other trusted individuals can all be named as an authorized representative. The form includes a field to specify the relationship between the enrollee and the representative, which helps clarify the nature and scope of the authorization.

How long does the authorization remain valid?

The authorization remains in effect until the enrollee provides written notice to revoke it or until any expiration date specified on the form has passed. The enrollee can cancel the authorization at any time by submitting a written request to United HealthCare Services, Inc. It is important to review the revocation terms in the form before signing.

What happens if I need to update or change my authorized representative?

To change your designated representative, you will need to revoke the existing authorization in writing and then submit a new completed form naming the updated individual. The website for UnitedHealthcare provides guidance on where to submit these documents.

Are there related forms I may also need?

Depending on your situation, you may benefit from reviewing these related documents available on FormsPal. The General Power of Attorney Form is useful when broader legal representation is required across multiple areas. The Representative Payee Report applies to social security benefit cases where a payee manages funds on behalf of a beneficiary. For healthcare planning purposes, the Advance Healthcare Directive outlines your medical wishes and designates decision-makers. If privacy and health data release are your primary concerns, the HIPAA Authorization Form is a closely related document that governs the release of medical records.

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