Agents may not require which of the following at sales events from beneficiaries?

When conducting sales events, agents are not permitted to require beneficiaries to provide their contact information. This is critical as it emphasizes the importance of protecting beneficiaries' privacy and ensuring that their participation at these events is voluntary and not contingent upon providing personal information that could lead to unsolicited follow-up or marketing tactics.

This guideline is designed to prevent any potential pressure on beneficiaries to disclose their information before they have had the opportunity to fully understand the products being offered. Instead, agents should focus on providing information and answering questions to help beneficiaries make informed decisions about their Medicare options.

In contrast, enrollment forms, identification verification, and proof of eligibility are necessary components of the enrollment process. They play a vital role in ensuring that the applicant meets the requirements for coverage, is who they say they are, and is legally entitled to enroll in the Medicare Advantage or Part D plan. Therefore, these elements are standard practices for agents to follow during the enrollment phase, but they should not be prerequisites for attending a sales event.