What is the purpose of a Medical Information Release form in Medicare sales?

• A. It documents the member's consent to enrollment.
• B. It authorizes sharing of medical information with the broker.
• C. It lists in-network providers.
• D. It schedules appointments.

Answer: (B)

A Medical Information Release form is used to authorize sharing a member’s health information with the broker so they can tailor Medicare plan recommendations to that person’s needs. By giving consent, the broker can review diagnoses, current medications, and treatment history to determine which plans and drug coverage will truly fit and avoid gaps in care. The release is limited to information needed for plan selection and is subject to privacy rules about who can receive it and how long the authorization lasts. It does not enroll the member, list in-network providers, or schedule appointments.