POA, Guardian/Conservator Review

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POA vs Guardian/Conservator Concepts

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Sharon

United States

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POA, Guardian/Conservator Review


POA, Guardian/Conservator ReviewVersion en ligne POA vs Guardian/Conservator Concepts par Sharon 1 What does POA stand for in this content? a Protection of Assets b Power of Attorney c Professional of Authority d Postpone Of Assurance 2 Are POA and Guardian/Conservator the same? a No, they are different roles b Guardian is always higher authority c POA is a subset of Guardian d Yes, they are the same 3 Who sign forms if a Guardian/Conservator is in place? a The Guardian or Conservator, not the member b The insured only c Any family member d The Field Agent 4 If a POA is contacting, what must be submitted before any action is taken? a A simple email justifying need b Public records request c Submit legal documents securely. Include request and call back phone d A phone call is enough 5 What is the recommended action if documents are not on file yet for a POA? a Block the caller permanently b Ignore the request c Approve actions immediately d Submit POA documents with phone # and any requests 6 What do Service Reps document on POA or Guardian/Conservator calls? a All private info the Service Rep released to POA or Guardian/Conservator b Caller's name, role and any statements made regarding member c Name of attorney that created caller's legal documents d No documentation is needed 7 Can Guardian/Conservator access certificate details on Member Web? a Yes, freely b No. Online access should be blocked except for payment option. c Only with member consent d Only on weekends 8 If there is a Guardian or Conservator WARN Code, what should you do? a Submit software message with call back phone to area of inquiry. b Ignore the WARN Code c Verify member and get permission to speak to Guardian/Conservator d Act immediately on Guardian/Conservator request 9 What if a POA/Guardian/Conservator pushes for personal information? a Say you cannot talk and hang up phone b Ask the caller to share more details first c Release needed info to be helpful d Do not release info. Use phrasing guide, submit software request and escalate if needed. 10 What are channels for submitting POA/Guadian/Conservator documents? a Secure upload on Member Web, fax or mail home office b Email Service Rep directly c We don't need documents since we have recorded phone lines d Public records office Feedback 1 POA stands for Power of Attorney in the documents. 2 POA is a distinct role from Guardian/Conservator. 3 All requests must come from the Guardian or Conservator when one exists. 4 Submit legal documents via secure submission online, fax, or mail for review. 5 Documents must be reviewed EACH TIME by appropriate area before any action is taken. 6 Document the caller’s name, phone, address, and requested role. 7 Guardian/Conservators may not access Member Web certificate details. 8 A Guardian or Conservator WARN Code indicates member cannot act of their own behalf. 9 Do not release information. Area of topic will review legal documents and call back. 10 Submit documents via secure online submission (modernwoodmen.org), fax, or mail.

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POA, Guardian/Conservator Review

Test

À propos de cette activité

Créé par

Téléchargez la version pour jouer sur papier

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POA, Guardian/Conservator ReviewVersion en ligne

par Sharon

What does POA stand for in this content?

Are POA and Guardian/Conservator the same?

Who sign forms if a Guardian/Conservator is in place?

If a POA is contacting, what must be submitted before any action is taken?

What is the recommended action if documents are not on file yet for a POA?

What do Service Reps document on POA or Guardian/Conservator calls?

Can Guardian/Conservator access certificate details on Member Web?

If there is a Guardian or Conservator WARN Code, what should you do?

What if a POA/Guardian/Conservator pushes for personal information?

What are channels for submitting POA/Guadian/Conservator documents?

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